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Livermore
Livermore
ZHEN

TRUE Private Wealth Advisors

SEC CIK
0001667074
Latest filing
Jul 23, 2026

KO holding history

Coca Cola Co in every 13F filed by TRUE Private Wealth Advisors, 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)
4,476
Value
$363.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of KO by TRUE Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,476$363.7K<0.1%−14−0.3%ReducedHolders
Q1 20264,490$341.5K<0.1%−126−2.7%ReducedHolders
Q4 20254,616$322.7K<0.1%−5,024−52.1%ReducedHolders
Q3 20259,640$639.4K0.1%+2,060+27.2%AddedHolders
Q2 20257,580$536.3K0.1%+3,075+68.3%AddedHolders
Q1 20254,505$322.7K<0.1%−12,793−74.0%ReducedHolders
Q4 202417,298$1.08M0.1%+12,523+262.3%AddedHolders
Q3 20244,775$343.2K<0.1%−6,467−57.5%ReducedHolders
Q2 202411,242$715.5K0.1%+270+2.5%AddedHolders
Q1 202410,972$670.5K0.1%+5,655+106.4%AddedHolders
Q4 20235,317$313.3K<0.1%−12,431−70.0%ReducedHolders
Q3 202317,748$993.5K0.1%+2,701+18.0%AddedHolders
Q2 202315,047$906.1K0.1%+9,309+162.2%AddedHolders
Q1 20235,738$355.9K0.1%−5,542−49.1%ReducedHolders
Q4 202211,280$717.5K0.1%−8,824−43.9%ReducedHolders
Q3 202220,104$1.13M0.2%+3,808+23.4%AddedHolders
Q2 202216,296$1.02M0.1%+157+1.0%AddedHolders
Q1 202216,139$1.05M0.1%−1,230−7.1%ReducedHolders
Q4 202117,369$1.03M0.1%−796−4.4%ReducedHolders
Q3 202118,165$960.0K0.1%+30.0%AddedHolders
Q2 202118,162$990.0K0.1%−3,128−14.7%ReducedHolders
Q1 202121,290$1.13M0.2%––Holders

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