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Livermore
Livermore
ZHEN

Aries Wealth Management

SEC CIK
0001729515
Latest filing
Jul 24, 2026

KO holding history

Coca Cola Co in every 13F filed by Aries Wealth Management, 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)
12,151
Value
$987.5K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of KO by Aries Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,151$987.5K0.2%−18−0.1%ReducedHolders
Q1 202612,169$925.5K0.2%−21−0.2%ReducedHolders
Q4 202512,190$852.2K0.2%00.0%UnchangedHolders
Q3 202512,190$808.4K0.2%00.0%UnchangedHolders
Q2 202512,190$862.4K0.2%−218−1.8%ReducedHolders
Q1 202512,408$888.7K0.2%+200+1.6%AddedHolders
Q4 202412,208$760.1K0.2%00.0%UnchangedHolders
Q3 202412,208$877.3K0.2%−1,839−13.1%ReducedHolders
Q2 202414,047$894.1K0.3%−19−0.1%ReducedHolders
Q1 202414,066$860.6K0.3%−1,500−9.6%ReducedHolders
Q4 202315,566$917.3K0.3%−1,422−8.4%ReducedHolders
Q3 202316,988$907.7K0.4%+1,422+9.1%AddedHolders
Q2 202315,566$937.4K0.4%00.0%UnchangedHolders
Q1 202315,566$965.6K0.4%−267−1.7%ReducedHolders
Q4 202215,833$1.01M0.4%−100−0.6%ReducedHolders
Q3 202215,933$954.0K0.4%−59−0.4%ReducedHolders
Q2 202215,992$1.01M0.5%+15,992NewHolders
Q1 20220$00.0%−15,492−100.0%Sold outHolders
Q4 202115,492$917.0K0.3%+388+2.6%AddedHolders
Q3 202115,104$793.0K0.3%+500+3.4%AddedHolders
Q2 202114,604$790.0K0.3%+53+0.4%AddedHolders
Q1 202114,551$772.0K0.3%––Holders

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