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Livermore
Livermore
ZHEN

McDaniel Terry & Co

SEC CIK
0001104366
Latest filing
Jul 30, 2026

KO holding history

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

KO overviewAll 13F holders of KOFull Q2 2026 holdings

Shares (Q2 2026)
440,494
Value
$35.8M
% of portfolio
2.8%
Quarters held
22
Since Q1 2021
Holdings of KO by McDaniel Terry & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026440,494$35.8M2.8%+1450.0%AddedHolders
Q1 2026440,349$33.5M2.8%+29,193+7.1%AddedHolders
Q4 2025411,156$28.7M2.5%−34,337−7.7%ReducedHolders
Q3 2025445,493$29.5M2.4%+2010.0%AddedHolders
Q2 2025445,292$31.5M2.6%−2,493−0.6%ReducedHolders
Q1 2025447,785$32.1M2.8%−9,010−2.0%ReducedHolders
Q4 2024456,795$28.4M2.3%+33,645+8.0%AddedHolders
Q3 2024423,150$30.4M2.5%+3,607+0.9%AddedHolders
Q2 2024419,543$26.7M2.3%+6,655+1.6%AddedHolders
Q1 2024412,888$25.3M2.2%−10,401−2.5%ReducedHolders
Q4 2023423,289$24.9M2.4%−2,883−0.7%ReducedHolders
Q3 2023426,172$23.9M2.5%+3,166+0.7%AddedHolders
Q2 2023423,006$25.5M2.6%−3,038−0.7%ReducedHolders
Q1 2023426,044$26.4M2.9%−1,435−0.3%ReducedHolders
Q4 2022427,479$27.2M3.2%−1,150−0.3%ReducedHolders
Q3 2022428,629$24.0M3.1%+2,306+0.5%AddedHolders
Q2 2022426,323$26.8M3.3%+4,866+1.2%AddedHolders
Q1 2022421,457$26.1M2.8%−564−0.1%ReducedHolders
Q4 2021422,021$25.0M2.5%+14,681+3.6%AddedHolders
Q3 2021407,340$21.4M2.5%+7,695+1.9%AddedHolders
Q2 2021399,645$21.6M2.5%+3,366+0.8%AddedHolders
Q1 2021396,279$20.9M2.6%––Holders

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