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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

KO holding history

Coca Cola Co in every 13F filed by Evermay Wealth Management 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)
7,368
Value
$601.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of KO by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,368$601.0K0.1%+648+9.6%AddedHolders
Q1 20266,720$513.5K0.1%+10.0%AddedHolders
Q4 20256,719$469.7K0.1%−185−2.7%ReducedHolders
Q3 20256,904$460.3K0.1%−150−2.1%ReducedHolders
Q2 20257,054$501.5K0.1%−487−6.5%ReducedHolders
Q1 20257,541$543.1K0.1%−563−6.9%ReducedHolders
Q4 20248,104$504.6K0.1%−230−2.8%ReducedHolders
Q3 20248,334$602.0K0.1%−495−5.6%ReducedHolders
Q2 20248,829$565.2K0.1%+310+3.6%AddedHolders
Q1 20248,519$524.8K0.1%+329+4.0%AddedHolders
Q4 20238,190$482.6K0.1%−367−4.3%ReducedHolders
Q3 20238,557$482.6K0.1%−27−0.3%ReducedHolders
Q2 20238,584$520.6K0.1%−35−0.4%ReducedHolders
Q1 20238,619$538.3K0.1%+248+3.0%AddedHolders
Q4 20228,371$532.5K0.1%−485−5.5%ReducedHolders
Q3 20228,856$500.0K0.1%+65+0.7%AddedHolders
Q2 20228,791$557.0K0.1%−150−1.7%ReducedHolders
Q1 20228,941$554.0K0.1%−1,000−10.1%ReducedHolders
Q4 20219,941$589.0K0.1%−460−4.4%ReducedHolders
Q3 202110,401$546.0K0.1%−639−5.8%ReducedHolders
Q2 202111,040$597.0K0.1%−1,275−10.4%ReducedHolders
Q1 202112,315$649.0K0.1%––Holders

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