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Willner & Heller, LLC

SEC CIK
0001927796
Latest filing
Jul 7, 2026

KO holding history

Coca Cola Co in every 13F filed by Willner & Heller, 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)
4,043
Value
$328.5K
% of portfolio
0.2%
Quarters held
15
Since Q1 2022
Holdings of KO by Willner & Heller, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,043$328.5K0.2%+180+4.7%AddedHolders
Q1 20263,863$293.8K0.2%−321−7.7%ReducedHolders
Q4 20254,184$292.5K0.2%+41+1.0%AddedHolders
Q3 20254,143$274.7K0.2%+1,020+32.7%AddedHolders
Q2 20253,123$221.0K0.2%−227−6.8%ReducedHolders
Q1 20253,350$240.0K0.2%−403−10.7%ReducedHolders
Q4 20243,753$233.7K0.2%+48+1.3%AddedHolders
Q3 20243,705$266.2K0.2%+26+0.7%AddedHolders
Q2 20243,679$234.2K0.2%−197−5.1%ReducedHolders
Q1 20243,876$237.1K0.2%00.0%UnchangedHolders
Q4 20233,876$228.4K0.3%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20224,036$256.7K0.4%+266+7.1%AddedHolders
Q3 20223,770$211.0K0.3%+137+3.8%AddedHolders
Q2 20223,633$229.0K0.4%+101+2.9%AddedHolders
Q1 20223,532$209.0K0.3%+3,532NewHolders