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Lido Advisors, LLC: KO position timeline

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

Lido Advisors, LLC held 410,679 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 410,679 shares
    Change vs previous 13F +76,424 shares

    0.12% of the 13F portfolio, value $33,559,947.

    13F-HR 0001172661-26-003159 filed by Lido Advisors, 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 334,255 shares
    Change vs previous 13F +8,247 shares

    0.1% of the 13F portfolio, value $25,560,318.

    13F-HR 0001172661-26-001805 filed by Lido Advisors, 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 326,008 shares
    Change vs previous 13F +6,538 shares

    0.09% of the 13F portfolio, value $21,998,565.

    13F-HR 0001172661-26-000582 filed by Lido Advisors, 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 319,470 shares
    Change vs previous 13F +60,775 shares

    0.09% of the 13F portfolio, value $21,321,937.

    13F-HR 0001172661-25-004894 filed by Lido Advisors, 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 258,695 shares
    Change vs previous 13F +2,380 shares

    0.1% of the 13F portfolio, value $18,415,038.

    13F-HR 0001172661-25-003111 filed by Lido Advisors, 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 256,315 shares
    Change vs previous 13F +53,903 shares

    0.11% of the 13F portfolio, value $18,466,622.

    13F-HR 0001172661-25-002184 filed by Lido Advisors, 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 202,412 shares
    Change vs previous 13F +9,014 shares

    0.08% of the 13F portfolio, value $12,602,196.

    13F-HR 0001172661-25-001102 filed by Lido Advisors, 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 193,398 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $13,897,644.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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