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Livermore
Livermore
ZHEN

Trinity Financial Advisors LLC

SEC CIK
0001809574
Latest filing
Jul 6, 2026

KO holding history

Coca Cola Co in every 13F filed by Trinity Financial 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)
3,887
Value
$318.0K
% of portfolio
0.1%
Quarters held
20
Since Q2 2021
Holdings of KO by Trinity Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,887$318.0K0.1%+4+0.1%AddedHolders
Q1 20263,883$297.4K0.1%00.0%UnchangedHolders
Q4 20253,883$271.5K0.1%+9+0.2%AddedHolders
Q3 20253,874$258.9K0.1%+4+0.1%AddedHolders
Q2 20253,870$275.8K0.1%00.0%UnchangedHolders
Q1 20253,870$283.2K0.1%−3−0.1%ReducedHolders
Q4 20243,873$239.5K0.1%+8+0.2%AddedHolders
Q3 20243,865$258.2K0.1%+11+0.3%AddedHolders
Q2 20243,854$247.2K0.1%+4+0.1%AddedHolders
Q1 20243,850$235.5K0.1%00.0%UnchangedHolders
Q4 20233,850$226.9K0.1%+9+0.2%AddedHolders
Q3 20233,841$215.0K0.1%+4+0.1%AddedHolders
Q2 20233,837$231.1K0.1%+4+0.1%AddedHolders
Q1 20233,833$237.8K0.1%00.0%UnchangedHolders
Q4 20223,833$243.8K0.2%00.0%UnchangedHolders
Q3 20223,833$215.0K0.2%+3,833NewHolders
Q2 20220$00.0%−3,833−100.0%Sold outHolders
Q1 20223,833$238.0K0.1%00.0%UnchangedHolders
Q4 20213,833$227.0K0.1%00.0%UnchangedHolders
Q3 20213,833$201.0K0.1%00.0%UnchangedHolders
Q2 20213,833$207.0K0.1%+3,833NewHolders