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Vertrix Wealth Management, LLC

SEC CIK
0002118328
Latest filing
Jul 9, 2026

KO holding history

Coca Cola Co in every 13F filed by Vertrix 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)
43,858
Value
$3.56M
% of portfolio
1.2%
Quarters held
2
Since Q1 2026
Holdings of KO by Vertrix Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643,858$3.56M1.2%+888+2.1%AddedHolders
Q1 202642,970$3.27M1.2%–No prior filingHolders