Coca-Cola Company shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Coca-Cola Company by Cm Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $255k | 3.5k | 72.34 |
2024-06-30 | $227k | 3.5k | 64.14 |
2024-03-31 | $216k | 3.4k | 62.62 |
2023-12-31 | $208k | 3.5k | 58.93 |
2023-06-30 | $237k | 3.8k | 62.48 |
2023-03-31 | $246k | 3.9k | 63.66 |
2022-12-31 | $242k | 3.8k | 63.61 |
2022-09-30 | $215k | 3.8k | 56.46 |
2022-06-30 | $241k | 3.8k | 63.35 |