Coca-Cola Company shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $360k | 5.0k | 71.86 |
| 2024-06-30 | $320k | 5.0k | 63.65 |
| 2024-03-31 | $306k | 5.0k | 61.18 |
| 2023-12-31 | $295k | 5.0k | 58.93 |
| 2023-09-30 | $280k | 5.0k | 55.98 |
| 2023-06-30 | $301k | 5.0k | 60.22 |
| 2023-03-31 | $310k | 5.0k | 62.03 |
| 2022-12-31 | $318k | 5.0k | 63.61 |
| 2022-09-30 | $280k | 5.0k | 55.98 |
| 2022-06-30 | $315k | 5.0k | 62.97 |
| 2022-03-31 | $310k | 5.0k | 61.98 |
| 2021-12-31 | $296k | 5.0k | 59.20 |
| 2021-09-30 | $262k | 5.0k | 52.40 |
| 2021-06-30 | $271k | 5.0k | 54.20 |
| 2021-03-31 | $264k | 5.0k | 52.80 |
| 2020-12-31 | $274k | 5.0k | 54.80 |
| 2020-09-30 | $247k | 5.0k | 49.40 |
| 2020-06-30 | $229k | 5.1k | 44.75 |
| 2020-03-31 | $226k | 5.1k | 44.17 |
| 2019-12-31 | $283k | 5.1k | 55.31 |
| 2019-09-30 | $279k | 5.1k | 54.52 |
| 2019-06-30 | $261k | 5.1k | 51.01 |
| 2019-03-31 | $240k | 5.1k | 46.90 |
| 2018-12-31 | $242k | 5.1k | 47.29 |
| 2018-09-30 | $236k | 5.1k | 46.12 |
| 2018-06-30 | $224k | 5.1k | 43.78 |
| 2018-03-31 | $222k | 5.1k | 43.38 |
| 2017-12-31 | $235k | 5.1k | 45.93 |
| 2017-09-30 | $230k | 5.1k | 44.95 |
| 2017-06-30 | $229k | 5.1k | 44.75 |
| 2017-03-31 | $217k | 5.1k | 42.41 |
| 2016-12-31 | $237k | 5.7k | 41.40 |
More positions owned by Concentric Wealth Management
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