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Broadway Wealth Solutions, Inc.

SEC CIK
0002021265
Latest filing
Jul 13, 2026

KO holding history

Coca Cola Co in every 13F filed by Broadway Wealth Solutions, Inc., 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)
3,589
Value
$291.7K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of KO by Broadway Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,589$291.7K0.1%−35−1.0%ReducedHolders
Q1 20263,624$275.6K0.1%+192+5.6%AddedHolders
Q4 20253,432$239.9K0.1%+185+5.7%AddedHolders
Q3 20253,247$215.4K0.1%−255−7.3%ReducedHolders
Q2 20253,502$247.8K0.2%+120+3.5%AddedHolders
Q1 20253,382$242.2K0.2%−490−12.7%ReducedHolders
Q4 20243,872$241.1K0.2%–No prior filingHolders