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Livermore
Livermore
ZHEN

Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

KO holding history

Coca Cola Co in every 13F filed by Arete 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 overviewAll 13F holders of KOFull Q2 2026 holdings

Shares (Q2 2026)
46,554
Value
$3.78M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of KO by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202646,554$3.78M0.3%+1,948+4.4%AddedHolders
Q1 202644,606$3.39M0.3%+100.0%AddedHolders
Q4 202544,596$3.12M0.2%+1,163+2.7%AddedHolders
Q3 202543,433$2.88M0.2%+3,585+9.0%AddedHolders
Q2 202539,848$2.82M0.2%+4,495+12.7%AddedHolders
Q1 202535,353$2.53M0.2%−8,888−20.1%ReducedHolders
Q4 202444,241$2.75M0.2%+12,628+39.9%AddedHolders
Q3 202431,613$2.27M0.2%−6,560−17.2%ReducedHolders
Q2 202438,173$2.43M0.2%−5,657−12.9%ReducedHolders
Q1 202443,830$2.68M0.2%−12,752−22.5%ReducedHolders
Q4 202356,582$3.33M0.3%+56,582NewHolders
Q3 20230$00.0%−57,318−100.0%Sold outHolders
Q2 202357,318$3.45M0.3%+13,123+29.7%AddedHolders
Q1 202344,195$2.74M0.2%+1,958+4.6%AddedHolders
Q4 202242,237$2.69M0.2%+2,931+7.5%AddedHolders
Q3 202239,306$2.20M0.2%+10,687+37.3%AddedHolders
Q2 202228,619$1.80M0.2%−2,149−7.0%ReducedHolders
Q1 202230,768$1.91M0.2%+910+3.0%AddedHolders
Q4 202129,858$1.77M0.2%+4,790+19.1%AddedHolders
Q3 202125,068$1.31M0.1%+1,290+5.4%AddedHolders
Q2 202123,778$1.13M0.2%+115+0.5%AddedHolders
Q1 202123,663$1.25M0.2%––Holders

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