SEC 13F Intelligence

Lumature Wealth Partners, LLC / KO

Lumature Wealth Partners, LLC’s Coca Cola Co Position

Does Lumature Wealth Partners, LLC own Coca Cola Co (KO)? Yes — 36.6K shares worth $2M (+1.31% of its 13F portfolio) as of Q2 2023, down from 36.8K shares the prior filed quarter.

Position Value
$2M
Q2 2023
Shares
36.6K
% of Portfolio
+1.31%
Quarters Held
11
currently held

Position History KO

Reported value by quarter
Q4 ’20: $808,000Q4 ’20Q1 ’21: $788,000Q2 ’21: $808,000Q2 ’21Q3 ’21: $744,000Q4 ’21: $840,000Q4 ’21Q1 ’22: $1MQ2 ’22: $2MQ2 ’22Q3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202336.6K$2M+1.31%
Q1 202336.8K$2M+1.28%
Q4 202236.5K$2M+1.30%
Q3 202237.1K$2M+1.11%
Q2 202236.8K$2M+1.03%
Q1 202218.2K$1M+0.45%
Q4 202114.2K$840,000+0.33%
Q3 202114.2K$744,000+0.30%
Q2 202114.9K$808,000+0.33%
Q1 202114.9K$788,000+0.41%
Q4 202014.7K$808,000+0.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lumature Wealth Partners, LLC’s full portfolio or all institutional holders of KO.