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Herold Advisors, Inc.

SEC CIK
0001891713
Latest filing
Jul 22, 2026

KO holding history

Coca Cola Co in every 13F filed by Herold Advisors, Inc., 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)
6,898
Value
$559.0K
% of portfolio
0.1%
Quarters held
20
Since Q3 2021
Holdings of KO by Herold Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,898$559.0K0.1%+359+5.5%AddedHolders
Q1 20266,539$497.2K0.1%+40+0.6%AddedHolders
Q4 20256,499$454.3K0.1%+17+0.3%AddedHolders
Q3 20256,482$430.0K0.1%−1,290−16.6%ReducedHolders
Q2 20257,772$549.9K0.1%+643+9.0%AddedHolders
Q1 20257,129$510.7K0.1%−368−4.9%ReducedHolders
Q4 20247,497$466.9K0.1%+218+3.0%AddedHolders
Q3 20247,279$523.1K0.1%−18−0.2%ReducedHolders
Q2 20247,297$464.5K0.1%+11+0.2%AddedHolders
Q1 20247,286$445.8K0.1%+868+13.5%AddedHolders
Q4 20236,418$378.3K0.1%−587−8.4%ReducedHolders
Q3 20237,005$392.1K0.1%−143−2.0%ReducedHolders
Q2 20237,148$430.4K0.1%−1,004−12.3%ReducedHolders
Q1 20238,152$505.7K0.2%+621+8.2%AddedHolders
Q4 20227,531$479.1K0.2%+337+4.7%AddedHolders
Q3 20227,194$403.0K0.2%+10+0.1%AddedHolders
Q2 20227,184$451.0K0.2%+6+0.1%AddedHolders
Q1 20227,178$445.1K0.2%+500+7.5%AddedHolders
Q4 20216,678$395.0K0.2%−587−8.1%ReducedHolders
Q3 20217,265$381.0K0.1%–No prior filingHolders