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Keystone Financial Group

SEC CIK
0001729299
Latest filing
Jul 29, 2026

KO holding history

Coca Cola Co in every 13F filed by Keystone Financial Group, 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)
34,372
Value
$2.79M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of KO by Keystone Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,372$2.79M0.2%+316+0.9%AddedHolders
Q1 202634,056$2.60M0.2%−73−0.2%ReducedHolders
Q4 202534,129$2.39M0.2%−1,481−4.2%ReducedHolders
Q3 202535,610$2.38M0.2%+1,532+4.5%AddedHolders
Q2 202534,078$2.41M0.2%+1,093+3.3%AddedHolders
Q1 202532,985$2.36M0.2%+2,691+8.9%AddedHolders
Q4 202430,294$1.89M0.2%+134+0.4%AddedHolders
Q3 202430,160$2.17M0.3%+1,170+4.0%AddedHolders
Q2 202428,990$1.85M0.7%−89−0.3%ReducedHolders
Q1 202429,079$1.78M0.3%+3,599+14.1%AddedHolders
Q4 202325,480$1.50M0.3%+659+2.7%AddedHolders
Q3 202324,821$1.39M0.2%+1,047+4.4%AddedHolders
Q2 202323,774$1.43M0.2%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202224,163$1.54M0.3%+401+1.7%AddedHolders
Q3 202223,762$1.33M0.3%−1,324−5.3%ReducedHolders
Q2 202225,086$1.58M0.3%−185−0.7%ReducedHolders
Q1 202225,271$1.57M0.3%+567+2.3%AddedHolders
Q4 202124,704$1.46M0.2%−26−0.1%ReducedHolders
Q3 202124,730$1.30M0.2%−25−0.1%ReducedHolders
Q2 202124,755$1.34M0.2%+1,386+5.9%AddedHolders
Q1 202123,369$1.23M0.2%––Holders

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