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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

KO holding history

Coca Cola Co in every 13F filed by Abound Wealth Management, 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)
755
Value
$61.4K
% of portfolio
<0.1%
Quarters held
16
Since Q3 2022
Holdings of KO by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026755$61.4K<0.1%−801−51.5%ReducedHolders
Q1 20261,556$118.3K<0.1%+364+30.5%AddedHolders
Q4 20251,192$83.3K<0.1%+13+1.1%AddedHolders
Q3 20251,179$78.2K<0.1%+54+4.8%AddedHolders
Q2 20251,125$79.6K<0.1%+90+8.7%AddedHolders
Q1 20251,035$74.1K<0.1%−269−20.6%ReducedHolders
Q4 20241,304$81.2K<0.1%+307+30.8%AddedHolders
Q3 2024997$71.7K<0.1%−145−12.7%ReducedHolders
Q2 20241,142$72.7K<0.1%+7+0.6%AddedHolders
Q1 20241,135$69.4K<0.1%−181−13.8%ReducedHolders
Q4 20231,316$77.5K<0.1%−36−2.7%ReducedHolders
Q3 20231,352$75.7K<0.1%−36−2.6%ReducedHolders
Q2 20231,388$83.6K<0.1%+262+23.3%AddedHolders
Q1 20231,126$69.8K<0.1%+295+35.5%AddedHolders
Q4 2022831$52.8K<0.1%+188+29.2%AddedHolders
Q3 2022643$36.0K<0.1%+643NewHolders