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Disclosery

Virtue Capital Management, LLC: KO position timeline

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

Virtue Capital Management, LLC held 11,102 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,102 shares
    Change vs previous 13F +75 shares

    0.12% of the 13F portfolio, value $902,285.

    13F-HR 0001104659-26-091051 filed by Virtue Capital Management, 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 11,027 shares
    Change vs previous 13F +990 shares

    0.13% of the 13F portfolio, value $841,043.

    13F-HR 0001104659-26-056825 filed by Virtue Capital Management, 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/A 10,037 shares
    Change vs previous 13F +8,835 shares

    0.11% of the 13F portfolio, value $693,769.

    13F-HR/A 0001104659-26-016820 filed by Virtue Capital Management, 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/A 1,202 shares
    Change vs previous 13F -8,156 shares

    0.08% of the 13F portfolio, value $507,196.

    13F-HR/A 0001104659-26-016822 filed by Virtue Capital Management, 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 9,358 shares
    Change vs previous 13F -4,268 shares

    0.12% of the 13F portfolio, value $662,091.

    13F-HR 0001104659-25-077270 filed by Virtue Capital Management, 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 13,626 shares
    Change vs previous 13F +3,703 shares

    0.11% of the 13F portfolio, value $976,221.

    13F-HR 0001104659-25-049438 filed by Virtue Capital Management, 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 9,923 shares
    Change vs previous 13F -52 shares

    0.12% of the 13F portfolio, value $617,817.

    13F-HR 0001104659-25-017266 filed by Virtue Capital Management, 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 9,975 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $716,816.

    13F-HR 0001104659-24-120092 filed by Virtue Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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