Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Coca-Cola Company shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by Annex Advisory Services, LLC, d/b/a Annex 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $387k 6.3k 61.18
2023-09-30 $487k 8.7k 55.98
2023-06-30 $405k 6.7k 60.22
2023-03-31 $417k 6.7k 62.03
2022-12-31 $530k 8.3k 63.62
2022-09-30 $501k 8.9k 56.03
2022-06-30 $621k 9.9k 62.89
2022-03-31 $462k 7.4k 62.03
2021-12-31 $425k 7.2k 59.23
2021-09-30 $342k 6.5k 52.44
2021-06-30 $369k 6.8k 54.02
2021-03-31 $333k 6.3k 52.61
2020-12-31 $367k 6.7k 54.90
2020-09-30 $319k 6.5k 49.37
2020-06-30 $288k 6.4k 44.75
2020-03-31 $260k 5.9k 44.30
2019-12-31 $300k 5.4k 55.33
2019-09-30 $300k 5.5k 54.40
2019-06-30 $291k 5.7k 50.91
2019-03-31 $270k 5.8k 46.85
2018-12-31 $237k 5.0k 47.38
2018-09-30 $230k 5.0k 46.16
2018-06-30 $227k 5.2k 43.86
2017-12-31 $214k 4.7k 45.90
2017-06-30 $214k 4.8k 44.85
2017-03-31 $203k 4.8k 42.45
2016-12-31 $206k 5.0k 41.52
2016-06-30 $225k 5.0k 45.41
2016-03-31 $201k 4.3k 46.46

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Apple (AAPL)
Merck & Co (MRK)
Visa Com Cl A (V)

View all positions for Annex Advisory Services, LLC, d/b/a Annex 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