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Coca-Cola Company shares owned by AllSquare Wealth Management

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by AllSquare Wealth Management from 13F filings

Historical chart of AllSquare Wealth Management investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $88k 1.5k 58.93
2023-09-30 $84k 1.5k 55.98
2023-06-30 $89k 1.5k 59.78
2023-03-31 $93k 1.5k 62.03
2022-12-31 $95k 1.5k 63.61
2022-09-30 $84k 1.5k 56.15
2022-06-30 $94k 1.5k 62.83
2022-03-31 $93k 1.5k 62.17
2021-12-31 $89k 1.5k 59.49
2021-09-30 $73k 1.4k 52.29
2021-06-30 $76k 1.4k 54.44
2021-03-31 $74k 1.4k 53.01
2020-12-31 $77k 1.4k 55.16
2020-09-30 $69k 1.4k 49.43
2020-06-30 $62k 1.4k 44.41
2020-03-31 $62k 1.4k 44.41
2019-12-31 $77k 1.4k 55.16
2019-09-30 $76k 1.4k 54.44
2019-06-30 $71k 1.4k 50.86
2019-03-31 $65k 1.4k 46.56
2018-12-31 $66k 1.4k 47.28
2018-09-30 $64k 1.4k 45.85
2018-06-30 $61k 1.4k 43.70
2018-03-31 $50k 1.2k 43.25
2017-12-31 $53k 1.2k 45.85
2017-09-30 $52k 1.2k 44.98
2017-03-31 $49k 1.2k 42.39
2016-12-31 $112k 2.7k 41.62
2016-09-30 $120k 2.8k 42.31
2016-06-30 $136k 3.0k 45.44
2016-03-31 $139k 3.0k 46.46
2015-12-31 $132k 3.1k 43.02
2015-09-30 $123k 3.1k 40.14
2015-06-30 $132k 3.4k 39.32
2015-03-31 $136k 3.4k 40.52
2014-12-31 $140k 3.3k 42.31

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Apple Stock (AAPL)
Squarespace Inc Class A Stock (SQSP)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
Jpmorgan Chase & Co
Charles Schwab Investment Management
Norges Bank Investment Management
T. Rowe Price Associates
Legal & General Group
Bank of New York Mellon
Bank of America Corporation
Royal Bank of Canada
Wellington Management Company
UBS Group
Ubs Global Asset Management Americas
Alliancebernstein
Goldman Sachs Group

View all funds holding Coca-Cola Company