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Livermore
Livermore
ZHEN

Core Wealth Advisors, Inc.

SEC CIK
0001770532
Latest filing
Aug 11, 2026

KO holding history

Coca Cola Co in every 13F filed by Core Wealth Advisors, Inc., 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)
4,423
Value
$359.5K
% of portfolio
0.1%
Quarters held
15
Since Q1 2021
Holdings of KO by Core Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,423$359.5K0.1%+458+11.6%AddedHolders
Q1 20263,965$301.5K0.1%+3,965NewHolders
Q2 20240$00.0%−557−100.0%Sold outHolders
Q1 2024557$34.1K<0.1%−2−0.4%ReducedHolders
Q4 2023559$32.9K<0.1%−35,263−98.4%ReducedHolders
Q3 202335,822$2.01M0.8%+1,961+5.8%AddedHolders
Q2 202333,861$2.04M0.8%+1,418+4.4%AddedHolders
Q1 202332,443$2.01M0.8%+8,134+33.5%AddedHolders
Q4 202224,309$1.55M0.7%+2,183+9.9%AddedHolders
Q3 202222,126$1.24M0.7%+22,081+49,068.9%AddedHolders
Q2 202245$3.00K<0.1%00.0%UnchangedHolders
Q1 202245$3.00K<0.1%−600−93.0%ReducedHolders
Q4 2021645$38.0K<0.1%+600+1,333.3%AddedHolders
Q3 202145$2.00K<0.1%00.0%UnchangedHolders
Q2 202145$2.00K<0.1%00.0%UnchangedHolders
Q1 202145$2.00K<0.1%––Holders

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