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Livermore
Livermore
ZHEN

Mattern Wealth Management LLC

SEC CIK
0001802376
Latest filing
Jul 23, 2026

KO holding history

Coca Cola Co in every 13F filed by Mattern Wealth Management 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)
6,981
Value
$567.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of KO by Mattern Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,981$567.3K0.1%+592+9.3%AddedHolders
Q1 20266,389$485.9K0.1%−2,400−27.3%ReducedHolders
Q4 20258,789$614.4K0.1%−20−0.2%ReducedHolders
Q3 20258,809$584.2K0.1%00.0%UnchangedHolders
Q2 20258,809$623.2K0.1%00.0%UnchangedHolders
Q1 20258,809$630.9K0.1%+101+1.2%AddedHolders
Q4 20248,708$542.2K0.1%−170−1.9%ReducedHolders
Q3 20248,878$638.0K0.1%00.0%UnchangedHolders
Q2 20248,878$565.1K0.1%+1,600+22.0%AddedHolders
Q1 20247,278$445.3K0.1%00.0%UnchangedHolders
Q4 20237,278$428.9K0.1%−1,263−14.8%ReducedHolders
Q3 20238,541$478.1K0.1%00.0%UnchangedHolders
Q2 20238,541$514.3K0.2%00.0%UnchangedHolders
Q1 20238,541$529.8K0.2%00.0%UnchangedHolders
Q4 20228,541$543.3K0.2%00.0%UnchangedHolders
Q3 20228,541$478.0K0.2%00.0%UnchangedHolders
Q2 20228,541$537.0K0.2%+200+2.4%AddedHolders
Q1 20228,341$517.0K0.2%00.0%UnchangedHolders
Q4 20218,341$494.0K0.1%00.0%UnchangedHolders
Q3 20218,341$438.0K0.1%00.0%UnchangedHolders
Q2 20218,341$470.0K0.1%00.0%UnchangedHolders
Q1 20218,341$440.0K0.2%––Holders

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