Coca-Cola Company shares owned by Cypress Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Cypress Wealth Advisors
from 13F filings
Historical chart of Cypress Wealth Advisors investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Cypress Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Coca-Cola Company by Cypress Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-03-31 | $209k | 4.5k | 46.76 |
| 2018-12-31 | $293k | 6.2k | 47.40 |
| 2018-09-30 | $286k | 6.2k | 46.26 |
| 2018-06-30 | $271k | 6.2k | 43.84 |
| 2018-03-31 | $355k | 8.2k | 43.39 |
| 2017-12-31 | $378k | 8.2k | 45.91 |
| 2017-09-30 | $436k | 9.7k | 44.98 |
| 2017-06-30 | $457k | 10k | 44.90 |
| 2017-03-31 | $564k | 13k | 42.45 |
| 2016-12-31 | $473k | 11k | 41.44 |
| 2016-09-30 | $475k | 11k | 42.34 |
| 2016-06-30 | $448k | 9.9k | 45.28 |
| 2016-03-31 | $454k | 9.8k | 46.41 |
| 2015-12-31 | $296k | 6.9k | 42.99 |
| 2015-09-30 | $268k | 6.7k | 40.11 |
| 2015-06-30 | $218k | 5.6k | 39.19 |