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Livermore
Livermore
ZHEN

Wealth Dimensions Group, Ltd.

SEC CIK
0001846462
Latest filing
Jul 22, 2026

KO holding history

Coca Cola Co in every 13F filed by Wealth Dimensions Group, Ltd., 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)
5,998
Value
$487.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of KO by Wealth Dimensions Group, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,998$487.4K0.1%−11−0.2%ReducedHolders
Q1 20266,009$457.0K0.1%+297+5.2%AddedHolders
Q4 20255,712$399.3K0.1%−654−10.3%ReducedHolders
Q3 20256,366$422.2K0.1%−493−7.2%ReducedHolders
Q2 20256,859$485.3K0.1%+74+1.1%AddedHolders
Q1 20256,785$485.9K0.1%−528−7.2%ReducedHolders
Q4 20247,313$455.3K0.1%+109+1.5%AddedHolders
Q3 20247,204$517.6K0.1%−371−4.9%ReducedHolders
Q2 20247,575$482.1K0.1%−218−2.8%ReducedHolders
Q1 20247,793$476.8K0.1%−213−2.7%ReducedHolders
Q4 20238,006$471.8K0.1%−313−3.8%ReducedHolders
Q3 20238,319$465.7K0.2%−54−0.6%ReducedHolders
Q2 20238,373$504.2K0.2%+547+7.0%AddedHolders
Q1 20237,826$485.4K0.2%−32−0.4%ReducedHolders
Q4 20227,858$499.8K0.2%+1,471+23.0%AddedHolders
Q3 20226,387$358.0K0.2%−44−0.7%ReducedHolders
Q2 20226,431$405.0K0.2%−66−1.0%ReducedHolders
Q1 20226,497$403.0K0.2%+273+4.4%AddedHolders
Q4 20216,224$369.0K0.2%+1,589+34.3%AddedHolders
Q3 20214,635$243.0K0.2%−496−9.7%ReducedHolders
Q2 20215,131$278.0K0.2%−18−0.3%ReducedHolders
Q1 20215,149$271.0K0.2%––Holders

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