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Livermore
Livermore
ZHEN

Merit Financial Group, LLC

SEC CIK
0001621225
Latest filing
Jul 20, 2026

KO holding history

Coca Cola Co in every 13F filed by Merit Financial Group, LLC, 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)
353,665
Value
$28.7M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of KO by Merit Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026353,665$28.7M0.2%+8,131+2.4%AddedHolders
Q1 2026345,534$26.3M0.2%+113,845+49.1%AddedHolders
Q4 2025231,689$16.2M0.1%+25,068+12.1%AddedHolders
Q3 2025206,621$13.7M0.1%+7,362+3.7%AddedHolders
Q2 2025199,259$14.1M0.2%+82,550+70.7%AddedHolders
Q1 2025116,709$8.36M0.1%+16,916+17.0%AddedHolders
Q4 202499,793$6.21M0.1%+10,632+11.9%AddedHolders
Q3 202489,161$6.41M0.1%−7,465−7.7%ReducedHolders
Q2 202496,626$6.15M0.1%−11,047−10.3%ReducedHolders
Q1 2024107,673$6.69M0.2%+35,182+48.5%AddedHolders
Q4 202372,491$4.27M0.1%+9,297+14.7%AddedHolders
Q3 202363,194$3.54M0.1%+5,647+9.8%AddedHolders
Q2 202357,547$3.47M0.1%+21,444+59.4%AddedHolders
Q1 202336,103$2.24M0.1%+4,480+14.2%AddedHolders
Q4 202231,623$2.01M0.1%+5,773+22.3%AddedHolders
Q3 202225,850$1.45M0.1%−11,336−30.5%ReducedHolders
Q2 202237,186$2.34M0.1%+24,959+204.1%AddedHolders
Q1 202212,227$758.0K<0.1%+1,754+16.7%AddedHolders
Q4 202110,473$620.0K0.1%+26+0.2%AddedHolders
Q3 202110,447$548.0K0.1%−50.0%ReducedHolders
Q2 202110,452$566.0K0.1%−223−2.1%ReducedHolders
Q1 202110,675$563.0K0.1%––Holders

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