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
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Quarterly reported holdings in Coca-Cola Company by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $239k | 3.6k | 66.83 |
| 2025-06-30 | $252k | 3.5k | 71.26 |
| 2025-03-31 | $255k | 3.5k | 72.13 |
| 2024-12-31 | $220k | 3.5k | 62.26 |
| 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 |