Coca-Cola Company shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $114k | 1.7k | 66.20 |
| 2025-06-30 | $120k | 1.7k | 71.17 |
| 2024-12-31 | $101k | 1.6k | 61.93 |
| 2024-09-30 | $104k | 1.5k | 71.33 |
| 2024-06-30 | $102k | 1.6k | 63.20 |
| 2024-03-31 | $70k | 1.1k | 61.19 |
| 2023-12-31 | $48k | 819 | 58.61 |
| 2023-09-30 | $28k | 497 | 55.73 |
| 2023-06-30 | $46k | 781 | 58.62 |
| 2023-03-31 | $28k | 449 | 62.36 |
| 2022-12-31 | $25k | 447 | 55.93 |
| 2022-09-30 | $25k | 447 | 55.93 |
| 2022-06-30 | $28k | 447 | 62.64 |
| 2022-03-31 | $26k | 412 | 63.11 |
| 2021-12-31 | $24k | 412 | 58.25 |
| 2021-09-30 | $27k | 510 | 52.94 |
| 2021-06-30 | $3.0k | 61 | 49.18 |
| 2021-03-31 | $19k | 357 | 53.22 |
| 2020-12-31 | $9.0k | 157 | 57.32 |
| 2020-09-30 | $10k | 196 | 51.02 |
| 2020-06-30 | $4.0k | 96 | 41.67 |
| 2020-03-31 | $9.0k | 196 | 45.92 |
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