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Disclosery

Stiles Financial Services Inc: KO position timeline

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

Stiles Financial Services Inc held 18,857 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,857 shares
    Change vs previous 13F -248 shares

    0.38% of the 13F portfolio, value $1,532,503.

    13F-HR 0001904832-26-000003 filed by Stiles Financial Services Inc
    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 19,105 shares
    Change vs previous 13F -108 shares

    0.44% of the 13F portfolio, value $1,452,901.

    13F-HR 0001904832-26-000001 filed by Stiles Financial Services Inc
    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 19,213 shares
    Change vs previous 13F -3,317 shares

    0.41% of the 13F portfolio, value $1,343,192.

    13F-HR 0002085853-26-000188 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 22,530 shares
    Change vs previous 13F -43 shares

    0.47% of the 13F portfolio, value $1,494,210.

    13F-HR 0002085853-25-000199 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 22,573 shares
    Change vs previous 13F -1,715 shares

    0.55% of the 13F portfolio, value $1,597,243.

    13F-HR 0001667731-25-000944 filed by Stiles Financial Services Inc
    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 24,288 shares
    Change vs previous 13F -40 shares

    0.67% of the 13F portfolio, value $1,739,540.

    13F-HR 0001667731-25-000481 filed by Stiles Financial Services Inc
    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 24,328 shares
    Change vs previous 13F -1,370 shares

    0.55% of the 13F portfolio, value $1,514,663.

    13F-HR 0001667731-25-000147 filed by Stiles Financial Services Inc
    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 25,698 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,846,739.

    13F-HR 0001904832-24-000004 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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