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Disclosery

Stegner Investment Associates Inc.: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stegner Investment Associates Inc. on KO, newest first. How the timeline and the estimate are built.

Stegner Investment Associates Inc. held 3,380 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,380 shares
    Change vs previous 13F +100 shares

    0.14% of the 13F portfolio, value $290,950.

    13F-HR 0001907433-26-000005 filed by Stegner Investment Associates Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,280 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $266,566.

    13F-HR 0001907433-26-000003 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,280 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $249,444.

    13F-HR 0001907433-26-000002 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,280 shares
    Change vs previous 13F -31 shares

    0.12% of the 13F portfolio, value $229,305.

    13F-HR 0001907433-26-000001 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,311 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $219,586.

    13F-HR 0001907433-25-000004 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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