Coca-Cola Company shares owned by Fortress Wealth Group
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Fortress Wealth Group
from 13F filings
Historical chart of Fortress Wealth Group investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Fortress Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $762k | 11k | 68.35 |
| 2025-06-30 | $742k | 11k | 68.96 |
| 2025-03-31 | $767k | 11k | 72.35 |
| 2024-12-31 | $619k | 9.8k | 63.35 |
| 2024-09-30 | $651k | 9.8k | 66.67 |
| 2024-06-30 | $634k | 9.8k | 64.96 |
| 2024-03-31 | $583k | 9.3k | 62.88 |
| 2023-12-31 | $585k | 9.7k | 60.11 |
| 2023-09-30 | $430k | 7.8k | 54.88 |
| 2023-06-30 | $479k | 7.8k | 61.19 |
| 2023-03-31 | $386k | 6.2k | 62.03 |
| 2022-12-31 | $765k | 12k | 63.61 |
| 2022-09-30 | $549k | 9.8k | 56.04 |
| 2022-06-30 | $403k | 6.4k | 62.93 |
| 2022-03-31 | $270k | 4.4k | 62.01 |
| 2021-12-31 | $235k | 3.9k | 60.98 |
| 2021-09-30 | $202k | 3.8k | 52.59 |
| 2021-06-30 | $208k | 3.8k | 54.18 |