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Coca-Cola Company shares owned by Confluence Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2020-09-30 $220k 4.0k 54.50
2019-12-31 $220k 4.0k 54.50
2019-09-30 $220k 4.0k 54.50
2019-06-30 $206k 4.0k 51.03
2018-09-30 $218k 4.7k 46.11
2018-03-31 $359k 8.3k 43.40
2017-12-31 $379k 8.3k 45.82
2017-09-30 $282k 6.3k 44.94
2017-06-30 $206k 4.9k 42.43
2017-03-31 $206k 4.9k 42.43
2016-12-31 $201k 4.9k 41.40
2016-09-30 $205k 4.8k 42.28
2016-06-30 $202k 4.4k 45.43
2016-03-31 $205k 4.4k 46.45
2014-06-30 $551k 13k 42.36