Coca-Cola Company shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Coca-Cola Company
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All positions including Coca-Cola Company held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Coca-Cola Company by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $81M | 1.1M | 71.86 |
| 2024-03-31 | $64M | 1.0M | 61.18 |
| 2023-12-31 | $72M | 1.2M | 58.93 |
| 2023-09-30 | $58M | 1.0M | 55.98 |
| 2023-06-30 | $62M | 1.0M | 60.22 |
| 2023-03-31 | $64M | 1.0M | 62.03 |
| 2022-12-31 | $66M | 1.0M | 63.61 |
| 2022-09-30 | $58M | 1.0M | 56.02 |
| 2022-06-30 | $65M | 1.0M | 62.91 |
| 2022-03-31 | $64M | 1.0M | 62.00 |
| 2021-12-31 | $68M | 1.2M | 59.21 |
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