Coca-Cola Company shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $85k | 1.4k | 61.18 |
| 2023-12-31 | $55k | 864 | 63.61 |
| 2023-09-30 | $77k | 1.4k | 55.98 |
| 2023-06-30 | $82k | 1.4k | 60.21 |
| 2023-03-31 | $95k | 1.5k | 62.01 |
| 2022-12-31 | $55k | 864 | 63.61 |
| 2022-09-30 | $2.2k | 40 | 56.03 |
| 2022-06-30 | $2.5k | 40 | 62.93 |
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