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Ascent Wealth Partners, LLC

SEC CIK
0001546865
Latest filing
Jul 31, 2026

KO holding history

Coca Cola Co in every 13F filed by Ascent Wealth 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 Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of KO by Ascent Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−2,916−100.0%Sold outHolders
Q3 20242,916$209.5K<0.1%+2,916NewHolders
Q3 20230$00.0%−6,659−100.0%Sold outHolders
Q2 20236,659$401.0K0.1%00.0%UnchangedHolders
Q1 20236,659$413.1K0.1%00.0%UnchangedHolders
Q4 20226,659$423.6K0.1%00.0%UnchangedHolders
Q3 20226,659$373.0K0.1%+76+1.2%AddedHolders
Q2 20226,583$414.0K0.1%00.0%UnchangedHolders
Q1 20226,583$408.0K0.1%−74−1.1%ReducedHolders
Q4 20216,657$394.0K0.1%−73−1.1%ReducedHolders
Q3 20216,730$353.0K0.1%−101−1.5%ReducedHolders
Q2 20216,831$370.0K0.1%00.0%UnchangedHolders
Q1 20216,831$360.0K0.1%––Holders

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