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Coca-Cola Company shares owned by CliftonLarsonAllen Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by CliftonLarsonAllen 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 19k 66.32
2025-06-30 $1.6M 23k 70.75
2025-03-31 $2.3M 33k 71.62
2024-12-31 $2.4M 38k 62.26
2024-09-30 $2.3M 33k 71.86
2024-06-30 $2.1M 32k 63.65
2024-03-31 $2.0M 32k 61.18
2023-12-31 $1.9M 32k 58.93
2023-09-30 $1.1M 20k 55.98
2023-06-30 $1.9M 31k 60.22
2023-03-31 $1.4M 22k 62.03
2022-12-31 $1.4M 22k 63.61
2022-09-30 $1.1M 20k 56.03
2022-06-30 $1.2M 20k 62.89
2022-03-31 $1.2M 19k 62.02
2021-12-31 $1.3M 23k 59.20
2021-09-30 $940k 18k 52.47
2021-06-30 $954k 18k 54.08
2021-03-31 $924k 18k 52.68
2020-12-31 $1.1M 21k 54.85
2020-09-30 $1.1M 22k 49.35
2020-06-30 $1.1M 26k 44.67
2019-12-31 $1.8M 32k 55.36
2019-09-30 $1.4M 25k 54.43
2019-06-30 $715k 14k 50.93
2019-03-31 $886k 19k 46.89
2018-12-31 $2.2M 47k 47.34
2018-09-30 $2.2M 47k 46.19
2018-06-30 $2.0M 47k 43.86
2018-03-31 $2.0M 45k 43.43
2017-12-31 $2.0M 45k 45.89
2017-09-30 $2.7M 61k 45.01
2017-06-30 $2.8M 63k 44.84
2017-03-31 $2.7M 64k 42.44
2016-12-31 $2.5M 60k 41.46
2016-09-30 $2.4M 57k 42.31
2016-06-30 $2.5M 55k 45.32
2016-03-31 $2.3M 50k 46.39
2015-12-31 $2.0M 46k 42.95
2015-09-30 $1.9M 46k 40.12
2015-06-30 $1.4M 36k 39.23
2015-03-31 $1.4M 36k 40.56
2014-12-31 $1.5M 35k 42.22

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for CliftonLarsonAllen 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