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Livermore
Livermore
ZHEN

Triangle Securities Wealth Management

SEC CIK
0001541353
Latest filing
Jul 14, 2026

KO holding history

Coca Cola Co in every 13F filed by Triangle Securities Wealth Management, 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)
3,820
Value
$310.5K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of KO by Triangle Securities Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,820$310.5K0.1%−325−7.8%ReducedHolders
Q1 20264,145$315.2K0.1%+47+1.1%AddedHolders
Q4 20254,098$286.5K0.1%−130−3.1%ReducedHolders
Q3 20254,228$280.4K0.1%+4,228NewHolders
Q2 20250$00.0%−4,501−100.0%Sold outHolders
Q1 20254,501$322.4K0.1%−98−2.1%ReducedHolders
Q4 20244,599$286.3K0.1%−205−4.3%ReducedHolders
Q3 20244,804$345.2K0.1%+431+9.9%AddedHolders
Q2 20244,373$278.3K0.1%−100−2.2%ReducedHolders
Q1 20244,473$273.7K0.1%+450+11.2%AddedHolders
Q4 20234,023$237.1K0.1%−35−0.9%ReducedHolders
Q3 20234,058$227.2K0.1%−22,274−84.6%ReducedHolders
Q2 202326,332$1.59M0.5%−903−3.3%ReducedHolders
Q1 202327,235$1.69M0.6%−1,402−4.9%ReducedHolders
Q4 202228,637$1.82M0.7%−1,004−3.4%ReducedHolders
Q3 202229,641$1.66M0.7%−1,055−3.4%ReducedHolders
Q2 202230,696$1.93M0.8%+292+1.0%AddedHolders
Q1 202230,404$1.89M0.6%−1,246−3.9%ReducedHolders
Q4 202131,650$1.87M0.6%+360+1.2%AddedHolders
Q3 202131,290$1.64M0.6%+40.0%AddedHolders
Q2 202131,286$1.69M0.6%+94+0.3%AddedHolders
Q1 202131,192$1.64M0.6%––Holders

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