Gladstone Institutional Advisory LLC

SEC CIK: 0001766530
Latest filing: Jul 27, 2026

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KO holding history

Coca Cola Co in every 13F filed by Gladstone Institutional Advisory 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): 73,515
Value: $5.97M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of KO by Gladstone Institutional Advisory LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	73,515	$5.97M	0.2%	+193+0.3%	Added	Holders
Q1 2026	73,322	$5.58M	0.2%	−2,792−3.7%	Reduced	Holders
Q4 2025	76,114	$5.32M	0.2%	+1,697+2.3%	Added	Holders
Q3 2025	74,417	$4.94M	0.2%	+1,465+2.0%	Added	Holders
Q2 2025	72,952	$5.16M	0.2%	−4,626−6.0%	Reduced	Holders
Q1 2025	77,578	$5.56M	0.3%	+3,632+4.9%	Added	Holders
Q4 2024	73,946	$4.60M	0.2%	−4,673−5.9%	Reduced	Holders
Q3 2024	78,619	$5.65M	0.3%	+3,415+4.5%	Added	Holders
Q2 2024	75,204	$4.79M	0.2%	+4,861+6.9%	Added	Holders
Q1 2024	70,343	$4.30M	0.2%	+387+0.6%	Added	Holders
Q4 2023	69,956	$4.12M	0.2%	+5,712+8.9%	Added	Holders
Q3 2023	64,244	$3.60M	0.2%	−1,075−1.6%	Reduced	Holders
Q2 2023	65,319	$3.93M	0.2%	−9,500−12.7%	Reduced	Holders
Q1 2023	74,819	$4.64M	0.3%	−16,895−18.4%	Reduced	Holders
Q4 2022	91,714	$5.83M	0.4%	−3,830−4.0%	Reduced	Holders
Q3 2022	95,544	$5.35M	0.4%	+6,413+7.2%	Added	Holders
Q2 2022	89,131	$5.61M	0.4%	+3,899+4.6%	Added	Holders
Q1 2022	85,232	$5.28M	0.4%	+31,963+60.0%	Added	Holders
Q4 2021	53,269	$3.15M	0.2%	+9,093+20.6%	Added	Holders
Q3 2021	44,176	$2.32M	0.2%	+20,163+84.0%	Added	Holders
Q2 2021	24,013	$1.30M	0.2%	+11,151+86.7%	Added	Holders
Q1 2021	12,862	$678.0K	0.1%	–	–	Holders

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