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Tempus Wealth Planning, LLC

SEC CIK
0001806428
Latest filing
Jul 22, 2026

KO holding history

Coca Cola Co in every 13F filed by Tempus Wealth Planning, 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)
4,705
Value
$382.4K
% of portfolio
0.1%
Quarters held
11
Since Q1 2023
Holdings of KO by Tempus Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,705$382.4K0.1%−269−5.4%ReducedHolders
Q1 20264,974$378.3K0.1%−1,452−22.6%ReducedHolders
Q4 20256,426$449.3K0.1%+239+3.9%AddedHolders
Q3 20256,187$410.3K0.1%+1,415+29.7%AddedHolders
Q2 20254,772$337.6K0.1%+24+0.5%AddedHolders
Q1 20254,748$340.1K0.1%−20−0.4%ReducedHolders
Q4 20244,768$296.8K0.1%+958+25.1%AddedHolders
Q3 20243,810$273.8K0.1%+35+0.9%AddedHolders
Q2 20243,775$240.3K0.1%+3,775NewHolders
Q3 20230$00.0%−3,349−100.0%Sold outHolders
Q2 20233,349$201.7K0.1%+3+0.1%AddedHolders
Q1 20233,346$207.6K0.1%+3,346NewHolders