Skip to main content
Livermore
Livermore
ZHEN

BCS Wealth Management

SEC CIK
0001798172
Latest filing
Jul 16, 2026

KO holding history

Coca Cola Co in every 13F filed by BCS Wealth Management, 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)
10,646
Value
$865.1K
% of portfolio
0.2%
Quarters held
19
Since Q1 2021
Holdings of KO by BCS Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,646$865.1K0.2%+896+9.2%AddedHolders
Q1 20269,750$741.4K0.2%−10,590−52.1%ReducedHolders
Q4 202520,340$1.42M0.1%+10,348+103.6%AddedHolders
Q3 20259,992$662.6K0.1%−1,009−9.2%ReducedHolders
Q2 202511,001$778.0K0.2%+1,427+14.9%AddedHolders
Q1 20259,574$686.0K0.2%−534−5.3%ReducedHolders
Q4 202410,108$629.0K0.2%+10,108NewHolders
Q2 20240$00.0%−10,861−100.0%Sold outHolders
Q1 202410,861$664.0K0.2%−329−2.9%ReducedHolders
Q4 202311,190$659.0K0.2%+46+0.4%AddedHolders
Q3 202311,144$624.0K0.3%+11,144NewHolders
Q2 20230$00.0%−5,140−100.0%Sold outHolders
Q1 20235,140$319.0K0.1%−5,794−53.0%ReducedHolders
Q4 202210,934$696.0K0.3%−310−2.8%ReducedHolders
Q3 202211,244$630.0K0.3%−1,196−9.6%ReducedHolders
Q2 202212,440$783.0K0.3%+934+8.1%AddedHolders
Q1 202211,506$713.0K0.3%−1,868−14.0%ReducedHolders
Q4 202113,374$792.0K0.3%+1,171+9.6%AddedHolders
Q3 202112,203$640.0K0.3%+1,633+15.4%AddedHolders
Q2 202110,570$572.0K0.3%+1,006+10.5%AddedHolders
Q1 20219,564$504.0K0.2%––Holders

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