WESPAC Advisors SoCal, LLC

SEC CIK: 0001668188
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

KO holding history

Coca Cola Co in every 13F filed by WESPAC Advisors SoCal, 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): 88,192
Value: $7.17M
% of portfolio: 1.3%
Quarters held: 22; Since Q1 2021

Holdings of KO by WESPAC Advisors SoCal, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	88,192	$7.17M	1.3%	−731−0.8%	Reduced	Holders
Q1 2026	88,923	$6.76M	1.4%	−797−0.9%	Reduced	Holders
Q4 2025	89,720	$6.27M	1.3%	+610+0.7%	Added	Holders
Q3 2025	89,110	$5.91M	1.2%	−2,357−2.6%	Reduced	Holders
Q2 2025	91,467	$6.47M	1.4%	+23,126+33.8%	Added	Holders
Q1 2025	68,341	$4.89M	1.3%	+5,497+8.7%	Added	Holders
Q4 2024	62,844	$3.91M	0.9%	−2,157−3.3%	Reduced	Holders
Q3 2024	65,001	$4.67M	1.1%	−629−1.0%	Reduced	Holders
Q2 2024	65,630	$4.18M	1.0%	−4,568−6.5%	Reduced	Holders
Q1 2024	70,198	$4.29M	1.1%	−69,461−49.7%	Reduced	Holders
Q4 2023	139,659	$8.23M	2.4%	−2,873−2.0%	Reduced	Holders
Q3 2023	142,532	$7.98M	2.7%	−1,092−0.8%	Reduced	Holders
Q2 2023	143,624	$8.65M	3.0%	+20.0%	Added	Holders
Q1 2023	143,622	$8.91M	3.1%	−60.0%	Reduced	Holders
Q4 2022	143,628	$9.14M	3.4%	+2,481+1.8%	Added	Holders
Q3 2022	141,147	$8.45M	3.5%	−1,424−1.0%	Reduced	Holders
Q2 2022	142,571	$8.97M	3.4%	−881−0.6%	Reduced	Holders
Q1 2022	143,452	$8.89M	2.7%	−2,611−1.8%	Reduced	Holders
Q4 2021	146,063	$8.85M	2.7%	−1,165−0.8%	Reduced	Holders
Q3 2021	147,228	$7.82M	2.6%	+5,323+3.8%	Added	Holders
Q2 2021	141,905	$7.68M	2.5%	+2,195+1.6%	Added	Holders
Q1 2021	139,710	$7.36M	2.9%	–	–	Holders

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