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Coca-Cola Company shares owned by Centerline Wealth Advisors

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Centerline Wealth Advisors from 13F filings

Historical chart of Centerline Wealth Advisors investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by Centerline Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by Centerline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $240k 3.6k 66.33
2025-06-30 $256k 3.6k 70.74
2025-03-31 $258k 3.6k 71.62

More positions owned by Centerline Wealth Advisors

Blackrock Etf Trust Ii Ishares Flexible (BINC)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Ishares Tr Core 60/40 Balan (AOR)
Fidelity Covington Trust Msci Matls Index (FMAT)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr U.s. Tech Etf (IYW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)

View all positions for Centerline Wealth Advisors

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
FMR
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Franklin Resources
Wellington Management Company
UBS Group
Legal & General Group
Ubs Global Asset Management Americas

View all funds holding Coca-Cola Company