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
- period ended2026-06-3013F 788,123 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 847,858 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 806,941 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 887,023 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 818,240 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 947,031 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 884,298 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 783,922 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).