Gradient Investments LLC

SEC CIK: 0001542265
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

KO holding history

Coca Cola Co in every 13F filed by Gradient Investments LLC, 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): 563,140
Value: $45.8M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of KO by Gradient Investments LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	563,140	$45.8M	0.6%	−587−0.1%	Reduced	Holders
Q1 2026	563,727	$42.9M	0.7%	−23,312−4.0%	Reduced	Holders
Q4 2025	587,039	$41.0M	0.7%	+40,958+7.5%	Added	Holders
Q3 2025	546,081	$36.2M	0.6%	+15,971+3.0%	Added	Holders
Q2 2025	530,110	$37.5M	0.7%	+9,873+1.9%	Added	Holders
Q1 2025	520,237	$37.3M	0.8%	+14,851+2.9%	Added	Holders
Q4 2024	505,386	$31.5M	0.6%	+48,664+10.7%	Added	Holders
Q3 2024	456,722	$32.8M	0.7%	+3,778+0.8%	Added	Holders
Q2 2024	452,944	$28.8M	0.6%	+185,976+69.7%	Added	Holders
Q1 2024	266,968	$16.3M	0.4%	−148,376−35.7%	Reduced	Holders
Q4 2023	415,344	$24.5M	0.6%	+69,016+19.9%	Added	Holders
Q3 2023	346,328	$19.4M	0.5%	+202,694+141.1%	Added	Holders
Q2 2023	143,634	$8.65M	0.2%	+300+0.2%	Added	Holders
Q1 2023	143,334	$8.89M	0.2%	−324−0.2%	Reduced	Holders
Q4 2022	143,658	$9.14M	0.3%	−573−0.4%	Reduced	Holders
Q3 2022	144,231	$8.08M	0.2%	−716−0.5%	Reduced	Holders
Q2 2022	144,947	$9.12M	0.3%	+262+0.2%	Added	Holders
Q1 2022	144,685	$8.97M	0.2%	−2,465−1.7%	Reduced	Holders
Q4 2021	147,150	$8.71M	0.2%	−8,934−5.7%	Reduced	Holders
Q3 2021	156,084	$8.19M	0.2%	−760.0%	Reduced	Holders
Q2 2021	156,160	$8.45M	0.2%	−3,274−2.1%	Reduced	Holders
Q1 2021	159,434	$8.40M	0.3%	–	–	Holders

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