Wealthspire Advisors, LLC

SEC CIK: 0001646247
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

KO holding history

Coca Cola Co in every 13F filed by Wealthspire Advisors, 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): 196,374
Value: $16.0M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of KO by Wealthspire Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	196,374	$16.0M	0.1%	+19,301+10.9%	Added	Holders
Q1 2026	177,073	$13.5M	0.1%	−7,566−4.1%	Reduced	Holders
Q4 2025	184,639	$12.9M	0.1%	+42,605+30.0%	Added	Holders
Q3 2025	142,034	$9.42M	<0.1%	−151,314−51.6%	Reduced	Holders
Q2 2025	293,348	$20.8M	0.1%	+468+0.2%	Added	Holders
Q1 2025	292,880	$21.0M	0.1%	+147,510+101.5%	Added	Holders
Q4 2024	145,370	$9.05M	0.1%	+6,460+4.7%	Added	Holders
Q3 2024	138,910	$9.98M	0.1%	−4,392−3.1%	Reduced	Holders
Q2 2024	143,302	$9.12M	0.1%	−1,385−1.0%	Reduced	Holders
Q1 2024	144,687	$8.85M	0.1%	+6,387+4.6%	Added	Holders
Q4 2023	138,300	$8.15M	0.1%	−8,389−5.7%	Reduced	Holders
Q3 2023	146,689	$8.21M	0.1%	+9,939+7.3%	Added	Holders
Q2 2023	136,750	$8.24M	0.1%	−317−0.2%	Reduced	Holders
Q1 2023	137,067	$8.50M	0.1%	−12,564−8.4%	Reduced	Holders
Q4 2022	149,631	$9.52M	0.2%	+9,654+6.9%	Added	Holders
Q3 2022	139,977	$7.84M	0.2%	+34,292+32.4%	Added	Holders
Q2 2022	105,685	$6.65M	0.1%	+14,067+15.4%	Added	Holders
Q1 2022	91,618	$5.68M	0.1%	−22,254−19.5%	Reduced	Holders
Q4 2021	113,872	$6.74M	0.1%	+9,683+9.3%	Added	Holders
Q3 2021	104,189	$5.47M	0.1%	+19,071+22.4%	Added	Holders
Q2 2021	85,118	$4.61M	0.1%	−47,228−35.7%	Reduced	Holders
Q1 2021	132,346	$6.98M	0.2%	–	–	Holders

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