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Regimen Wealth, LLC

SEC CIK
0001963863
Latest filing
Aug 5, 2026

KO holding history

Coca Cola Co in every 13F filed by Regimen Wealth, 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)
10,246
Value
$832.7K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of KO by Regimen Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,246$832.7K0.2%+71+0.7%AddedHolders
Q1 202610,175$773.8K0.2%00.0%UnchangedHolders
Q4 202510,175$711.3K0.2%+151+1.5%AddedHolders
Q3 202510,024$664.8K0.2%+72+0.7%AddedHolders
Q2 20259,952$704.1K0.2%+71+0.7%AddedHolders
Q1 20259,881$707.7K0.2%00.0%UnchangedHolders
Q4 20249,881$615.2K0.2%+140+1.4%AddedHolders
Q3 20249,741$700.0K0.2%+74+0.8%AddedHolders
Q2 20249,667$615.3K0.2%−286−2.9%ReducedHolders
Q1 20249,953$608.9K0.2%−1,792−15.3%ReducedHolders
Q4 202311,745$586.5K0.2%+1,949+19.9%AddedHolders
Q3 20239,796$548.4K0.2%+74+0.8%AddedHolders
Q2 20239,722$585.4K0.2%−5,057−34.2%ReducedHolders
Q1 202314,779$598.7K0.3%+9,300+169.7%AddedHolders
Q4 20225,479$349.0K0.2%–No prior filingHolders