Cornerstone Wealth Group, LLC

SEC CIK: 0001774879
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

KO holding history

Coca Cola Co in every 13F filed by Cornerstone Wealth Group, 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 2026 holdings

Shares (Q2 2026): 27,325
Value: $2.22M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of KO by Cornerstone Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	27,325	$2.22M	0.1%	+2,416+9.7%	Added	Holders
Q1 2026	24,909	$1.86M	0.1%	+719+3.0%	Added	Holders
Q4 2025	24,190	$1.69M	0.1%	−538−2.2%	Reduced	Holders
Q3 2025	24,728	$1.64M	0.1%	−1,275−4.9%	Reduced	Holders
Q2 2025	26,003	$1.84M	0.1%	+2,166+9.1%	Added	Holders
Q1 2025	23,837	$1.71M	0.1%	+461+2.0%	Added	Holders
Q4 2024	23,376	$1.46M	0.1%	+401+1.7%	Added	Holders
Q3 2024	22,975	$1.65M	0.1%	+137+0.6%	Added	Holders
Q2 2024	22,838	$1.45M	0.1%	+296+1.3%	Added	Holders
Q1 2024	22,542	$1.38M	0.1%	+12,501+124.5%	Added	Holders
Q4 2023	10,041	$591.7K	0.1%	−39,521−79.7%	Reduced	Holders
Q3 2023	49,562	$2.77M	0.5%	−112−0.2%	Reduced	Holders
Q2 2023	49,674	$2.99M	0.5%	+2,897+6.2%	Added	Holders
Q1 2023	46,777	$2.90M	0.5%	+278+0.6%	Added	Holders
Q4 2022	46,499	$2.96M	0.6%	+71+0.2%	Added	Holders
Q3 2022	46,428	$2.60M	0.6%	−2,826−5.7%	Reduced	Holders
Q2 2022	49,254	$3.10M	0.6%	+39,929+428.2%	Added	Holders
Q1 2022	9,325	$578.0K	0.1%	−566−5.7%	Reduced	Holders
Q4 2021	9,891	$586.0K	0.1%	+807+8.9%	Added	Holders
Q3 2021	9,084	$477.0K	0.1%	+929+11.4%	Added	Holders
Q2 2021	8,155	$454.0K	0.1%	+157+2.0%	Added	Holders
Q1 2021	7,998	$437.0K	0.1%	–	–	Holders

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