Secure Asset Management, LLC

SEC CIK: 0001800692
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

KO holding history

Coca Cola Co in every 13F filed by Secure Asset Management, 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): 39,801
Value: $3.23M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of KO by Secure Asset Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	39,801	$3.23M	0.5%	+1,905+5.0%	Added	Holders
Q1 2026	37,896	$2.88M	0.5%	−2,629−6.5%	Reduced	Holders
Q4 2025	40,525	$2.83M	0.4%	+1,018+2.6%	Added	Holders
Q3 2025	39,507	$2.64M	0.4%	+10,449+36.0%	Added	Holders
Q2 2025	29,058	$2.06M	0.4%	−9,988−25.6%	Reduced	Holders
Q1 2025	39,046	$2.80M	0.6%	+4,178+12.0%	Added	Holders
Q4 2024	34,868	$2.17M	0.3%	+5,343+18.1%	Added	Holders
Q3 2024	29,525	$2.12M	0.4%	+2,928+11.0%	Added	Holders
Q2 2024	26,597	$1.69M	0.3%	−751−2.7%	Reduced	Holders
Q1 2024	27,348	$1.67M	0.4%	−966−3.4%	Reduced	Holders
Q4 2023	28,314	$1.67M	0.4%	+141+0.5%	Added	Holders
Q3 2023	28,173	$1.58M	0.5%	−8,035−22.2%	Reduced	Holders
Q2 2023	36,208	$2.18M	0.7%	+1,508+4.3%	Added	Holders
Q1 2023	34,700	$2.15M	0.7%	+2,289+7.1%	Added	Holders
Q4 2022	32,411	$2.06M	0.7%	+16,882+108.7%	Added	Holders
Q3 2022	15,529	$870.0K	0.5%	+2,311+17.5%	Added	Holders
Q2 2022	13,218	$832.0K	0.5%	+3,981+43.1%	Added	Holders
Q1 2022	9,237	$573.0K	0.3%	+421+4.8%	Added	Holders
Q4 2021	8,816	$522.0K	0.2%	+190+2.2%	Added	Holders
Q3 2021	8,626	$453.0K	0.2%	−121−1.4%	Reduced	Holders
Q2 2021	8,747	$473.0K	0.2%	+23+0.3%	Added	Holders
Q1 2021	8,724	$460.0K	0.3%	–	–	Holders

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