Valeo Financial Advisors, LLC: KO position timeline

Valeo Financial Advisors, LLC held 79,922 KO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 79,922 shares

   Change vs previous 13F +2,192 shares

   0.15% of the 13F portfolio, value $6,879,685.

   13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
   Accepted 2026-10-08 14:13:57 UTC, ingested 2026-10-08 14:14:53 UTC

2. period ended2026-06-30

   13F 77,730 shares

   Change vs previous 13F +5,928 shares

   0.13% of the 13F portfolio, value $6,317,137.

   13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 71,802 shares

   Change vs previous 13F -28,812 shares

   0.13% of the 13F portfolio, value $5,460,528.

   13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 100,614 shares

   Change vs previous 13F +3,221 shares

   0.16% of the 13F portfolio, value $7,033,941.

   13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 97,393 shares

   Change vs previous 13F -3,303 shares

   0.15% of the 13F portfolio, value $6,459,084.

   13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F/A 100,696 shares

   Change vs previous 13F -21,484 shares

   0.18% of the 13F portfolio, value $7,124,226.

   13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
   Filed 2025-09-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

7. period ended2025-03-31

   13F 122,180 shares

   Change vs previous 13F +6,143 shares

   0.19% of the 13F portfolio, value $6,678,427.

   13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 116,037 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $5,427,008.

   13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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