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Geometric Wealth Advisors

SEC CIK
0001900576
Latest filing
Aug 11, 2026

KO holding history

Coca Cola Co in every 13F filed by Geometric Wealth Advisors, 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)
11,706
Value
$951.3K
% of portfolio
0.1%
Quarters held
9
Since Q2 2024
Holdings of KO by Geometric Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,706$951.3K0.1%−37−0.3%ReducedHolders
Q1 202611,743$893.1K0.1%+145+1.3%AddedHolders
Q4 202511,598$810.8K0.1%+16+0.1%AddedHolders
Q3 202511,582$768.1K0.1%+111+1.0%AddedHolders
Q2 202511,471$811.5K0.1%+45+0.4%AddedHolders
Q1 202511,426$818.3K0.1%+29+0.3%AddedHolders
Q4 202411,397$709.6K0.1%+10+0.1%AddedHolders
Q3 202411,387$818.3K0.2%00.0%UnchangedHolders
Q2 202411,387$724.8K0.1%+11,387NewHolders