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Strata Wealth Advisors, LLC

SEC CIK
0001946237
Latest filing
Aug 5, 2026

KO holding history

Coca Cola Co in every 13F filed by Strata 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)
9,727
Value
$790.6K
% of portfolio
0.2%
Quarters held
9
Since Q2 2024
Holdings of KO by Strata Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,727$790.6K0.2%+382+4.1%AddedHolders
Q1 20269,345$710.7K0.2%−318−3.3%ReducedHolders
Q4 20259,663$675.6K0.2%−760−7.3%ReducedHolders
Q3 202510,423$691.3K0.2%+2,437+30.5%AddedHolders
Q2 20257,986$565.0K0.2%+634+8.6%AddedHolders
Q1 20257,352$526.5K0.2%−1,406−16.1%ReducedHolders
Q4 20248,758$545.3K0.2%+246+2.9%AddedHolders
Q3 20248,512$611.7K0.2%+69+0.8%AddedHolders
Q2 20248,443$537.4K0.2%+8,443NewHolders