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Livermore
Livermore
ZHEN

Octavia Wealth Advisors, LLC

SEC CIK
0001841259
Latest filing
Jul 14, 2026

KO holding history

Coca Cola Co in every 13F filed by Octavia 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)
8,007
Value
$654.9K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of KO by Octavia Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,007$654.9K0.1%−912−10.2%ReducedHolders
Q1 20268,919$683.0K0.1%+89+1.0%AddedHolders
Q4 20258,830$612.0K0.1%−131−1.5%ReducedHolders
Q3 20258,961$598.9K0.1%+383+4.5%AddedHolders
Q2 20258,578$611.3K0.1%−199−2.3%ReducedHolders
Q1 20258,777$633.1K0.1%−14,454−62.2%ReducedHolders
Q4 202423,231$1.45M0.2%+449+2.0%AddedHolders
Q3 202422,782$1.65M0.2%+477+2.1%AddedHolders
Q2 202422,305$1.43M0.2%+668+3.1%AddedHolders
Q1 202421,637$1.33M0.2%−1,194−5.2%ReducedHolders
Q4 202322,831$1.35M0.2%+944+4.3%AddedHolders
Q3 202321,887$1.24M0.3%+358+1.7%AddedHolders
Q2 202321,529$1.31M0.3%+1,355+6.7%AddedHolders
Q1 202320,174$1.26M0.3%+289+1.5%AddedHolders
Q4 202219,885$1.26M0.3%−65−0.3%ReducedHolders
Q3 202219,950$1.13M0.3%+118+0.6%AddedHolders
Q2 202219,832$1.26M0.3%+327+1.7%AddedHolders
Q1 202219,505$1.22M0.3%+525+2.8%AddedHolders
Q4 202118,980$1.12M0.2%+268+1.4%AddedHolders
Q3 202118,712$991.0K0.3%−1,048−5.3%ReducedHolders
Q2 202119,760$1.08M0.3%+395+2.0%AddedHolders
Q1 202119,365$1.03M0.3%––Holders

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