Skip to main content
Livermore
Livermore
ZHEN

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

KO holding history

Coca Cola Co in every 13F filed by SOA 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)
5,111
Value
$415.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of KO by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,111$415.3K0.1%−356−6.5%ReducedHolders
Q1 20265,467$415.7K0.1%−189−3.3%ReducedHolders
Q4 20255,656$395.4K0.1%−325−5.4%ReducedHolders
Q3 20255,981$396.7K0.1%−1,907−24.2%ReducedHolders
Q2 20257,888$558.1K0.1%+269+3.5%AddedHolders
Q1 20257,619$545.7K0.1%−278−3.5%ReducedHolders
Q4 20247,897$491.7K0.1%+464+6.2%AddedHolders
Q3 20247,433$534.2K0.1%+7+0.1%AddedHolders
Q2 20247,426$472.6K0.1%+8+0.1%AddedHolders
Q1 20247,418$453.8K0.1%−205−2.7%ReducedHolders
Q4 20237,623$449.2K0.1%−1,097−12.6%ReducedHolders
Q3 20238,720$488.1K0.1%+245+2.9%AddedHolders
Q2 20238,475$510.4K0.1%+14+0.2%AddedHolders
Q1 20238,461$524.8K0.1%00.0%UnchangedHolders
Q4 20228,461$538.2K0.1%+10.0%AddedHolders
Q3 20228,460$473.0K0.1%+163+2.0%AddedHolders
Q2 20228,297$521.0K0.2%+13+0.2%AddedHolders
Q1 20228,284$513.0K0.1%+30.0%AddedHolders
Q4 20218,281$486.0K0.1%+21+0.3%AddedHolders
Q3 20218,260$433.0K0.1%+15+0.2%AddedHolders
Q2 20218,245$446.0K0.1%+18+0.2%AddedHolders
Q1 20218,227$433.0K0.1%––Holders

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