Burney Co

SEC CIK: 0000940445
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

KO holding history

Coca Cola Co in every 13F filed by Burney Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KO overview All 13F holders of KO Full Q2 2026 holdings

Shares (Q2 2026): 23,252
Value: $1.89M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of KO by Burney Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	23,252	$1.89M	0.1%	−1,513−6.1%	Reduced	Holders
Q1 2026	24,765	$1.88M	0.1%	−14,494−36.9%	Reduced	Holders
Q4 2025	39,259	$2.74M	0.1%	−1,753−4.3%	Reduced	Holders
Q3 2025	41,012	$2.72M	0.1%	−16,229−28.4%	Reduced	Holders
Q2 2025	57,241	$4.05M	0.1%	−2,387−4.0%	Reduced	Holders
Q1 2025	59,628	$4.27M	0.2%	−283−0.5%	Reduced	Holders
Q4 2024	59,911	$3.73M	0.1%	−729−1.2%	Reduced	Holders
Q3 2024	60,640	$4.36M	0.2%	−785−1.3%	Reduced	Holders
Q2 2024	61,425	$3.91M	0.1%	−3,451−5.3%	Reduced	Holders
Q1 2024	64,876	$3.97M	0.2%	−85,383−56.8%	Reduced	Holders
Q4 2023	150,259	$8.85M	0.4%	+119,411+387.1%	Added	Holders
Q3 2023	30,848	$1.73M	0.1%	−1,639−5.0%	Reduced	Holders
Q2 2023	32,487	$1.96M	0.1%	+674+2.1%	Added	Holders
Q1 2023	31,813	$1.97M	0.1%	−575−1.8%	Reduced	Holders
Q4 2022	32,388	$2.06M	0.1%	−5,015−13.4%	Reduced	Holders
Q3 2022	37,403	$2.10M	0.1%	+2,223+6.3%	Added	Holders
Q2 2022	35,180	$2.21M	0.1%	−57−0.2%	Reduced	Holders
Q1 2022	35,237	$2.19M	0.1%	+78+0.2%	Added	Holders
Q4 2021	35,159	$2.08M	0.1%	−236−0.7%	Reduced	Holders
Q3 2021	35,395	$1.86M	0.1%	−781−2.2%	Reduced	Holders
Q2 2021	36,176	$1.96M	0.1%	+463+1.3%	Added	Holders
Q1 2021	35,713	$1.88M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.