JFS Wealth Advisors, LLC

SEC CIK: 0001568068
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

KO holding history

Coca Cola Co in every 13F filed by JFS 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): 27,042
Value: $2.20M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of KO by JFS Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	27,042	$2.20M	0.1%	−2,749−9.2%	Reduced	Holders
Q1 2026	29,791	$2.27M	0.1%	−718−2.4%	Reduced	Holders
Q4 2025	30,509	$2.13M	0.1%	−1,696−5.3%	Reduced	Holders
Q3 2025	32,205	$2.14M	0.1%	+3,632+12.7%	Added	Holders
Q2 2025	28,573	$2.02M	0.1%	+138+0.5%	Added	Holders
Q1 2025	28,435	$2.04M	0.1%	+996+3.6%	Added	Holders
Q4 2024	27,439	$1.71M	0.1%	−120−0.4%	Reduced	Holders
Q3 2024	27,559	$1.98M	0.1%	+3,073+12.6%	Added	Holders
Q2 2024	24,486	$1.56M	0.1%	−177−0.7%	Reduced	Holders
Q1 2024	24,663	$1.51M	0.1%	+101+0.4%	Added	Holders
Q4 2023	24,562	$1.45M	0.1%	+90+0.4%	Added	Holders
Q3 2023	24,472	$1.37M	0.1%	+259+1.1%	Added	Holders
Q2 2023	24,213	$1.46M	0.1%	−143−0.6%	Reduced	Holders
Q1 2023	24,356	$1.51M	0.1%	+12,181+100.0%	Added	Holders
Q4 2022	12,175	$774.4K	0.1%	−2,210−15.4%	Reduced	Holders
Q3 2022	14,385	$806.0K	0.1%	−597−4.0%	Reduced	Holders
Q2 2022	14,982	$943.0K	0.1%	+132+0.9%	Added	Holders
Q1 2022	14,850	$921.0K	0.1%	−8,200−35.6%	Reduced	Holders
Q4 2021	23,050	$1.36M	0.1%	−755−3.2%	Reduced	Holders
Q3 2021	23,805	$1.25M	0.1%	+6,438+37.1%	Added	Holders
Q2 2021	17,367	$940.0K	0.1%	+383+2.3%	Added	Holders
Q1 2021	16,984	$895.0K	0.2%	–	–	Holders

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