Coca-Cola Company shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM Wealth Advisors investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by FSM 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 FSM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $684k | 10k | 66.32 |
| 2025-06-30 | $679k | 9.6k | 71.01 |
| 2025-03-31 | $367k | 5.1k | 71.61 |
| 2024-12-31 | $243k | 3.9k | 62.24 |
| 2024-09-30 | $296k | 4.1k | 71.87 |
| 2024-06-30 | $227k | 3.6k | 63.65 |
| 2024-03-31 | $209k | 3.4k | 61.18 |
| 2023-06-30 | $212k | 3.6k | 59.52 |
| 2023-03-31 | $216k | 3.5k | 62.03 |
| 2022-12-31 | $207k | 3.3k | 63.61 |