Waldron Private Wealth LLC

SEC CIK: 0001598180
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

KO holding history

Coca Cola Co in every 13F filed by Waldron Private Wealth 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): 38,294
Value: $3.13M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of KO by Waldron Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	38,294	$3.13M	0.1%	+79+0.2%	Added	Holders
Q1 2026	38,215	$2.93M	0.1%	+1,649+4.5%	Added	Holders
Q4 2025	36,566	$2.56M	0.1%	−20.0%	Reduced	Holders
Q3 2025	36,568	$2.44M	0.1%	00.0%	Unchanged	Holders
Q2 2025	36,568	$2.61M	0.1%	−1,332−3.5%	Reduced	Holders
Q1 2025	37,900	$2.73M	0.1%	−22,523−37.3%	Reduced	Holders
Q4 2024	60,423	$3.76M	0.2%	−297−0.5%	Reduced	Holders
Q3 2024	60,720	$4.39M	0.2%	−1,672−2.7%	Reduced	Holders
Q2 2024	62,392	$4.00M	0.2%	−1,218−1.9%	Reduced	Holders
Q1 2024	63,610	$3.92M	0.2%	+1,802+2.9%	Added	Holders
Q4 2023	61,808	$3.64M	0.2%	+655+1.1%	Added	Holders
Q3 2023	61,153	$3.45M	0.2%	−4,934−7.5%	Reduced	Holders
Q2 2023	66,087	$4.01M	0.2%	+431+0.7%	Added	Holders
Q1 2023	65,656	$4.10M	0.2%	+9,118+16.1%	Added	Holders
Q4 2022	56,538	$3.19M	0.2%	00.0%	Unchanged	Holders
Q3 2022	56,538	$3.19M	0.2%	−2,910−4.9%	Reduced	Holders
Q2 2022	59,448	$3.76M	0.2%	+3,913+7.0%	Added	Holders
Q1 2022	55,535	$3.47M	0.2%	+283+0.5%	Added	Holders
Q4 2021	55,252	$3.27M	0.2%	+129+0.2%	Added	Holders
Q3 2021	55,123	$2.92M	0.2%	+8,363+17.9%	Added	Holders
Q2 2021	46,760	$2.55M	0.2%	−353−0.7%	Reduced	Holders
Q1 2021	47,113	$2.50M	0.2%	–	–	Holders

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