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Ethos Financial Group, LLC

SEC CIK
0001954242
Latest filing
Aug 7, 2026

KO holding history

Coca Cola Co in every 13F filed by Ethos Financial Group, 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)
16,299
Value
$1.45M
% of portfolio
0.1%
Quarters held
12
Since Q3 2023
Holdings of KO by Ethos Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,299$1.45M0.1%+3,403+26.4%AddedHolders
Q1 202612,896$987.5K0.1%+191+1.5%AddedHolders
Q4 202512,705$888.2K0.1%+8,216+183.0%AddedHolders
Q3 20254,489$300.0K<0.1%−245−5.2%ReducedHolders
Q2 20254,734$337.2K<0.1%+122+2.6%AddedHolders
Q1 20254,612$290.8K<0.1%+151+3.4%AddedHolders
Q4 20244,461$280.0K<0.1%+424+10.5%AddedHolders
Q3 20244,037$292.0K<0.1%−38−0.9%ReducedHolders
Q2 20244,075$287.0K0.1%+244+6.4%AddedHolders
Q1 20243,831$237.0K<0.1%−955−20.0%ReducedHolders
Q4 20234,786$282.0K0.1%+192+4.2%AddedHolders
Q3 20234,594$259.3K0.1%+4,594NewHolders