Skip to main content

Moran Wealth Management, LLC

SEC CIK
0001965334
Latest filing
Aug 5, 2026

KO holding history

Coca Cola Co in every 13F filed by Moran Wealth Management, 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)
54,310
Value
$4.41M
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of KO by Moran Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202654,310$4.41M0.1%+3,856+7.6%AddedHolders
Q1 202650,454$3.84M0.1%+1,571+3.2%AddedHolders
Q4 202548,883$3.42M0.1%+1,832+3.9%AddedHolders
Q3 202547,051$3.12M0.1%−26,196−35.8%ReducedHolders
Q2 202573,247$5.18M0.2%+8,693+13.5%AddedHolders
Q1 202564,554$4.62M0.2%+22,704+54.3%AddedHolders
Q4 202441,850$2.61M0.1%+2,684+6.9%AddedHolders
Q3 202439,166$2.81M0.1%+732+1.9%AddedHolders
Q2 202438,434$2.45M0.1%+1,712+4.7%AddedHolders
Q1 202436,722$2.25M0.1%−2,918−7.4%ReducedHolders
Q4 202339,640$2.34M0.1%−18,703−32.1%ReducedHolders
Q3 202358,343$3.27M0.1%−289,200−83.2%ReducedHolders
Q2 2023347,543$20.9M0.8%+23,920+7.4%AddedHolders
Q1 2023323,623$20.1M0.8%+11,161+3.6%AddedHolders
Q4 2022312,462$19.9M0.8%–No prior filingHolders