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Livermore
Livermore
ZHEN

Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

KO holding history

Coca Cola Co in every 13F filed by Sheets Smith Wealth Management, 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)
317,791
Value
$25.8M
% of portfolio
2.6%
Quarters held
22
Since Q1 2021
Holdings of KO by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026317,791$25.8M2.6%−13,098−4.0%ReducedHolders
Q1 2026330,889$25.2M2.8%+1290.0%AddedHolders
Q4 2025330,760$23.1M2.5%+265+0.1%AddedHolders
Q3 2025330,495$21.9M2.5%−1340.0%ReducedHolders
Q2 2025330,629$23.4M2.7%+10.0%AddedHolders
Q1 2025330,628$23.7M2.9%00.0%UnchangedHolders
Q4 2024330,628$20.6M2.5%+1020.0%AddedHolders
Q3 2024330,526$23.8M2.9%+10.0%AddedHolders
Q2 2024330,525$21.0M2.5%+10.0%AddedHolders
Q1 2024330,524$20.2M2.3%−999−0.3%ReducedHolders
Q4 2023331,523$19.5M2.8%−1120.0%ReducedHolders
Q3 2023331,635$18.6M2.8%+356+0.1%AddedHolders
Q2 2023331,279$19.9M2.9%+20.0%AddedHolders
Q1 2023331,277$20.5M3.1%−711−0.2%ReducedHolders
Q4 2022331,988$21.1M3.3%+20.0%AddedHolders
Q3 2022331,986$18.6M3.1%+610.0%AddedHolders
Q2 2022331,925$20.9M3.4%−629−0.2%ReducedHolders
Q1 2022332,554$20.6M2.8%−1060.0%ReducedHolders
Q4 2021332,660$19.7M2.4%+40.0%AddedHolders
Q3 2021332,656$17.5M2.4%−810−0.2%ReducedHolders
Q2 2021333,466$18.0M2.4%+300+0.1%AddedHolders
Q1 2021333,166$17.6M2.6%––Holders

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