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Livermore
Livermore
ZHEN

SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

KO holding history

Coca Cola Co in every 13F filed by SkyOak Wealth, LLC, 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)
12,682
Value
$1.03M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of KO by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,682$1.03M0.2%−200−1.6%ReducedHolders
Q1 202612,882$979.7K0.2%−13−0.1%ReducedHolders
Q4 202512,895$901.5K0.2%−81−0.6%ReducedHolders
Q3 202512,976$860.6K0.2%00.0%UnchangedHolders
Q2 202512,976$918.0K0.2%+125+1.0%AddedHolders
Q1 202512,851$920.4K0.2%−37−0.3%ReducedHolders
Q4 202412,888$802.4K0.2%−98−0.8%ReducedHolders
Q3 202412,986$933.2K0.2%00.0%UnchangedHolders
Q2 202412,986$826.6K0.2%00.0%UnchangedHolders
Q1 202412,986$794.5K0.2%−1,318−9.2%ReducedHolders
Q4 202314,304$843.0K0.2%−171−1.2%ReducedHolders
Q3 202314,475$810.3K0.2%−100−0.7%ReducedHolders
Q2 202314,575$877.7K0.2%+945+6.9%AddedHolders
Q1 202313,630$845.5K0.3%+937+7.4%AddedHolders
Q4 202212,693$807.4K0.3%−42−0.3%ReducedHolders
Q3 202212,735$713.0K0.3%+38+0.3%AddedHolders
Q2 202212,697$799.0K0.3%−282−2.2%ReducedHolders
Q1 202212,979$805.0K0.2%−100−0.8%ReducedHolders
Q4 202113,079$774.0K0.2%+464+3.7%AddedHolders
Q3 202112,615$662.0K0.2%+30.0%AddedHolders
Q2 202112,612$682.0K0.2%00.0%UnchangedHolders
Q1 202112,612$676.0K0.2%––Holders

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