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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

KO holding history

Coca Cola Co in every 13F filed by Mascoma Wealth Management 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)
2,417
Value
$196.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of KO by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,417$196.4K<0.1%+12+0.5%AddedHolders
Q1 20262,405$182.9K<0.1%00.0%UnchangedHolders
Q4 20252,405$168.1K<0.1%−1,266−34.5%ReducedHolders
Q3 20253,671$243.5K0.1%00.0%UnchangedHolders
Q2 20253,671$259.7K0.1%00.0%UnchangedHolders
Q1 20253,671$262.9K0.1%00.0%UnchangedHolders
Q4 20243,671$228.6K0.1%−562−13.3%ReducedHolders
Q3 20244,233$304.2K0.1%00.0%UnchangedHolders
Q2 20244,233$269.4K0.1%+1,131+36.5%AddedHolders
Q1 20243,102$189.8K0.1%00.0%UnchangedHolders
Q4 20233,102$182.8K0.1%−64−2.0%ReducedHolders
Q3 20233,166$177.2K0.1%00.0%UnchangedHolders
Q2 20233,166$192.9K0.1%−200−5.9%ReducedHolders
Q1 20233,366$215.9K0.1%00.0%UnchangedHolders
Q4 20223,366$214.1K0.1%00.0%UnchangedHolders
Q3 20223,366$189.0K0.1%00.0%UnchangedHolders
Q2 20223,366$212.0K0.1%00.0%UnchangedHolders
Q1 20223,366$209.0K0.1%+1,264+60.1%AddedHolders
Q4 20212,102$124.0K<0.1%−4,128−66.3%ReducedHolders
Q3 20216,230$327.0K0.1%00.0%UnchangedHolders
Q2 20216,230$337.0K0.1%00.0%UnchangedHolders
Q1 20216,230$328.0K0.1%––Holders

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