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ACG Wealth

SEC CIK
0001569071
Latest filing
Nov 3, 2022

KO holding history

Coca Cola Co in every 13F filed by ACG Wealth, 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 2022 holdings

Shares (Q3 2022)
48,317
Value
$2.71M
% of portfolio
0.6%
Quarters held
7
Since Q1 2021
Holdings of KO by ACG Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202248,317$2.71M0.6%−129−0.3%ReducedHolders
Q2 202248,446$3.05M0.6%+7,179+17.4%AddedHolders
Q1 202241,267$2.56M0.5%−3,345−7.5%ReducedHolders
Q4 202144,612$2.64M0.4%−546−1.2%ReducedHolders
Q3 202145,158$2.37M0.3%+559+1.3%AddedHolders
Q2 202144,599$2.41M0.3%−3,070−6.4%ReducedHolders
Q1 202147,669$2.51M0.3%––Holders

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