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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

KO holding history

Coca Cola Co in every 13F filed by Wetherby Asset Management Inc, 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 Q3 2025 holdings

Shares (Q3 2025)
85,034
Value
$5.64M
% of portfolio
0.2%
Quarters held
18
Since Q1 2021
Holdings of KO by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202585,034$5.64M0.2%−3,969−4.5%ReducedHolders
Q2 202589,003$6.30M0.3%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202488,377$5.50M0.3%−9,204−9.4%ReducedHolders
Q3 202497,581$7.01M0.3%−517−0.5%ReducedHolders
Q2 202498,098$6.24M0.3%−4,659−4.5%ReducedHolders
Q1 2024102,757$6.29M0.3%−896−0.9%ReducedHolders
Q4 2023103,653$6.11M0.3%−1,710−1.6%ReducedHolders
Q3 2023105,363$5.90M0.3%−1,772−1.7%ReducedHolders
Q2 2023107,135$6.45M0.3%−5,751−5.1%ReducedHolders
Q1 2023112,886$7.00M0.4%+5,178+4.8%AddedHolders
Q4 2022107,708$6.85M0.4%+4,305+4.2%AddedHolders
Q3 2022103,403$5.79M0.4%+2,116+2.1%AddedHolders
Q2 2022101,287$6.37M0.4%+16,153+19.0%AddedHolders
Q1 202285,134$5.28M0.3%+6,997+9.0%AddedHolders
Q4 202178,137$4.63M0.3%+1,764+2.3%AddedHolders
Q3 202176,373$4.01M0.2%−1,458−1.9%ReducedHolders
Q2 202177,831$4.21M0.3%+1,418+1.9%AddedHolders
Q1 202176,413$4.03M0.3%––Holders

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