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ERTS Wealth Advisors, LLC

SEC CIK
0001767602
Latest filing
Aug 6, 2026

KO holding history

Coca Cola Co in every 13F filed by ERTS 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of KO by ERTS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−3,001−100.0%Sold outHolders
Q1 20253,001$214.9K<0.1%−1,508−33.4%ReducedHolders
Q4 20244,509$280.7K0.1%−1,102−19.6%ReducedHolders
Q3 20245,611$403.2K0.1%−1,584−22.0%ReducedHolders
Q2 20247,195$457.9K0.1%−987−12.1%ReducedHolders
Q1 20248,182$500.6K0.1%−52−0.6%ReducedHolders
Q4 20238,234$485.3K0.1%−213−2.5%ReducedHolders
Q3 20238,447$472.9K0.1%−47−0.6%ReducedHolders
Q2 20238,494$511.5K0.1%−62−0.7%ReducedHolders
Q1 20238,556$530.8K0.1%−2,775−24.5%ReducedHolders
Q4 202211,331$720.8K0.2%+29+0.3%AddedHolders
Q3 202211,302$633.0K0.2%+1,296+13.0%AddedHolders
Q2 202210,006$629.0K0.2%−15−0.1%ReducedHolders
Q1 202210,021$621.0K0.2%−1,228−10.9%ReducedHolders
Q4 202111,249$665.0K0.2%+62+0.6%AddedHolders
Q3 202111,187$587.0K0.2%−16−0.1%ReducedHolders
Q2 202111,203$606.0K0.2%+55+0.5%AddedHolders
Q1 202111,148$588.0K0.2%––Holders

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