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
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Quarterly reported holdings in Coca-Cola Company by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $767k | 12k | 66.32 |
| 2025-06-30 | $796k | 11k | 70.75 |
| 2025-03-31 | $797k | 11k | 71.62 |
| 2024-12-31 | $765k | 12k | 62.26 |
| 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 |
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