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RMR Wealth Builders

SEC CIK
0001803848
Latest filing
Jul 24, 2026

KO holding history

Coca Cola Co in every 13F filed by RMR Wealth Builders, 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)
20,669
Value
$1.69M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of KO by RMR Wealth Builders, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,669$1.69M0.1%+1,171+6.0%AddedHolders
Q1 202619,498$1.49M0.1%−386−1.9%ReducedHolders
Q4 202519,884$1.39M0.1%+367+1.9%AddedHolders
Q3 202519,517$1.30M0.1%−1,282−6.2%ReducedHolders
Q2 202520,799$1.48M0.1%+266+1.3%AddedHolders
Q1 202520,533$1.48M0.2%+1,213+6.3%AddedHolders
Q4 202419,320$1.20M0.1%−17,529−47.6%ReducedHolders
Q3 202436,849$2.67M0.3%−384−1.0%ReducedHolders
Q2 202437,233$2.37M0.3%+3,038+8.9%AddedHolders
Q1 202434,195$2.11M0.3%+3,444+11.2%AddedHolders
Q4 202330,751$1.81M0.3%+2,543+9.0%AddedHolders
Q3 202328,208$1.58M0.3%+8,360+42.1%AddedHolders
Q2 202319,848$1.20M0.2%−99−0.5%ReducedHolders
Q1 202319,947$1.25M0.2%+563+2.9%AddedHolders
Q4 202219,384$1.23M0.3%−71−0.4%ReducedHolders
Q3 202219,455$1.10M0.3%+246+1.3%AddedHolders
Q2 202219,209$1.22M0.3%+118+0.6%AddedHolders
Q1 202219,091$1.19M0.3%+19,091NewHolders
Q4 20210$00.0%−22,581−100.0%Sold outHolders
Q3 202122,581$1.19M0.4%−14−0.1%ReducedHolders
Q2 202122,595$1.23M0.4%−1,268−5.3%ReducedHolders
Q1 202123,863$1.26M0.3%––Holders

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