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BIP Wealth, LLC

SEC CIK
0001590214
Latest filing
Aug 3, 2026

KO holding history

Coca Cola Co in every 13F filed by BIP Wealth, 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)
75,420
Value
$6.13M
% of portfolio
0.2%
Quarters held
14
Since Q1 2023
Holdings of KO by BIP Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202675,420$6.13M0.2%+2,786+3.8%AddedHolders
Q1 202672,634$5.52M0.2%−1,791−2.4%ReducedHolders
Q4 202574,425$5.20M0.2%+33,379+81.3%AddedHolders
Q3 202541,046$2.72M0.1%+1,796+4.6%AddedHolders
Q2 202539,250$2.78M0.2%+47+0.1%AddedHolders
Q1 202539,203$2.81M0.2%+466+1.2%AddedHolders
Q4 202438,737$2.41M0.2%−1,689−4.2%ReducedHolders
Q3 202440,426$2.91M0.2%+5,913+17.1%AddedHolders
Q2 202434,513$2.20M0.2%−534−1.5%ReducedHolders
Q1 202435,047$2.14M0.2%+591+1.7%AddedHolders
Q4 202334,456$2.03M0.2%+382+1.1%AddedHolders
Q3 202334,074$1.91M0.2%+9,330+37.7%AddedHolders
Q2 202324,744$1.49M0.1%−1,853−7.0%ReducedHolders
Q1 202326,597$1.65M0.2%–No prior filingHolders