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Coca-Cola Company shares owned by Cherrydale Wealth Management

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

Historical chart of Cherrydale Wealth Management investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by Cherrydale 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 Cherrydale Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $200k 2.9k 69.90
2025-03-31 $201k 2.8k 71.61
2024-09-30 $217k 3.0k 71.85

More positions owned by Cherrydale Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Multisector Bd (PYLD)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Real Estate Etf (VNQ)
Microsoft Corporation (MSFT)

View all positions for Cherrydale Wealth Management

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
FMR
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
Invesco

View all funds holding Coca-Cola Company