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Trifecta Capital Advisors, LLC: KO position timeline

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

Trifecta Capital Advisors, LLC held 2,202 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,202 shares
    Change vs previous 13F -268 shares

    0.02% of the 13F portfolio, value $178,957.

    13F-HR 0001962615-26-000003 filed by Trifecta Capital Advisors, LLC
    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 2,470 shares
    Change vs previous 13F -860 shares

    0.03% of the 13F portfolio, value $187,844.

    13F-HR 0001962615-26-000002 filed by Trifecta Capital Advisors, LLC
    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 3,330 shares
    Change vs previous 13F -141 shares

    0.03% of the 13F portfolio, value $232,801.

    13F-HR 0001962615-26-000001 filed by Trifecta Capital Advisors, LLC
    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 3,471 shares
    Change vs previous 13F -514 shares

    0.04% of the 13F portfolio, value $230,197.

    13F-HR 0001962615-25-000006 filed by Trifecta Capital Advisors, LLC
    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 3,985 shares
    Change vs previous 13F +1,788 shares

    0.05% of the 13F portfolio, value $281,939.

    13F-HR 0001962615-25-000003 filed by Trifecta Capital Advisors, LLC
    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 2,197 shares
    Change vs previous 13F -284 shares

    0.03% of the 13F portfolio, value $157,350.

    13F-HR 0001962615-25-000002 filed by Trifecta Capital Advisors, LLC
    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 2,481 shares
    Change vs previous 13F +70 shares

    0.03% of the 13F portfolio, value $154,468.

    13F-HR 0001962615-25-000001 filed by Trifecta Capital Advisors, LLC
    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 2,411 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $173,255.

    13F-HR 0001962615-24-000007 filed by Trifecta Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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