BKD Wealth Advisors, LLC

SEC CIK: 0001352864
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

KO holding history

Coca Cola Co in every 13F filed by BKD Wealth Advisors, 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): 45,291
Value: $3.68M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of KO by BKD Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	45,291	$3.68M	0.1%	+1,327+3.0%	Added	Holders
Q1 2026	43,964	$3.34M	0.1%	+402+0.9%	Added	Holders
Q4 2025	43,562	$3.05M	0.1%	−8,073−15.6%	Reduced	Holders
Q3 2025	51,635	$3.42M	0.1%	+635+1.2%	Added	Holders
Q2 2025	51,000	$3.61M	0.1%	−3,813−7.0%	Reduced	Holders
Q1 2025	54,813	$3.93M	0.1%	−20,099−26.8%	Reduced	Holders
Q4 2024	74,912	$4.66M	0.1%	−3,925−5.0%	Reduced	Holders
Q3 2024	78,837	$5.67M	0.1%	+8,265+11.7%	Added	Holders
Q2 2024	70,572	$4.49M	0.1%	+4,189+6.3%	Added	Holders
Q1 2024	66,383	$4.06M	0.1%	−1,601−2.4%	Reduced	Holders
Q4 2023	67,984	$4.01M	0.1%	−2,132−3.0%	Reduced	Holders
Q3 2023	70,116	$3.93M	0.1%	+23,270+49.7%	Added	Holders
Q2 2023	46,846	$2.82M	0.1%	+12,847+37.8%	Added	Holders
Q1 2023	33,999	$2.11M	0.1%	−513−1.5%	Reduced	Holders
Q4 2022	34,512	$2.20M	0.1%	+1,347+4.1%	Added	Holders
Q3 2022	33,165	$1.86M	0.1%	−761−2.2%	Reduced	Holders
Q2 2022	33,926	$2.13M	0.1%	+2,522+8.0%	Added	Holders
Q1 2022	31,404	$1.95M	0.1%	+2,412+8.3%	Added	Holders
Q4 2021	28,992	$1.72M	0.1%	+2,041+7.6%	Added	Holders
Q3 2021	26,951	$1.41M	0.1%	−366−1.3%	Reduced	Holders
Q2 2021	27,317	$1.48M	0.1%	−7,289−21.1%	Reduced	Holders
Q1 2021	34,606	$1.82M	0.1%	–	–	Holders

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