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Disclosery

XML Financial, LLC: KO position timeline

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

XML Financial, LLC held 25,818 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 25,818 shares
    Change vs previous 13F +2,110 shares

    0.15% of the 13F portfolio, value $2,098,270.

    13F-HR 0001725547-26-000254 filed by XML 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 23,708 shares
    Change vs previous 13F -378 shares

    0.15% of the 13F portfolio, value $1,803,052.

    13F-HR 0001725547-26-000139 filed by XML 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 24,086 shares
    Change vs previous 13F -1,677 shares

    0.14% of the 13F portfolio, value $1,683,836.

    13F-HR 0001725547-26-000074 filed by XML 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 25,763 shares
    Change vs previous 13F +77 shares

    0.14% of the 13F portfolio, value $1,708,610.

    13F-HR 0001725547-25-004125 filed by XML 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 25,686 shares
    Change vs previous 13F +531 shares

    0.16% of the 13F portfolio, value $1,817,289.

    13F-HR 0001725547-25-003469 filed by XML 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 25,155 shares
    Change vs previous 13F -705 shares

    0.17% of the 13F portfolio, value $1,801,615.

    13F-HR 0001725547-25-001441 filed by XML 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 25,860 shares
    Change vs previous 13F +1,146 shares

    0.15% of the 13F portfolio, value $1,610,025.

    13F-HR 0001725547-25-000138 filed by XML 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 24,714 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,775,935.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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