Coca-Cola Company shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller Wealth Management investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Cassady Schiller 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 Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $321k | 4.5k | 71.86 |
| 2024-06-30 | $285k | 4.5k | 63.65 |
| 2024-03-31 | $362k | 5.9k | 61.19 |
| 2023-12-31 | $269k | 4.6k | 58.94 |
| 2023-09-30 | $242k | 4.3k | 55.98 |
| 2023-06-30 | $252k | 4.2k | 60.23 |
| 2023-03-31 | $263k | 4.2k | 62.03 |
| 2022-12-31 | $245k | 3.9k | 63.61 |
| 2022-09-30 | $239k | 4.3k | 56.01 |
| 2022-06-30 | $268k | 4.3k | 62.85 |
| 2022-03-31 | $264k | 4.3k | 61.94 |
| 2021-12-31 | $151k | 2.6k | 59.05 |
More positions owned by Cassady Schiller Wealth Management
View all positions for Cassady Schiller Wealth Management