Coca-Cola Company shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Coca-Cola Company by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $837k | 12k | 71.86 |
| 2024-06-30 | $689k | 11k | 63.65 |
| 2024-03-31 | $648k | 11k | 61.18 |
| 2023-12-31 | $618k | 11k | 58.93 |
| 2023-09-30 | $587k | 11k | 55.98 |
| 2023-06-30 | $545k | 9.1k | 60.22 |
| 2023-03-31 | $630k | 10k | 62.03 |
| 2022-12-31 | $657k | 10k | 63.61 |
More positions owned by Cassaday & Co Wealth Management
View all positions for Cassaday & Co Wealth Management