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Coca-Cola Company shares owned by Birchcreek Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by Birchcreek 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 Birchcreek Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $317k 5.2k 61.18
2023-12-31 $268k 4.5k 58.93
2023-09-30 $226k 4.0k 55.98
2023-06-30 $239k 4.0k 60.22
2023-03-31 $224k 3.6k 62.03
2020-12-31 $104k 1.9k 54.42

More positions owned by Birchcreek Wealth Management

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard World Inf Tech Etf (VGT)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Birchcreek 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