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Disclosery

Stamos Capital Partners, L.P.: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stamos Capital Partners, L.P. on KO, newest first. How the timeline and the estimate are built.

Stamos Capital Partners, L.P. held 62,002 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,002 shares
    Change vs previous 13F +6,673 shares

    0.77% of the 13F portfolio, value $5,038,903.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 55,329 shares
    Change vs previous 13F -5,520 shares

    0.66% of the 13F portfolio, value $4,207,770.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 60,849 shares
    Change vs previous 13F +41,934 shares

    0.68% of the 13F portfolio, value $4,253,954.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,915 shares
    Change vs previous 13F -9,526 shares

    0.24% of the 13F portfolio, value $1,254,443.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,441 shares
    Change vs previous 13F +561 shares

    0.36% of the 13F portfolio, value $2,012,201.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,880 shares
    Change vs previous 13F -20,590 shares

    0.52% of the 13F portfolio, value $1,996,766.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 48,470 shares
    Change vs previous 13F +13,640 shares

    0.71% of the 13F portfolio, value $3,017,742.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 34,830 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,502,884.

    13F-HR 0001172661-24-004638 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).