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Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

KO holding history

Coca Cola Co in every 13F filed by Encompass 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2021
Holdings of KO by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−2,908−100.0%Sold outHolders
Q1 20252,908$208.3K0.1%+2,908NewHolders
Q2 20220$00.0%−3,684−100.0%Sold outHolders
Q1 20223,684$228.0K0.1%−28−0.8%ReducedHolders
Q4 20213,712$220.0K0.1%+3,712NewHolders