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Livermore
Livermore
ZHEN

WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

KO holding history

Coca Cola Co in every 13F filed by WealthPLAN Partners, 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)
15,784
Value
$1.28M
% of portfolio
0.2%
Quarters held
20
Since Q1 2021
Holdings of KO by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,784$1.28M0.2%+1,594+11.2%AddedHolders
Q1 202614,190$1.08M0.2%+5,541+64.1%AddedHolders
Q4 20258,649$604.7K0.1%+2,833+48.7%AddedHolders
Q3 20255,816$385.7K0.1%+810+16.2%AddedHolders
Q2 20255,006$354.1K0.1%+927+22.7%AddedHolders
Q1 20254,079$292.2K<0.1%−1,042−20.3%ReducedHolders
Q4 20245,121$318.9K<0.1%−707−12.1%ReducedHolders
Q3 20245,828$418.8K0.1%−11,821−67.0%ReducedHolders
Q2 202417,649$1.12M0.1%+382+2.2%AddedHolders
Q1 202417,267$1.06M0.1%+10,404+151.6%AddedHolders
Q4 20236,863$404.4K<0.1%+109+1.6%AddedHolders
Q3 20236,754$378.1K<0.1%+203+3.1%AddedHolders
Q2 20236,551$394.5K0.1%−880−11.8%ReducedHolders
Q1 20237,431$461.0K0.1%−3,844−34.1%ReducedHolders
Q4 202211,275$671.9K<0.1%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 20229,902$640.0K<0.1%+61+0.6%AddedHolders
Q4 20219,841$600.0K<0.1%−592−5.7%ReducedHolders
Q3 202110,433$576.0K<0.1%−633−5.7%ReducedHolders
Q2 202111,066$628.0K<0.1%−5,999−35.2%ReducedHolders
Q1 202117,065$924.0K0.1%––Holders

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