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Livermore
Livermore
ZHEN

HHM Wealth Advisors, LLC

SEC CIK
0001750086
Latest filing
Jul 13, 2026

KO holding history

Coca Cola Co in every 13F filed by HHM Wealth Advisors, 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)
11,661
Value
$947.7K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of KO by HHM Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,661$947.7K0.1%−294−2.5%ReducedHolders
Q1 202611,955$909.2K0.1%−12−0.1%ReducedHolders
Q4 202511,967$836.6K0.1%−198−1.6%ReducedHolders
Q3 202512,165$806.8K0.1%−142−1.2%ReducedHolders
Q2 202512,307$870.7K0.1%−86−0.7%ReducedHolders
Q1 202512,393$887.6K0.1%+1,930+18.4%AddedHolders
Q4 202410,463$651.4K0.1%+1,313+14.3%AddedHolders
Q3 20249,150$657.5K0.1%−868−8.7%ReducedHolders
Q2 202410,018$637.6K0.1%+4,160+71.0%AddedHolders
Q1 20245,858$358.4K0.1%−325−5.3%ReducedHolders
Q4 20236,183$364.4K0.1%+940+17.9%AddedHolders
Q3 20235,243$293.5K0.1%−270−4.9%ReducedHolders
Q2 20235,513$332.0K0.1%−40−0.7%ReducedHolders
Q1 20235,553$344.5K0.1%+199+3.7%AddedHolders
Q4 20225,354$340.6K0.1%−20.0%ReducedHolders
Q3 20225,356$300.0K0.1%−2,673−33.3%ReducedHolders
Q2 20228,029$505.0K0.1%+675+9.2%AddedHolders
Q1 20227,354$456.0K0.1%−10−0.1%ReducedHolders
Q4 20217,364$436.0K0.1%00.0%UnchangedHolders
Q3 20217,364$386.0K0.1%−957−11.5%ReducedHolders
Q2 20218,321$450.0K0.1%00.0%UnchangedHolders
Q1 20218,321$439.0K0.1%––Holders

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