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LVW Advisors, LLC

SEC CIK
0001576053
Latest filing
Jul 15, 2026

KO holding history

Coca Cola Co in every 13F filed by LVW Advisors, 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 (Q2 2026)
24,203
Value
$1.97M
% of portfolio
0.2%
Quarters held
14
Since Q1 2021
Holdings of KO by LVW Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,203$1.97M0.2%+1,059+4.6%AddedHolders
Q1 202623,144$1.76M0.2%−3,133−11.9%ReducedHolders
Q4 202526,277$1.84M0.2%−3,540−11.9%ReducedHolders
Q3 202529,817$1.98M0.2%−5,187−14.8%ReducedHolders
Q2 202535,004$2.48M0.3%+3,679+11.7%AddedHolders
Q1 202531,325$2.24M0.3%+2,025+6.9%AddedHolders
Q4 202429,300$1.82M0.2%−1,464−4.8%ReducedHolders
Q3 202430,764$2.21M0.3%+3,684+13.6%AddedHolders
Q2 202427,080$1.72M0.3%+2,445+9.9%AddedHolders
Q1 202424,635$1.51M0.3%+6,398+35.1%AddedHolders
Q4 202318,237$1.07M0.2%+13,787+309.8%AddedHolders
Q3 20234,450$249.1K0.1%+4,450NewHolders
Q3 20210$00.0%−6,916−100.0%Sold outHolders
Q2 20216,916$374.0K0.1%+283+4.3%AddedHolders
Q1 20216,633$350.0K0.1%––Holders

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