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WMS Partners, LLC

SEC CIK
0001480916
Latest filing
Nov 13, 2025

KO holding history

Coca Cola Co in every 13F filed by WMS Partners, 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 Q3 2025 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of KO by WMS Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−41,472−100.0%Sold outHolders
Q4 202441,472$2.58M0.1%−1,870−4.3%ReducedHolders
Q3 202443,342$3.11M0.2%+11,114+34.5%AddedHolders
Q2 202432,228$2.05M0.1%−153−0.5%ReducedHolders
Q1 202432,381$1.98M0.1%+475+1.5%AddedHolders
Q4 202331,906$1.88M0.1%−5,216−14.1%ReducedHolders
Q3 202337,122$2.08M0.2%−3,733−9.1%ReducedHolders
Q2 202340,855$2.46M0.2%−184−0.4%ReducedHolders
Q1 202341,039$2.55M0.2%−583−1.4%ReducedHolders
Q4 202241,622$2.65M0.3%−455−1.1%ReducedHolders
Q3 202242,077$2.36M0.3%−348−0.8%ReducedHolders
Q2 202242,425$2.67M0.4%−1,456−3.3%ReducedHolders
Q1 202243,881$2.72M0.4%+48+0.1%AddedHolders
Q4 202143,833$2.60M0.6%−814−1.8%ReducedHolders
Q3 202144,647$2.34M0.3%−2,576−5.5%ReducedHolders
Q2 202147,223$2.56M0.4%−240−0.5%ReducedHolders
Q1 202147,463$2.50M0.6%––Holders

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