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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

KO holding history

Coca Cola Co in every 13F filed by AE 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)
160,128
Value
$13.0M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of KO by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026160,128$13.0M0.1%+11,677+7.9%AddedHolders
Q1 2026148,451$11.3M0.1%+1,953+1.3%AddedHolders
Q4 2025146,498$10.2M0.1%+29,756+25.5%AddedHolders
Q3 2025116,742$7.74M<0.1%−7,182−5.8%ReducedHolders
Q2 2025123,924$8.77M0.1%+24,160+24.2%AddedHolders
Q1 202599,764$7.15M0.1%−14,899−13.0%ReducedHolders
Q4 2024114,663$7.14M0.1%−4,803−4.0%ReducedHolders
Q3 2024119,466$8.58M0.1%−23,191−16.3%ReducedHolders
Q2 2024142,657$9.08M0.1%+29,732+26.3%AddedHolders
Q1 2024112,925$6.91M0.1%−526,333−82.3%ReducedHolders
Q4 2023639,258$38.0M0.2%+66,424+11.6%AddedHolders
Q3 2023572,834$32.1M0.2%−21,956−3.7%ReducedHolders
Q2 2023594,790$35.8M0.2%+94,742+18.9%AddedHolders
Q1 2023500,048$31.0M0.2%+45,460+10.0%AddedHolders
Q4 2022454,588$28.9M0.2%+28,544+6.7%AddedHolders
Q3 2022426,044$23.9M0.2%−151,462−26.2%ReducedHolders
Q2 2022577,506$36.3M0.3%+105,530+22.4%AddedHolders
Q1 2022471,976$29.3M0.2%+47,924+11.3%AddedHolders
Q4 2021424,052$25.1M0.2%−101,839−19.4%ReducedHolders
Q3 2021525,891$27.6M0.2%+50,756+10.7%AddedHolders
Q2 2021475,135$25.7M0.2%+91,900+24.0%AddedHolders
Q1 2021383,235$20.2M0.2%––Holders

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