CFM Wealth Partners LLC

SEC CIK: 0001801097
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

KO holding history

Coca Cola Co in every 13F filed by CFM Wealth Partners 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): 42,080
Value: $3.42M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of KO by CFM Wealth Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	42,080	$3.42M	0.4%	−15,391−26.8%	Reduced	Holders
Q1 2026	57,471	$4.37M	0.7%	−1,075−1.8%	Reduced	Holders
Q4 2025	58,546	$4.09M	0.6%	−4,419−7.0%	Reduced	Holders
Q3 2025	62,965	$4.18M	0.6%	−6,028−8.7%	Reduced	Holders
Q2 2025	68,993	$4.88M	0.8%	+841+1.2%	Added	Holders
Q1 2025	68,152	$4.88M	0.9%	+2,025+3.1%	Added	Holders
Q4 2024	66,127	$4.12M	0.7%	+4,096+6.6%	Added	Holders
Q3 2024	62,031	$4.46M	0.8%	+3,640+6.2%	Added	Holders
Q2 2024	58,391	$3.72M	0.7%	+2,728+4.9%	Added	Holders
Q1 2024	55,663	$3.41M	0.7%	+8,334+17.6%	Added	Holders
Q4 2023	47,329	$2.79M	0.6%	+803+1.7%	Added	Holders
Q3 2023	46,526	$2.60M	0.7%	+4,659+11.1%	Added	Holders
Q2 2023	41,867	$2.52M	0.6%	+35+0.1%	Added	Holders
Q1 2023	41,832	$2.59M	0.7%	+1,242+3.1%	Added	Holders
Q4 2022	40,590	$2.58M	0.8%	+2,853+7.6%	Added	Holders
Q3 2022	37,737	$2.11M	0.7%	+9,253+32.5%	Added	Holders
Q2 2022	28,484	$1.79M	0.5%	+1,649+6.1%	Added	Holders
Q1 2022	26,835	$1.66M	0.4%	+1,036+4.0%	Added	Holders
Q4 2021	25,799	$1.53M	0.3%	+3,388+15.1%	Added	Holders
Q3 2021	22,411	$1.18M	0.3%	+168+0.8%	Added	Holders
Q2 2021	22,243	$1.20M	0.3%	00.0%	Unchanged	Holders
Q1 2021	22,243	$1.17M	0.4%	–	–	Holders

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