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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

KO holding history

Coca Cola Co in every 13F filed by Avidian Wealth Solutions, 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)
40,422
Value
$3.29M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of KO by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202640,422$3.29M0.1%+4,899+13.8%AddedHolders
Q1 202635,523$2.70M0.1%+2,514+7.6%AddedHolders
Q4 202533,009$2.31M0.1%+2,325+7.6%AddedHolders
Q3 202530,684$2.03M0.1%+605+2.0%AddedHolders
Q2 202530,079$2.13M0.1%−457−1.5%ReducedHolders
Q1 202530,536$2.19M0.1%−3,755−11.0%ReducedHolders
Q4 202434,291$2.13M0.1%+372+1.1%AddedHolders
Q3 202433,919$2.44M0.1%+1,174+3.6%AddedHolders
Q2 202432,745$2.08M0.1%+2,844+9.5%AddedHolders
Q1 202429,901$1.83M0.1%+660+2.3%AddedHolders
Q4 202329,241$1.72M0.1%−1,569−5.1%ReducedHolders
Q3 202330,810$1.72M0.1%−3,106−9.2%ReducedHolders
Q2 202333,916$2.04M0.1%−8,348−19.8%ReducedHolders
Q1 202342,264$2.62M0.1%+986+2.4%AddedHolders
Q4 202241,278$2.63M0.2%+5,433+15.2%AddedHolders
Q3 202235,845$2.01M0.1%+2,754+8.3%AddedHolders
Q2 202233,091$2.08M0.1%+5,828+21.4%AddedHolders
Q1 202227,263$1.69M0.1%+1,943+7.7%AddedHolders
Q4 202125,320$1.50M0.1%+4,753+23.1%AddedHolders
Q3 202120,567$1.08M0.1%+590+3.0%AddedHolders
Q2 202119,977$1.08M0.1%−1,542−7.2%ReducedHolders
Q1 202121,519$1.13M0.1%––Holders

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