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Colonial Trust Advisors: KO position timeline

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

Colonial Trust Advisors held 261,622 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 261,622 shares
    Change vs previous 13F +2,862 shares

    0.96% of the 13F portfolio, value $21,262,065.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 184,297 shares
    • Colonial Trust Co / SC: 77,325 shares

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

  2. period ended2026-03-31
    13F 258,760 shares
    Change vs previous 13F -6,082 shares

    0.97% of the 13F portfolio, value $19,678,695.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 179,608 shares
    • Colonial Trust Co / SC: 79,152 shares

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

  3. period ended2025-12-31
    13F 264,842 shares
    Change vs previous 13F -9,589 shares

    0.89% of the 13F portfolio, value $18,515,135.

    13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 184,575 shares
    • Colonial Trust Co / SC: 80,267 shares

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

  4. period ended2025-09-30
    13F 274,431 shares
    Change vs previous 13F -6,287 shares

    0.89% of the 13F portfolio, value $18,200,277.

    13F-HR 0001398344-25-020602 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 189,757 shares
    • Colonial Trust Co / SC: 84,674 shares

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

  5. period ended2025-06-30
    13F 280,718 shares
    Change vs previous 13F +9,943 shares

    1.05% of the 13F portfolio, value $19,860,790.

    13F-HR 0001398344-25-015189 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 196,382 shares
    • Colonial Trust Co / SC: 84,336 shares

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

  6. period ended2025-03-31
    13F 270,775 shares
    Change vs previous 13F +1,343 shares

    1.1% of the 13F portfolio, value $19,392,962.

    13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 187,980 shares
    • Colonial Trust Co / SC: 82,795 shares

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

  7. period ended2024-12-31
    13F 269,432 shares
    Change vs previous 13F +5,140 shares

    0.93% of the 13F portfolio, value $16,774,856.

    13F-HR 0001398344-25-002651 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 185,982 shares
    • Colonial Trust Co / SC: 83,450 shares

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

  8. period ended2024-09-30
    13F 264,292 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $18,992,049.

    13F-HR 0001398344-24-020481 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 190,137 shares
    • Colonial Trust Co / SC: 74,155 shares

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