Skip to main content

Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

KO holding history

Coca Cola Co in every 13F filed by Wealth Effects 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2021
Holdings of KO by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−3,250−100.0%Sold outHolders
Q1 20233,250$201.6K0.1%00.0%UnchangedHolders
Q4 20223,250$206.7K0.1%−393−10.8%ReducedHolders
Q3 20223,643$204.0K0.1%00.0%UnchangedHolders
Q2 20223,643$229.0K0.1%−83−2.2%ReducedHolders
Q1 20223,726$231.0K0.1%00.0%UnchangedHolders
Q4 20213,726$221.0K0.1%–No prior filingHolders