Smith, Salley & Associates

SEC CIK: 0001482012
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

KO holding history

Coca Cola Co in every 13F filed by Smith, Salley & Associates, 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): 91,728
Value: $7.45M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of KO by Smith, Salley & Associates, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	91,728	$7.45M	0.3%	+2,933+3.3%	Added	Holders
Q1 2026	88,795	$6.75M	0.3%	+5,521+6.6%	Added	Holders
Q4 2025	83,274	$5.82M	0.3%	+5,027+6.4%	Added	Holders
Q3 2025	78,247	$5.19M	0.3%	+12,723+19.4%	Added	Holders
Q2 2025	65,524	$4.64M	0.3%	+4,285+7.0%	Added	Holders
Q1 2025	61,239	$4.39M	0.3%	+1,104+1.8%	Added	Holders
Q4 2024	60,135	$3.74M	0.2%	+202+0.3%	Added	Holders
Q3 2024	59,933	$4.31M	0.3%	+635+1.1%	Added	Holders
Q2 2024	59,298	$3.77M	0.3%	+826+1.4%	Added	Holders
Q1 2024	58,472	$3.58M	0.3%	−27,017−31.6%	Reduced	Holders
Q4 2023	85,489	$5.04M	0.3%	−1,369−1.6%	Reduced	Holders
Q3 2023	86,858	$4.86M	0.4%	−622−0.7%	Reduced	Holders
Q2 2023	87,480	$5.27M	0.4%	+432+0.5%	Added	Holders
Q1 2023	87,048	$5.40M	0.4%	+2,330+2.8%	Added	Holders
Q4 2022	84,718	$5.39M	0.5%	+15,982+23.3%	Added	Holders
Q3 2022	68,736	$3.85M	0.4%	+1,589+2.4%	Added	Holders
Q2 2022	67,147	$4.22M	0.4%	+3,282+5.1%	Added	Holders
Q1 2022	63,865	$3.96M	0.3%	+1,523+2.4%	Added	Holders
Q4 2021	62,342	$3.69M	0.3%	−789−1.2%	Reduced	Holders
Q3 2021	63,131	$3.31M	0.3%	+44,579+240.3%	Added	Holders
Q2 2021	18,552	$1.00M	0.1%	+683+3.8%	Added	Holders
Q1 2021	17,869	$942.0K	0.1%	–	–	Holders

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