Coca-Cola Company shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $543k | 7.6k | 71.86 |
| 2024-06-30 | $432k | 6.8k | 63.65 |
| 2024-03-31 | $387k | 6.3k | 61.18 |
| 2023-09-30 | $487k | 8.7k | 55.98 |
| 2023-06-30 | $405k | 6.7k | 60.22 |
| 2023-03-31 | $417k | 6.7k | 62.03 |
| 2022-12-31 | $530k | 8.3k | 63.62 |
| 2022-09-30 | $501k | 8.9k | 56.03 |
| 2022-06-30 | $621k | 9.9k | 62.89 |
| 2022-03-31 | $462k | 7.4k | 62.03 |
| 2021-12-31 | $425k | 7.2k | 59.23 |
| 2021-09-30 | $342k | 6.5k | 52.44 |
| 2021-06-30 | $369k | 6.8k | 54.02 |
| 2021-03-31 | $333k | 6.3k | 52.61 |
| 2020-12-31 | $367k | 6.7k | 54.90 |
| 2020-09-30 | $319k | 6.5k | 49.37 |
| 2020-06-30 | $288k | 6.4k | 44.75 |
| 2020-03-31 | $260k | 5.9k | 44.30 |
| 2019-12-31 | $300k | 5.4k | 55.33 |
| 2019-09-30 | $300k | 5.5k | 54.40 |
| 2019-06-30 | $291k | 5.7k | 50.91 |
| 2019-03-31 | $270k | 5.8k | 46.85 |
| 2018-12-31 | $237k | 5.0k | 47.38 |
| 2018-09-30 | $230k | 5.0k | 46.16 |
| 2018-06-30 | $227k | 5.2k | 43.86 |
| 2017-12-31 | $214k | 4.7k | 45.90 |
| 2017-06-30 | $214k | 4.8k | 44.85 |
| 2017-03-31 | $203k | 4.8k | 42.45 |
| 2016-12-31 | $206k | 5.0k | 41.52 |
| 2016-06-30 | $225k | 5.0k | 45.41 |
| 2016-03-31 | $201k | 4.3k | 46.46 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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