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Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

KO holding history

Coca Cola Co in every 13F filed by Dougherty Wealth Advisers 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q2 2021
Holdings of KO by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−400−100.0%Sold outHolders
Q4 2023400$23.6K<0.1%00.0%UnchangedHolders
Q3 2023400$22.4K<0.1%00.0%UnchangedHolders
Q2 2023400$24.1K<0.1%00.0%UnchangedHolders
Q1 2023400$24.8K<0.1%00.0%UnchangedHolders
Q4 2022400$25.4K<0.1%00.0%UnchangedHolders
Q3 2022400$22.0K<0.1%00.0%UnchangedHolders
Q2 2022400$25.0K<0.1%00.0%UnchangedHolders
Q1 2022400$25.0K<0.1%00.0%UnchangedHolders
Q4 2021400$24.0K<0.1%00.0%UnchangedHolders
Q3 2021400$21.0K<0.1%00.0%UnchangedHolders
Q2 2021400$22.0K<0.1%+400NewHolders