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Coca-Cola Company shares owned by BCU Wealth Advisors

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

Historical chart of BCU Wealth Advisors investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by BCU Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by BCU Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $613k 10k 61.18
2023-12-31 $591k 10k 58.93

More positions owned by BCU Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for BCU Wealth Advisors

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
Jpmorgan Chase & Co
Charles Schwab Investment Management
Norges Bank Investment Management
T. Rowe Price Associates
Legal & General Group
Bank of New York Mellon
Bank of America Corporation
Royal Bank of Canada
Wellington Management Company
UBS Group
Ubs Global Asset Management Americas
Alliancebernstein
Goldman Sachs Group

View all funds holding Coca-Cola Company