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Centric Wealth Management

SEC CIK
0001752761
Latest filing
Aug 6, 2026

KO holding history

Coca Cola Co in every 13F filed by Centric 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 (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of KO by Centric Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−23,254−100.0%Sold outHolders
Q2 202223,254$1.46M0.5%+692+3.1%AddedHolders
Q1 202222,562$1.40M0.4%+1,077+5.0%AddedHolders
Q4 202121,485$1.27M0.4%+1,420+7.1%AddedHolders
Q3 202120,065$1.05M0.4%+728+3.8%AddedHolders
Q2 202119,337$1.05M0.4%+857+4.6%AddedHolders
Q1 202118,480$974.0K0.3%––Holders

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