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Disclosery

Forum Financial Management, LP: KO position timeline

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

Forum Financial Management, LP held 21,837 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,837 shares
    Change vs previous 13F +305 shares

    0.02% of the 13F portfolio, value $1,774,708.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
    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 21,532 shares
    Change vs previous 13F -22,384 shares

    0.02% of the 13F portfolio, value $1,637,534.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
    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 43,916 shares
    Change vs previous 13F -155 shares

    0.04% of the 13F portfolio, value $3,070,131.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
    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 44,071 shares
    Change vs previous 13F +2,275 shares

    0.04% of the 13F portfolio, value $2,922,773.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
    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 41,796 shares
    Change vs previous 13F -2,982 shares

    0.04% of the 13F portfolio, value $2,957,062.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
    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 44,778 shares
    Change vs previous 13F -1,630 shares

    0.05% of the 13F portfolio, value $3,206,975.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
    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/A 46,408 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,889,340.

    13F-HR/A 0001911832-25-000003 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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