Coca-Cola Company shares owned by Guardian Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Guardian Wealth Advisors
from 13F filings
Historical chart of Guardian Wealth Advisors investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Guardian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Coca-Cola Company by Guardian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $212k | 3.2k | 66.32 |
| 2025-06-30 | $232k | 3.3k | 70.74 |
| 2025-03-31 | $276k | 3.9k | 71.62 |
| 2024-12-31 | $243k | 3.9k | 62.26 |
| 2024-09-30 | $284k | 3.9k | 71.85 |
| 2024-06-30 | $251k | 3.9k | 63.65 |
| 2024-03-31 | $260k | 4.3k | 61.18 |
| 2023-12-31 | $249k | 4.2k | 58.93 |
| 2023-09-30 | $213k | 3.8k | 55.98 |
| 2023-06-30 | $242k | 4.0k | 60.23 |
| 2023-03-31 | $262k | 4.2k | 62.02 |
| 2022-12-31 | $249k | 3.9k | 63.60 |
| 2022-09-30 | $432k | 7.7k | 55.99 |
| 2022-06-30 | $248k | 3.9k | 62.82 |
| 2022-03-31 | $249k | 4.0k | 62.06 |
| 2021-12-31 | $248k | 4.2k | 59.20 |
| 2021-09-30 | $219k | 4.2k | 52.57 |
| 2021-06-30 | $247k | 4.6k | 54.21 |
| 2021-03-31 | $2.1M | 40k | 52.72 |
| 2020-12-31 | $252k | 4.6k | 54.78 |