Coca-Cola Company shares owned by Accretive Wealth Partners
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Accretive Wealth Partners
from 13F filings
Historical chart of Accretive Wealth Partners investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Accretive Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Coca-Cola Company by Accretive Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 30k | 66.32 |
| 2025-06-30 | $2.0M | 29k | 70.75 |
| 2025-03-31 | $2.0M | 28k | 71.72 |
| 2024-12-31 | $1.5M | 24k | 62.26 |
| 2024-09-30 | $1.7M | 24k | 71.86 |
| 2024-06-30 | $1.7M | 26k | 63.65 |
| 2024-03-31 | $1.6M | 26k | 62.17 |
| 2023-12-31 | $1.5M | 26k | 58.93 |
| 2023-09-30 | $1.4M | 26k | 55.98 |
| 2023-06-30 | $1.6M | 26k | 60.22 |
| 2023-03-31 | $1.6M | 26k | 62.03 |
| 2022-12-31 | $1.6M | 26k | 63.61 |
| 2022-09-30 | $1.4M | 26k | 56.00 |
| 2022-06-30 | $1.6M | 26k | 62.89 |
| 2022-03-31 | $1.6M | 26k | 62.02 |
| 2021-12-31 | $1.4M | 23k | 59.22 |
| 2021-09-30 | $1.2M | 23k | 52.47 |
| 2021-06-30 | $1.1M | 21k | 54.12 |
| 2021-03-31 | $919k | 17k | 52.69 |
| 2020-12-31 | $853k | 16k | 54.84 |