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Navigate Wealth Management, LLC

SEC CIK
0002127791
Latest filing
Jul 23, 2026

KO holding history

Coca Cola Co in every 13F filed by Navigate 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)
7,038
Value
$574.0K
% of portfolio
0.4%
Quarters held
2
Since Q1 2026
Holdings of KO by Navigate Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,038$574.0K0.4%00.0%UnchangedHolders
Q1 20267,038$525.7K0.4%–No prior filingHolders