Coca-Cola Company shares owned by Wealth Management Group
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in Coca-Cola Company
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All positions including Coca-Cola Company held by Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Coca-Cola Company by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.8M | 63k | 61.18 |
| 2023-12-31 | $3.7M | 63k | 58.93 |
| 2023-09-30 | $3.7M | 66k | 55.98 |
| 2023-06-30 | $4.2M | 70k | 60.22 |
| 2023-03-31 | $8.1M | 130k | 62.03 |
| 2022-12-31 | $8.4M | 132k | 63.61 |
| 2022-09-30 | $7.5M | 134k | 56.02 |
| 2022-06-30 | $8.4M | 134k | 62.91 |
| 2022-03-31 | $8.2M | 133k | 62.00 |
| 2021-12-31 | $8.4M | 141k | 59.21 |
| 2021-09-30 | $7.4M | 142k | 52.47 |
| 2021-06-30 | $7.5M | 139k | 54.11 |
| 2021-03-31 | $3.3M | 62k | 52.71 |
| 2020-12-31 | $3.7M | 68k | 54.83 |
| 2020-09-30 | $3.1M | 64k | 49.36 |
| 2020-06-30 | $4.1M | 93k | 44.68 |
| 2020-03-31 | $7.8M | 176k | 44.25 |
| 2019-12-31 | $10M | 183k | 55.35 |
| 2019-09-30 | $10M | 183k | 54.44 |
| 2019-06-30 | $9.7M | 191k | 50.92 |
| 2019-03-31 | $8.9M | 190k | 46.86 |
| 2018-12-31 | $9.8M | 208k | 47.35 |
| 2018-09-30 | $8.2M | 177k | 46.19 |
| 2018-06-30 | $6.6M | 151k | 43.86 |
| 2018-03-31 | $8.0M | 184k | 43.43 |
| 2017-12-31 | $12M | 252k | 45.88 |
| 2017-09-30 | $11M | 254k | 45.01 |
| 2017-06-30 | $12M | 260k | 44.85 |
| 2017-03-31 | $9.8M | 230k | 42.44 |
| 2016-12-31 | $9.1M | 220k | 41.46 |
| 2016-09-30 | $11M | 257k | 42.32 |
| 2016-06-30 | $13M | 286k | 45.33 |
| 2016-03-31 | $14M | 299k | 46.39 |
| 2015-12-31 | $13M | 300k | 42.96 |
| 2015-09-30 | $8.5M | 211k | 40.12 |
| 2015-06-30 | $8.4M | 214k | 39.23 |
| 2015-03-31 | $9.4M | 232k | 40.55 |
| 2014-12-31 | $9.8M | 231k | 42.22 |
| 2014-09-30 | $11M | 255k | 42.66 |
| 2014-06-30 | $11M | 250k | 42.36 |
| 2014-03-31 | $9.7M | 251k | 38.66 |
| 2013-12-31 | $11M | 263k | 41.31 |
| 2013-09-30 | $10M | 263k | 37.88 |
| 2013-06-30 | $11M | 261k | 40.11 |
| 2013-03-31 | $11M | 279k | 40.44 |
| 2012-12-31 | $10M | 280k | 36.25 |
| 2012-09-30 | $11M | 276k | 37.93 |
| 2012-06-30 | $11M | 145k | 78.19 |
| 2012-03-31 | $11M | 147k | 74.01 |
| 2011-12-31 | $10M | 145k | 69.97 |
| 2011-09-30 | $10M | 150k | 67.56 |
| 2011-06-30 | $11M | 160k | 67.29 |
| 2011-03-31 | $10M | 151k | 66.34 |