D.B. Root & Company, LLC

SEC CIK: 0001731717
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

KO holding history

Coca Cola Co in every 13F filed by D.B. Root & Company, 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): 14,777
Value: $1.20M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of KO by D.B. Root & Company, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,777	$1.20M	0.3%	+340+2.4%	Added	Holders
Q1 2026	14,437	$1.10M	0.3%	+190+1.3%	Added	Holders
Q4 2025	14,247	$996.0K	0.2%	−1,924−11.9%	Reduced	Holders
Q3 2025	16,171	$1.07M	0.3%	−3,701−18.6%	Reduced	Holders
Q2 2025	19,872	$1.41M	0.4%	−886−4.3%	Reduced	Holders
Q1 2025	20,758	$1.49M	0.5%	−1,023−4.7%	Reduced	Holders
Q4 2024	21,781	$1.36M	0.4%	−574−2.6%	Reduced	Holders
Q3 2024	22,355	$1.61M	0.5%	−6,424−22.3%	Reduced	Holders
Q2 2024	28,779	$1.83M	0.6%	−11,195−28.0%	Reduced	Holders
Q1 2024	39,974	$2.45M	0.8%	+1,411+3.7%	Added	Holders
Q4 2023	38,563	$2.27M	0.8%	−2,627−6.4%	Reduced	Holders
Q3 2023	41,190	$2.31M	0.9%	+7,444+22.1%	Added	Holders
Q2 2023	33,746	$2.03M	0.8%	+1,111+3.4%	Added	Holders
Q1 2023	32,635	$2.02M	0.8%	+868+2.7%	Added	Holders
Q4 2022	31,767	$2.02M	0.9%	+299+1.0%	Added	Holders
Q3 2022	31,468	$1.76M	0.8%	−880−2.7%	Reduced	Holders
Q2 2022	32,348	$2.04M	0.9%	+166+0.5%	Added	Holders
Q1 2022	32,182	$2.00M	0.7%	−664−2.0%	Reduced	Holders
Q4 2021	32,846	$1.94M	0.7%	−448−1.3%	Reduced	Holders
Q3 2021	33,294	$1.75M	0.7%	−3,368−9.2%	Reduced	Holders
Q2 2021	36,662	$1.98M	0.7%	−634−1.7%	Reduced	Holders
Q1 2021	37,296	$1.97M	0.8%	–	–	Holders

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