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Livermore
Livermore
ZHEN

Stone Point Wealth LLC

SEC CIK
0001908192
Latest filing
Jul 23, 2026

KO holding history

Coca Cola Co in every 13F filed by Stone Point Wealth 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)
10,267
Value
$834.4K
% of portfolio
0.2%
Quarters held
18
Since Q1 2022
Holdings of KO by Stone Point Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,267$834.4K0.2%−35−0.3%ReducedHolders
Q1 202610,302$783.5K0.2%−823−7.4%ReducedHolders
Q4 202511,125$777.7K0.2%−1,220−9.9%ReducedHolders
Q3 202512,345$818.7K0.2%−200−1.6%ReducedHolders
Q2 202512,545$887.6K0.3%00.0%UnchangedHolders
Q1 202512,545$898.5K0.3%−265−2.1%ReducedHolders
Q4 202412,810$797.6K0.3%−1,300−9.2%ReducedHolders
Q3 202414,110$1.01M0.3%−154−1.1%ReducedHolders
Q2 202414,264$907.9K0.3%−120−0.8%ReducedHolders
Q1 202414,384$880.0K0.3%+150+1.1%AddedHolders
Q4 202314,234$838.8K0.3%−396−2.7%ReducedHolders
Q3 202314,630$819.0K0.4%−50−0.3%ReducedHolders
Q2 202314,680$884.0K0.4%−45−0.3%ReducedHolders
Q1 202314,725$913.4K0.4%−318−2.1%ReducedHolders
Q4 202215,043$956.9K0.5%−50−0.3%ReducedHolders
Q3 202215,093$845.0K0.5%00.0%UnchangedHolders
Q2 202215,093$950.0K0.6%−262−1.7%ReducedHolders
Q1 202215,355$964.0K0.5%+15,355NewHolders