Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

KO holding history

Coca Cola Co in every 13F filed by Bartlett & Co. 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 overview All 13F holders of KO Full Q2 2026 holdings

Shares (Q2 2026): 160,596
Value: $13.1M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of KO by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	160,596	$13.1M	0.2%	−3,033−1.9%	Reduced	Holders
Q1 2026	163,629	$12.8M	0.2%	−3,378−2.0%	Reduced	Holders
Q4 2025	167,007	$11.7M	0.2%	−494−0.3%	Reduced	Holders
Q3 2025	167,501	$11.2M	0.1%	−618−0.4%	Reduced	Holders
Q2 2025	168,119	$12.0M	0.2%	+383+0.2%	Added	Holders
Q1 2025	167,736	$12.1M	0.2%	−200−0.1%	Reduced	Holders
Q4 2024	167,936	$10.5M	0.2%	−13,773−7.6%	Reduced	Holders
Q3 2024	181,709	$13.1M	0.2%	−2,431−1.3%	Reduced	Holders
Q2 2024	184,140	$11.8M	0.2%	−6,755−3.5%	Reduced	Holders
Q1 2024	190,895	$11.8M	0.2%	−6,615−3.3%	Reduced	Holders
Q4 2023	197,510	$11.6M	0.2%	−1,359−0.7%	Reduced	Holders
Q3 2023	198,869	$11.2M	0.2%	−3,640−1.8%	Reduced	Holders
Q2 2023	202,509	$12.3M	0.2%	+36,933+22.3%	Added	Holders
Q1 2023	165,576	$10.3M	0.2%	−2,346−1.4%	Reduced	Holders
Q4 2022	167,922	$10.7M	0.2%	−1,057−0.6%	Reduced	Holders
Q3 2022	168,979	$9.54M	0.2%	+3,545+2.1%	Added	Holders
Q2 2022	165,434	$10.5M	0.2%	+150+0.1%	Added	Holders
Q1 2022	165,284	$10.3M	0.2%	−102−0.1%	Reduced	Holders
Q4 2021	165,386	$9.79M	0.2%	+2,850+1.8%	Added	Holders
Q3 2021	162,536	$8.60M	0.2%	−4,016−2.4%	Reduced	Holders
Q2 2021	166,552	$9.08M	0.2%	−4,626−2.7%	Reduced	Holders
Q1 2021	171,178	$9.09M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.