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Livermore
Livermore
ZHEN

Inlet Private Wealth, LLC

SEC CIK
0001759751
Latest filing
Aug 7, 2026

KO holding history

Coca Cola Co in every 13F filed by Inlet Private 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)
9,163
Value
$744.7K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of KO by Inlet Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,163$744.7K0.2%+100+1.1%AddedHolders
Q1 20269,063$689.3K0.2%00.0%UnchangedHolders
Q4 20259,063$633.6K0.1%+513+6.0%AddedHolders
Q3 20258,550$567.1K0.1%+697+8.9%AddedHolders
Q2 20257,853$555.6K0.1%00.0%UnchangedHolders
Q1 20257,853$562.5K0.1%00.0%UnchangedHolders
Q4 20247,853$489.0K0.1%−1,000−11.3%ReducedHolders
Q3 20248,853$636.2K0.2%−560−5.9%ReducedHolders
Q2 20249,413$599.2K0.2%+1,677+21.7%AddedHolders
Q1 20247,736$473.3K0.1%00.0%UnchangedHolders
Q4 20237,736$455.9K0.1%−1,500−16.2%ReducedHolders
Q3 20239,236$517.0K0.2%−4,963−35.0%ReducedHolders
Q2 202314,199$855.1K0.2%00.0%UnchangedHolders
Q1 202314,199$880.8K0.2%−900−6.0%ReducedHolders
Q4 202215,099$960.5K0.3%+3,095+25.8%AddedHolders
Q3 202212,004$672.0K0.2%+13+0.1%AddedHolders
Q2 202211,991$754.0K0.2%+13+0.1%AddedHolders
Q1 202211,978$743.0K0.2%+110+0.9%AddedHolders
Q4 202111,868$703.0K0.2%+14+0.1%AddedHolders
Q3 202111,854$622.0K0.2%+14+0.1%AddedHolders
Q2 202111,840$641.0K0.2%+14+0.1%AddedHolders
Q1 202111,826$623.0K0.2%––Holders

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