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Livermore
Livermore
ZHEN

CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

KO holding history

Coca Cola Co in every 13F filed by CM 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)
7,208
Value
$589.6K
% of portfolio
0.1%
Quarters held
16
Since Q2 2022
Holdings of KO by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,208$589.6K0.1%+927+14.8%AddedHolders
Q1 20266,281$481.0K0.1%+1,151+22.4%AddedHolders
Q4 20255,130$358.6K0.1%+1,549+43.3%AddedHolders
Q3 20253,581$239.3K0.1%+50+1.4%AddedHolders
Q2 20253,531$251.6K0.1%00.0%UnchangedHolders
Q1 20253,531$254.7K0.1%00.0%UnchangedHolders
Q4 20243,531$219.8K0.1%00.0%UnchangedHolders
Q3 20243,531$255.4K0.1%00.0%UnchangedHolders
Q2 20243,531$226.5K0.1%+85+2.5%AddedHolders
Q1 20243,446$215.8K0.1%−85−2.4%ReducedHolders
Q4 20233,531$208.1K0.1%+3,531NewHolders
Q3 20230$00.0%−3,796−100.0%Sold outHolders
Q2 20233,796$237.2K0.1%−68−1.8%ReducedHolders
Q1 20233,864$246.0K<0.1%+64+1.7%AddedHolders
Q4 20223,800$241.7K0.1%00.0%UnchangedHolders
Q3 20223,800$214.5K0.1%00.0%UnchangedHolders
Q2 20223,800$240.7K0.1%–No prior filingHolders