Coca-Cola Company shares owned by Beta Wealth
Historical chart of Beta Wealth investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Beta Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Coca-Cola Company by Beta Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $518k | 7.8k | 66.32 |
| 2025-06-30 | $560k | 7.9k | 70.75 |
| 2025-03-31 | $560k | 7.8k | 71.62 |
| 2024-12-31 | $486k | 7.8k | 62.26 |
| 2024-06-30 | $472k | 7.4k | 63.65 |
| 2024-03-31 | $441k | 7.2k | 61.18 |
| 2023-12-31 | $419k | 7.1k | 58.93 |
| 2023-09-30 | $392k | 7.0k | 55.98 |
| 2023-06-30 | $416k | 6.9k | 60.22 |
| 2023-03-31 | $372k | 6.0k | 62.03 |
| 2022-12-31 | $350k | 5.5k | 63.61 |
| 2022-09-30 | $286k | 5.1k | 56.08 |
| 2022-06-30 | $308k | 4.9k | 62.86 |
| 2022-03-31 | $291k | 4.7k | 61.91 |