Coca-Cola Company shares owned by Cypress Point Wealth Management
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Cypress Point Wealth Management
from 13F filings
Historical chart of Cypress Point Wealth Management investment in Coca-Cola Company
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All positions including Coca-Cola Company held by Cypress Point Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Coca-Cola Company by Cypress Point Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $841k | 14k | 62.26 |
2024-09-30 | $1.0M | 14k | 71.86 |
2024-06-30 | $874k | 14k | 63.65 |
2024-03-31 | $827k | 14k | 61.18 |
2023-12-31 | $774k | 13k | 58.93 |
2023-09-30 | $713k | 13k | 55.98 |
2023-06-30 | $762k | 13k | 60.22 |
2023-03-31 | $780k | 13k | 62.03 |
2022-12-31 | $783k | 12k | 63.61 |
2022-09-30 | $679k | 12k | 56.00 |
2022-06-30 | $759k | 12k | 62.93 |
2022-03-31 | $746k | 12k | 61.98 |
2021-12-31 | $713k | 12k | 59.23 |
2021-09-30 | $629k | 12k | 52.47 |
2021-06-30 | $647k | 12k | 54.09 |
2021-03-31 | $629k | 12k | 52.70 |
2020-12-31 | $1.1M | 20k | 54.88 |
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