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Livermore
Livermore
ZHEN

Archetype Wealth Partners

SEC CIK
0001769089
Latest filing
Aug 14, 2026

KO holding history

Coca Cola Co in every 13F filed by Archetype Wealth Partners, 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)
6,421
Value
$522.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of KO by Archetype Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,421$522.0K0.1%+304+5.0%AddedHolders
Q1 20266,117$465.0K0.1%00.0%UnchangedHolders
Q4 20256,117$428.0K0.1%−441−6.7%ReducedHolders
Q3 20256,558$435.0K0.1%+441+7.2%AddedHolders
Q2 20256,117$433.0K0.1%00.0%UnchangedHolders
Q1 20256,117$438.0K0.1%−51−0.8%ReducedHolders
Q4 20246,168$384.0K0.1%−22−0.4%ReducedHolders
Q3 20246,190$445.0K0.1%+49+0.8%AddedHolders
Q2 20246,141$391.0K0.1%+10.0%AddedHolders
Q1 20246,140$376.0K0.1%−763−11.1%ReducedHolders
Q4 20236,903$407.0K0.1%−41−0.6%ReducedHolders
Q3 20236,944$389.0K0.1%−61−0.9%ReducedHolders
Q2 20237,005$422.0K0.1%−25−0.4%ReducedHolders
Q1 20237,030$436.0K0.1%−991−12.4%ReducedHolders
Q4 20228,021$510.0K0.1%+1,882+30.7%AddedHolders
Q3 20226,139$344.0K0.1%−338−5.2%ReducedHolders
Q2 20226,477$407.0K0.1%+338+5.5%AddedHolders
Q1 20226,139$381.0K0.1%00.0%UnchangedHolders
Q4 20216,139$363.0K0.1%00.0%UnchangedHolders
Q3 20216,139$322.0K0.1%−20−0.3%ReducedHolders
Q2 20216,159$333.0K0.1%+10.0%AddedHolders
Q1 20216,158$325.0K0.1%––Holders

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