Skip to main content

Westshore Wealth, LLC

SEC CIK
0001806366
Latest filing
Aug 10, 2026

KO holding history

Coca Cola Co in every 13F filed by Westshore Wealth, 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)
3,079
Value
$250.2K
% of portfolio
0.1%
Quarters held
12
Since Q1 2021
Holdings of KO by Westshore Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,079$250.2K0.1%+221+7.7%AddedHolders
Q1 20262,858$217.4K0.1%−200−6.5%ReducedHolders
Q4 20253,058$213.8K0.1%+10.0%AddedHolders
Q3 20253,057$202.7K0.1%+10.0%AddedHolders
Q2 20253,056$216.2K0.1%+10.0%AddedHolders
Q1 20253,055$218.8K0.1%+3,055NewHolders
Q4 20240$00.0%−3,054−100.0%Sold outHolders
Q3 20243,054$219.5K0.1%+3,054NewHolders
Q3 20230$00.0%−5,650−100.0%Sold outHolders
Q2 20235,650$340.3K0.2%−1,331−19.1%ReducedHolders
Q1 20236,981$433.0K0.2%+231+3.4%AddedHolders
Q4 20226,750$429.3K0.2%+6,750NewHolders
Q3 20210$00.0%−9,603−100.0%Sold outHolders
Q2 20219,603$520.0K0.3%+10.0%AddedHolders
Q1 20219,602$506.0K0.3%––Holders

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