Skip to content

Vest Financial, LLC: KO position timeline

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

Vest Financial, LLC held 788,123 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 788,123 shares
    Change vs previous 13F -59,735 shares

    0.67% of the 13F portfolio, value $64,050,756.

    13F-HR 0001709632-26-000006 filed by Vest Financial, 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 847,858 shares
    Change vs previous 13F +40,917 shares

    0.77% of the 13F portfolio, value $64,479,604.

    13F-HR 0001709632-26-000004 filed by Vest Financial, 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 806,941 shares
    Change vs previous 13F -80,082 shares

    0.72% of the 13F portfolio, value $56,413,247.

    13F-HR 0001709632-26-000002 filed by Vest Financial, 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 887,023 shares
    Change vs previous 13F +68,783 shares

    0.77% of the 13F portfolio, value $58,827,368.

    13F-HR 0001709632-25-000006 filed by Vest Financial, 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 818,240 shares
    Change vs previous 13F -128,791 shares

    0.82% of the 13F portfolio, value $57,890,483.

    13F-HR 0001085146-25-004177 filed by Vest Financial, 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 947,031 shares
    Change vs previous 13F +62,733 shares

    1.05% of the 13F portfolio, value $67,826,361.

    13F-HR 0001085146-25-002044 filed by Vest Financial, 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 884,298 shares
    Change vs previous 13F +100,376 shares

    0.97% of the 13F portfolio, value $55,056,394.

    13F-HR 0001085146-25-000544 filed by Vest Financial, 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 783,922 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $56,332,633.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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