X-Square Capital, LLC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of X-Square Capital, LLC on KO, newest first. How the timeline and the estimate are built.
X-Square Capital, LLC held 16,582 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 16,582 sharesChange vs previous 13F +1,330 shares
0.34% of the 13F portfolio, value $1,348,000.
13F-HR 0001729300-26-000003 filed by X-Square Capital, 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 15,252 sharesChange vs previous 13F +1,255 shares
0.39% of the 13F portfolio, value $1,160,000.
13F-HR 0001729300-26-000002 filed by X-Square Capital, 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 13,997 sharesChange vs previous 13F -17,926 shares
0.32% of the 13F portfolio, value $978,000.
13F-HR 0001729300-26-000001 filed by X-Square Capital, 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 31,923 sharesChange vs previous 13F +683 shares
0.66% of the 13F portfolio, value $2,117,000.
13F-HR 0001729300-25-000005 filed by X-Square Capital, 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 31,240 sharesChange vs previous 13F -329 shares
0.79% of the 13F portfolio, value $2,210,000.
13F-HR 0001729300-25-000003 filed by X-Square Capital, 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 31,569 sharesChange vs previous 13F +457 shares
0.97% of the 13F portfolio, value $2,261,000.
13F-HR 0001729300-25-000002 filed by X-Square Capital, 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 31,112 sharesChange vs previous 13F +413 shares
0.8% of the 13F portfolio, value $1,937,000.
13F-HR 0001729300-25-000001 filed by X-Square Capital, 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 30,699 sharesChange vs previous 13F not available
0.97% of the 13F portfolio, value $2,206,000.
13F-HR 0001729300-24-000005 filed by X-Square Capital, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).