TD Private Client Wealth LLC

SEC CIK: 0001551017
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

KO holding history

Coca Cola Co in every 13F filed by TD Private Client Wealth 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): 32,297
Value: $2.62M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of KO by TD Private Client Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	32,297	$2.62M	<0.1%	−19,301−37.4%	Reduced	Holders
Q1 2026	51,598	$3.92M	0.1%	−919−1.7%	Reduced	Holders
Q4 2025	52,517	$3.67M	0.1%	−4,012−7.1%	Reduced	Holders
Q3 2025	56,529	$3.75M	0.1%	−36,802−39.4%	Reduced	Holders
Q2 2025	93,331	$6.60M	0.2%	−7,463−7.4%	Reduced	Holders
Q1 2025	100,794	$7.22M	0.2%	+21,178+26.6%	Added	Holders
Q4 2024	79,616	$4.96M	0.1%	+4,828+6.5%	Added	Holders
Q3 2024	74,788	$5.37M	0.2%	−3,562−4.5%	Reduced	Holders
Q2 2024	78,350	$4.99M	0.2%	−1,522−1.9%	Reduced	Holders
Q1 2024	79,872	$4.89M	0.2%	−4,416−5.2%	Reduced	Holders
Q4 2023	84,288	$4.97M	0.2%	+2,911+3.6%	Added	Holders
Q3 2023	81,377	$4.56M	0.2%	−2,218−2.7%	Reduced	Holders
Q2 2023	83,595	$5.03M	0.2%	−875−1.0%	Reduced	Holders
Q1 2023	84,470	$5.24M	0.2%	+24,261+40.3%	Added	Holders
Q4 2022	60,209	$3.83M	0.2%	−4,398−6.8%	Reduced	Holders
Q3 2022	64,607	$3.62M	0.2%	−9,445−12.8%	Reduced	Holders
Q2 2022	74,052	$4.66M	0.2%	−3,704−4.8%	Reduced	Holders
Q1 2022	77,756	$4.82M	0.2%	−30,063−27.9%	Reduced	Holders
Q4 2021	107,819	$6.38M	0.3%	−15,266−12.4%	Reduced	Holders
Q3 2021	123,085	$6.46M	0.3%	+2,274+1.9%	Added	Holders
Q2 2021	120,811	$6.54M	0.3%	+14,646+13.8%	Added	Holders
Q1 2021	106,165	$5.60M	0.3%	–	–	Holders

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