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Bullock Wealth Management Group

SEC CIK
0002067581
Latest filing
Aug 19, 2026

KO holding history

Coca Cola Co in every 13F filed by Bullock Wealth Management Group, 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)
5,970
Value
$485.3K
% of portfolio
0.2%
Quarters held
10
Since Q1 2024
Holdings of KO by Bullock Wealth Management Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,970$485.3K0.2%+3,417+133.8%AddedHolders
Q1 20262,553$194.2K0.1%−142−5.3%ReducedHolders
Q4 20252,695$188.4K0.1%00.0%UnchangedHolders
Q3 20252,695$180.0K0.1%−2−0.1%ReducedHolders
Q2 20252,697$193.3K0.1%+85+3.3%AddedHolders
Q1 20252,612$187.7K0.1%−1,220−31.8%ReducedHolders
Q4 20243,832$238.6K0.1%−1,267−24.8%ReducedHolders
Q3 20245,099$365.7K0.2%+99+2.0%AddedHolders
Q2 20245,000$316.4K0.2%+228+4.8%AddedHolders
Q1 20244,772$289.6K0.2%–No prior filingHolders