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Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

KO holding history

Coca Cola Co in every 13F filed by Capital Analysts, 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)
66,777
Value
$5.43M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of KO by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202666,777$5.43M0.1%−816−1.2%ReducedHolders
Q1 202667,593$5.14M0.1%+2,397+3.7%AddedHolders
Q4 202565,196$4.56M0.1%+1,034+1.6%AddedHolders
Q3 202564,162$4.25M0.1%−1,687−2.6%ReducedHolders
Q2 202565,849$4.66M0.2%+1,705+2.7%AddedHolders
Q1 202564,144$4.59M0.2%−13,009−16.9%ReducedHolders
Q4 202477,153$4.80M0.2%+12,450+19.2%AddedHolders
Q3 202464,703$4.65M0.2%+15,225+30.8%AddedHolders
Q2 202449,478$3.15M0.1%+2,010+4.2%AddedHolders
Q1 202447,468$2.90M0.1%+3,038+6.8%AddedHolders
Q4 202344,430$2.62M0.1%−3,569−7.4%ReducedHolders
Q3 202347,999$2.69M0.1%+691+1.5%AddedHolders
Q2 202347,308$2.85M0.2%+1,602+3.5%AddedHolders
Q1 202345,706$2.83M0.2%+4,892+12.0%AddedHolders
Q4 202240,814$2.60M0.2%+970+2.4%AddedHolders
Q3 202239,844$2.23M0.2%+1,708+4.5%AddedHolders
Q2 202238,136$2.40M0.2%+1,544+4.2%AddedHolders
Q1 202236,592$2.27M0.1%−646−1.7%ReducedHolders
Q4 202137,238$2.21M0.1%+521+1.4%AddedHolders
Q3 202136,717$1.93M0.1%+311+0.9%AddedHolders
Q2 202136,406$1.97M0.1%−1,000−2.7%ReducedHolders
Q1 202137,406$1.97M0.1%––Holders

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