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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

KO holding history

Coca Cola Co in every 13F filed by Bogart Wealth, 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)
11,086
Value
$901.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of KO by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,086$901.0K<0.1%−71,258−86.5%ReducedHolders
Q1 202682,344$6.26M0.2%+1,421+1.8%AddedHolders
Q4 202580,923$5.66M0.2%+15,337+23.4%AddedHolders
Q3 202565,586$4.35M0.2%+1,755+2.7%AddedHolders
Q2 202563,831$4.52M0.2%−620−1.0%ReducedHolders
Q1 202564,451$4.62M0.2%−39,751−38.1%ReducedHolders
Q4 2024104,202$6.49M0.3%+14,925+16.7%AddedHolders
Q3 202489,277$6.42M0.3%−6,012−6.3%ReducedHolders
Q2 202495,289$6.07M0.3%−3,522−3.6%ReducedHolders
Q1 202498,811$6.05M0.3%−13,587−12.1%ReducedHolders
Q4 2023112,398$6.62M0.4%+1,304+1.2%AddedHolders
Q3 2023111,094$6.22M0.4%+3,274+3.0%AddedHolders
Q2 2023107,820$6.49M0.4%+4,288+4.1%AddedHolders
Q1 2023103,532$6.42M0.4%+10,647+11.5%AddedHolders
Q4 202292,885$5.91M0.4%+16,861+22.2%AddedHolders
Q3 202276,024$4.26M0.4%+13,410+21.4%AddedHolders
Q2 202262,614$3.94M0.3%+1,176+1.9%AddedHolders
Q1 202261,438$3.81M0.3%+7,778+14.5%AddedHolders
Q4 202153,660$3.18M0.3%+6,649+14.1%AddedHolders
Q3 202147,011$2.47M0.3%+7,086+17.7%AddedHolders
Q2 202139,925$2.16M0.2%+6,671+20.1%AddedHolders
Q1 202133,254$1.75M0.2%––Holders

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