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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

KO holding history

Coca Cola Co in every 13F filed by Advisor OS, 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)
42,559
Value
$3.46M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of KO by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202642,559$3.46M0.2%−1,852−4.2%ReducedHolders
Q1 202644,411$3.38M0.2%−159−0.4%ReducedHolders
Q4 202544,570$3.12M0.3%+5,310+13.5%AddedHolders
Q3 202539,260$2.60M0.2%+1,222+3.2%AddedHolders
Q2 202538,038$2.69M0.3%+2,662+7.5%AddedHolders
Q1 202535,376$2.53M0.3%+1,596+4.7%AddedHolders
Q4 202433,780$2.10M0.2%+2,142+6.8%AddedHolders
Q3 202431,638$2.27M0.2%+1,341+4.4%AddedHolders
Q2 202430,297$1.93M0.2%+3,735+14.1%AddedHolders
Q1 202426,562$1.63M0.2%+5,991+29.1%AddedHolders
Q4 202320,571$1.21M0.2%+3,392+19.7%AddedHolders
Q3 202317,179$961.6K0.1%+748+4.6%AddedHolders
Q2 202316,431$989.5K0.2%+6,016+57.8%AddedHolders
Q1 202310,415$646.0K0.2%+1,314+14.4%AddedHolders
Q4 20229,101$578.9K0.2%+685+8.1%AddedHolders
Q3 20228,416$472.0K0.1%−81−1.0%ReducedHolders
Q2 20228,497$535.0K0.2%+572+7.2%AddedHolders
Q1 20227,925$492.0K0.1%−13−0.2%ReducedHolders
Q4 20217,938$469.0K0.1%+300+3.9%AddedHolders
Q3 20217,638$400.0K0.1%+41+0.5%AddedHolders
Q2 20217,597$411.0K0.1%−187−2.4%ReducedHolders
Q1 20217,784$410.0K0.1%––Holders

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