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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

KO holding history

Coca Cola Co in every 13F filed by CWS Financial Advisors, 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)
9,482
Value
$770.6K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of KO by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,482$770.6K0.2%+1,002+11.8%AddedHolders
Q1 20268,480$644.9K0.2%+44+0.5%AddedHolders
Q4 20258,436$589.8K0.2%+742+9.6%AddedHolders
Q3 20257,694$510.3K0.1%+126+1.7%AddedHolders
Q2 20257,568$535.4K0.2%−171−2.2%ReducedHolders
Q1 20257,739$554.3K0.2%00.0%UnchangedHolders
Q4 20247,739$481.9K0.2%+45+0.6%AddedHolders
Q3 20247,694$552.9K0.2%+706+10.1%AddedHolders
Q2 20246,988$444.8K0.2%+13+0.2%AddedHolders
Q1 20246,975$426.8K0.2%−3,928−36.0%ReducedHolders
Q4 202310,903$642.5K0.2%+25+0.2%AddedHolders
Q3 202310,878$608.9K0.2%−1,702−13.5%ReducedHolders
Q2 202312,580$757.6K0.3%+1,513+13.7%AddedHolders
Q1 202311,067$686.5K0.3%+641+6.1%AddedHolders
Q4 202210,426$550.0K0.2%−624−5.6%ReducedHolders
Q3 202211,050$619.0K0.3%−542−4.7%ReducedHolders
Q2 202211,592$729.0K0.3%+1,022+9.7%AddedHolders
Q1 202210,570$655.0K0.2%−100−0.9%ReducedHolders
Q4 202110,670$632.0K0.2%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202110,385$562.0K0.2%−41−0.4%ReducedHolders
Q1 202110,426$550.0K0.2%––Holders

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