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Coca-Cola Company shares owned by Elevate Wealth Advisory

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Elevate Wealth Advisory from 13F filings

Historical chart of Elevate Wealth Advisory investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $636k 9.9k 64.14
2024-03-31 $221k 3.6k 61.66
2023-12-31 $212k 3.6k 58.92

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Elevate Wealth Advisory

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Charles Schwab Investment Management
T. Rowe Price Associates
Northern Trust
GQG Partners
Bank of America Corporation
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Coca-Cola Company