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Coca-Cola Company shares owned by Aegis Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $291k 4.4k 66.32
2025-06-30 $369k 5.2k 71.62
2025-03-31 $369k 5.2k 71.62
2024-12-31 $558k 9.0k 62.26

More positions owned by Aegis Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Short Treas Bd (SHV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for Aegis Wealth Management

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
FMR
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Franklin Resources
Wellington Management Company
UBS Group
Legal & General Group
Ubs Global Asset Management Americas

View all funds holding Coca-Cola Company