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Livermore
Livermore
ZHEN

Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

KO holding history

Coca Cola Co in every 13F filed by Avion Wealth, 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)
2,025
Value
$164.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of KO by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,025$164.0K<0.1%+221+12.3%AddedHolders
Q1 20261,804$137.0K<0.1%+9+0.5%AddedHolders
Q4 20251,795$125.0K<0.1%+73+4.2%AddedHolders
Q3 20251,722$114.0K<0.1%+158+10.1%AddedHolders
Q2 20251,564$110.0K<0.1%−67−4.1%ReducedHolders
Q1 20251,631$101.0K<0.1%00.0%UnchangedHolders
Q4 20241,631$101.0K<0.1%+173+11.9%AddedHolders
Q3 20241,458$104.0K<0.1%−156−9.7%ReducedHolders
Q2 20241,614$102.0K<0.1%+470+41.1%AddedHolders
Q1 20241,144$70.0K<0.1%+325+39.7%AddedHolders
Q4 2023819$48.0K<0.1%+322+64.8%AddedHolders
Q3 2023497$27.0K<0.1%−284−36.4%ReducedHolders
Q2 2023781$46.0K<0.1%+332+73.9%AddedHolders
Q1 2023449$28.0K<0.1%+2+0.4%AddedHolders
Q4 2022447$25.0K<0.1%00.0%UnchangedHolders
Q3 2022447$25.0K<0.1%00.0%UnchangedHolders
Q2 2022447$28.0K<0.1%+35+8.5%AddedHolders
Q1 2022412$26.0K<0.1%00.0%UnchangedHolders
Q4 2021412$24.0K<0.1%−98−19.2%ReducedHolders
Q3 2021510$27.0K<0.1%+449+736.1%AddedHolders
Q2 202161$3.00K<0.1%−296−82.9%ReducedHolders
Q1 2021357$19.0K<0.1%––Holders

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