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Consilio Wealth Advisors, LLC

SEC CIK
0001908944
Latest filing
Aug 10, 2026

KO holding history

Coca Cola Co in every 13F filed by Consilio 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 2026)
4,496
Value
$365.4K
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of KO by Consilio Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,496$365.4K0.1%+33+0.7%AddedHolders
Q1 20264,463$339.4K0.1%−53−1.2%ReducedHolders
Q4 20254,516$315.7K0.1%+85+1.9%AddedHolders
Q3 20254,431$293.9K0.1%−71−1.6%ReducedHolders
Q2 20254,502$316.6K0.1%+221+5.2%AddedHolders
Q1 20254,281$306.6K0.1%−35−0.8%ReducedHolders
Q4 20244,316$268.7K0.1%+228+5.6%AddedHolders
Q3 20244,088$293.8K0.1%+516+14.4%AddedHolders
Q2 20243,572$227.4K0.1%+282+8.6%AddedHolders
Q1 20243,290$201.3K0.1%+3,290NewHolders