Coca-Cola Company shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Coca-Cola Company
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All positions including Coca-Cola Company held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Coca-Cola Company by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 26k | 66.30 |
| 2025-06-30 | $1.8M | 26k | 70.74 |
| 2025-03-31 | $1.9M | 26k | 71.61 |
| 2024-12-31 | $1.0M | 16k | 62.26 |
| 2024-09-30 | $1.1M | 16k | 71.86 |
| 2024-06-30 | $867k | 13k | 66.74 |
| 2024-03-31 | $630k | 11k | 58.93 |
| 2023-12-31 | $630k | 11k | 58.93 |
| 2023-09-30 | $547k | 9.8k | 55.98 |
| 2023-06-30 | $713k | 12k | 60.22 |
| 2023-03-31 | $705k | 11k | 62.04 |
| 2022-12-31 | $847k | 13k | 63.61 |
| 2022-09-30 | $879k | 16k | 56.03 |
| 2022-06-30 | $1.2M | 18k | 62.91 |
| 2022-03-31 | $1.0M | 17k | 62.11 |
| 2021-12-31 | $705k | 12k | 59.80 |
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