Primoris Wealth Advisors, LLC

SEC CIK: 0001909619
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

KO holding history

Coca Cola Co in every 13F filed by Primoris 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 overview All 13F holders of KO Full Q2 2026 holdings

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q4 2022

Holdings of KO by Primoris Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−3,238−100.0%	Sold out	Holders
Q4 2022	3,238	$205.9K	0.3%	+3,238	New	Holders