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Approach Retirement Advisors, LLC

SEC CIK
0002106948
Latest filing
Jul 15, 2026

KO holding history

Coca Cola Co in every 13F filed by Approach Retirement Advisors, 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)
7,207
Value
$585.7K
% of portfolio
0.4%
Quarters held
3
Since Q4 2025
Holdings of KO by Approach Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,207$585.7K0.4%+18+0.3%AddedHolders
Q1 20267,189$546.7K0.5%00.0%UnchangedHolders
Q4 20257,189$502.6K0.4%–No prior filingHolders