Coca-Cola Company shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Coca-Cola Company by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.7M | 61k | 61.18 |
| 2023-12-31 | $2.6M | 43k | 58.93 |
| 2023-09-30 | $1.8M | 32k | 55.98 |
| 2023-06-30 | $1.8M | 30k | 60.22 |
| 2023-03-31 | $1.2M | 19k | 62.03 |
| 2022-12-31 | $874k | 14k | 63.61 |
| 2022-09-30 | $821k | 15k | 56.05 |
| 2022-06-30 | $894k | 14k | 62.93 |
| 2022-03-31 | $647k | 10k | 62.02 |
| 2021-12-31 | $474k | 8.0k | 59.26 |
| 2021-09-30 | $312k | 6.0k | 52.43 |
| 2021-06-30 | $426k | 7.9k | 54.05 |
| 2021-03-31 | $473k | 9.0k | 52.66 |
| 2020-12-31 | $380k | 6.9k | 54.84 |