Coca-Cola Company shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Carolina Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Coca-Cola Company by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $288k | 4.3k | 66.32 |
| 2025-06-30 | $117k | 1.7k | 70.75 |
| 2025-03-31 | $32k | 451 | 71.62 |
| 2024-12-31 | $22k | 350 | 62.26 |
| 2024-09-30 | $32k | 446 | 71.86 |
| 2024-06-30 | $28k | 446 | 63.65 |
| 2024-03-31 | $27k | 446 | 61.18 |
| 2023-12-31 | $26k | 446 | 58.93 |
| 2023-09-30 | $25k | 446 | 55.98 |
| 2023-06-30 | $27k | 446 | 60.22 |
| 2023-03-31 | $19k | 306 | 62.03 |
| 2022-12-31 | $19k | 306 | 62.09 |
| 2022-09-30 | $17k | 306 | 55.56 |
| 2022-06-30 | $19k | 306 | 62.09 |
| 2022-03-31 | $19k | 306 | 62.09 |
| 2021-12-31 | $18k | 306 | 58.82 |
| 2021-09-30 | $403k | 7.7k | 52.51 |
| 2021-06-30 | $430k | 7.9k | 54.17 |
| 2021-03-31 | $428k | 8.1k | 52.66 |
| 2020-12-31 | $888k | 16k | 54.86 |
| 2020-09-30 | $809k | 16k | 49.36 |
| 2020-06-30 | $672k | 15k | 44.71 |
| 2020-03-31 | $604k | 14k | 44.26 |
| 2019-12-31 | $460k | 8.3k | 55.40 |