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Livermore
Livermore
ZHEN

Heritage Trust Co

SEC CIK
0001706028
Latest filing
Aug 6, 2026

KO holding history

Coca Cola Co in every 13F filed by Heritage Trust Co, 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)
31,156
Value
$2.53M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of KO by Heritage Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,156$2.53M0.2%+380+1.2%AddedHolders
Q1 202630,776$2.34M0.2%−150−0.5%ReducedHolders
Q4 202530,926$2.16M0.2%−1,116−3.5%ReducedHolders
Q3 202532,042$2.13M0.2%−724−2.2%ReducedHolders
Q2 202532,766$2.32M0.3%−2,623−7.4%ReducedHolders
Q1 202535,389$2.53M0.3%−1,811−4.9%ReducedHolders
Q4 202437,200$2.32M0.3%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 202440,773$2.60M0.3%−66−0.2%ReducedHolders
Q1 202440,839$2.50M0.3%−1,052−2.5%ReducedHolders
Q4 202341,891$2.47M0.3%−180−0.4%ReducedHolders
Q3 202342,071$2.36M0.4%−894−2.1%ReducedHolders
Q2 202342,965$2.59M0.4%+401+0.9%AddedHolders
Q1 202342,564$2.64M0.4%00.0%UnchangedHolders
Q4 202242,564$2.71M0.4%+3,129+7.9%AddedHolders
Q3 202239,435$2.21M0.4%+190.0%AddedHolders
Q2 202239,416$2.48M0.4%−291−0.7%ReducedHolders
Q1 202239,707$2.46M0.3%−34,122−46.2%ReducedHolders
Q4 202173,829$4.37M0.6%−715−1.0%ReducedHolders
Q3 202174,544$3.91M0.6%−1,639−2.2%ReducedHolders
Q2 202176,183$4.12M0.6%−5,698−7.0%ReducedHolders
Q1 202181,881$4.32M0.7%––Holders

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