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Livermore
Livermore
ZHEN

HCR Wealth Advisors

SEC CIK
0001697715
Latest filing
Jul 13, 2026

KO holding history

Coca Cola Co in every 13F filed by HCR 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)
10,082
Value
$819.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of KO by HCR Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,082$819.4K0.1%−74−0.7%ReducedHolders
Q1 202610,156$772.4K0.1%+183+1.8%AddedHolders
Q4 20259,973$697.2K0.1%+477+5.0%AddedHolders
Q3 20259,496$627.7K0.1%00.0%UnchangedHolders
Q2 20259,496$671.8K0.1%−18−0.2%ReducedHolders
Q1 20259,514$681.4K0.1%−272−2.8%ReducedHolders
Q4 20249,786$609.3K0.1%−96−1.0%ReducedHolders
Q3 20249,882$710.2K0.1%−265−2.6%ReducedHolders
Q2 202410,147$645.9K0.1%−378−3.6%ReducedHolders
Q1 202410,525$644.0K0.1%−2,292−17.9%ReducedHolders
Q4 202312,817$755.3K0.1%+3,591+38.9%AddedHolders
Q3 20239,226$516.4K0.1%−679−6.9%ReducedHolders
Q2 20239,905$596.4K0.1%−230−2.3%ReducedHolders
Q1 202310,135$632.5K0.1%00.0%UnchangedHolders
Q4 202210,135$644.7K0.1%−252−2.4%ReducedHolders
Q3 202210,387$586.0K0.1%00.0%UnchangedHolders
Q2 202210,387$657.0K0.1%+679+7.0%AddedHolders
Q1 20229,708$602.0K0.1%−96−1.0%ReducedHolders
Q4 20219,804$580.0K0.1%+415+4.4%AddedHolders
Q3 20219,389$493.0K0.1%+152+1.6%AddedHolders
Q2 20219,237$500.0K0.1%−33−0.4%ReducedHolders
Q1 20219,270$489.0K0.1%––Holders

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