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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

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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
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

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

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