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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

KO holding history

Coca Cola Co in every 13F filed by Regent Peak 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 2026 holdings

Shares (Q2 2026)
140,275
Value
$3.37M
% of portfolio
0.6%
Quarters held
21
Since Q1 2021
Holdings of KO by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026140,275$3.37M0.6%+4,552+3.4%AddedHolders
Q1 2026135,723$2.82M0.6%+2,215+1.7%AddedHolders
Q4 2025133,508$2.44M0.5%−75−0.1%ReducedHolders
Q3 2025133,583$2.33M0.5%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 2025133,977$2.53M0.6%−4,052−2.9%ReducedHolders
Q4 2024138,029$2.47M0.6%−22,658−14.1%ReducedHolders
Q3 2024160,687$4.46M1.0%−3,351−2.0%ReducedHolders
Q2 2024164,038$4.18M1.0%+1,799+1.1%AddedHolders
Q1 2024162,239$9.93M2.5%−2,934−1.8%ReducedHolders
Q4 2023165,173$9.73M2.6%+1,027+0.6%AddedHolders
Q3 2023164,146$9.19M2.8%+987+0.6%AddedHolders
Q2 2023163,159$9.83M2.9%−2,664−1.6%ReducedHolders
Q1 2023165,823$4.18M1.3%+98,600+146.7%AddedHolders
Q4 202267,223$4.28M1.4%+12,671+23.2%AddedHolders
Q3 202254,552$3.08M1.1%−97,507−64.1%ReducedHolders
Q2 2022152,059$3.38M1.1%+1,504+1.0%AddedHolders
Q1 2022150,555$3.23M0.9%+1,659+1.1%AddedHolders
Q4 2021148,896$3.00M0.8%+1,650+1.1%AddedHolders
Q3 2021147,246$2.58M0.7%+97,012+193.1%AddedHolders
Q2 202150,234$2.87M0.8%−4,135−7.6%ReducedHolders
Q1 202154,369$2.87M0.9%––Holders

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