BT Wealth Management LLC

SEC CIK: 0001767863
Latest filing: Jul 26, 2022

SEC filings (opens in a new tab)

KO holding history

Coca Cola Co in every 13F filed by BT Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KO overview All 13F holders of KO Full Q2 2022 holdings

Shares (Q2 2022): 6,436
Value: $405.0K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2021

Holdings of KO by BT Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	6,436	$405.0K	0.1%	−147−2.2%	Reduced	Holders
Q1 2022	6,583	$408.0K	0.1%	−161−2.4%	Reduced	Holders
Q4 2021	6,744	$399.0K	0.1%	+6,744	New	Holders