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Livermore
Livermore
ZHEN

Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

KO holding history

Coca Cola Co in every 13F filed by Arkadios Wealth Advisors, 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)
202,911
Value
$16.5M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of KO by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026202,911$16.5M0.3%−6,589−3.1%ReducedHolders
Q1 2026209,500$15.9M0.3%+7,703+3.8%AddedHolders
Q4 2025201,797$14.1M0.3%+28,196+16.2%AddedHolders
Q3 2025173,601$11.5M0.3%+17,203+11.0%AddedHolders
Q2 2025156,398$11.1M0.3%+5,341+3.5%AddedHolders
Q1 2025151,057$10.8M0.4%+55,758+58.5%AddedHolders
Q4 202495,299$5.93M0.3%−2,630−2.7%ReducedHolders
Q3 202497,929$7.04M0.4%−7,985−7.5%ReducedHolders
Q2 2024105,914$6.74M0.5%−49,070−31.7%ReducedHolders
Q1 2024154,984$9.48M0.7%+9,523+6.5%AddedHolders
Q4 2023145,461$8.57M0.7%+11,738+8.8%AddedHolders
Q3 2023133,723$7.49M0.7%+54,344+68.5%AddedHolders
Q2 202379,379$4.78M0.6%+1,979+2.6%AddedHolders
Q1 202377,400$4.80M0.6%+2,924+3.9%AddedHolders
Q4 202274,476$4.74M0.6%+11,639+18.5%AddedHolders
Q3 202262,837$3.52M0.5%+8,813+16.3%AddedHolders
Q2 202254,024$3.40M0.5%+4,485+9.1%AddedHolders
Q1 202249,539$3.07M0.4%+7,646+18.3%AddedHolders
Q4 202141,893$2.48M0.3%+4,706+12.7%AddedHolders
Q3 202137,187$1.95M0.3%−8,044−17.8%ReducedHolders
Q2 202145,231$2.45M0.3%+12,628+38.7%AddedHolders
Q1 202132,603$1.72M0.3%––Holders

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