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Moser Wealth Advisors, LLC

SEC CIK
0001803081
Latest filing
Jul 31, 2025

KO holding history

Coca Cola Co in every 13F filed by Moser Wealth 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 2025 holdings

Shares (Q2 2025)
500
Value
$35.4K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2021
Holdings of KO by Moser Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2025500$35.4K<0.1%00.0%UnchangedHolders
Q1 2025500$35.8K<0.1%+409+449.5%AddedHolders
Q4 202491$5.67K<0.1%00.0%UnchangedHolders
Q3 202491$6.54K<0.1%00.0%UnchangedHolders
Q2 202491$5.79K<0.1%00.0%UnchangedHolders
Q1 202491$5.57K<0.1%+91NewHolders
Q1 20220$00.0%−33−100.0%Sold outHolders
Q4 202133$2.00K<0.1%00.0%UnchangedHolders
Q3 202133$2.00K<0.1%00.0%UnchangedHolders
Q2 202133$2.00K<0.1%00.0%UnchangedHolders
Q1 202133$2.00K<0.1%––Holders

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