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Disclosery

Waterloo Capital, L.P.: KO position timeline

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

Waterloo Capital, L.P. held 58,888 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,888 shares
    Change vs previous 13F +4,351 shares

    0.27% of the 13F portfolio, value $4,785,802.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 54,537 shares
    Change vs previous 13F -842 shares

    0.29% of the 13F portfolio, value $4,147,557.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 55,379 shares
    Change vs previous 13F +3,318 shares

    0.28% of the 13F portfolio, value $3,871,566.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 52,061 shares
    Change vs previous 13F +735 shares

    0.26% of the 13F portfolio, value $3,452,718.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 51,326 shares
    Change vs previous 13F +4,657 shares

    0.29% of the 13F portfolio, value $3,631,299.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 46,669 shares
    Change vs previous 13F +7,254 shares

    0.31% of the 13F portfolio, value $3,342,465.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 39,415 shares
    Change vs previous 13F +4,118 shares

    0.26% of the 13F portfolio, value $2,453,956.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 35,297 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,536,457.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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