Coca-Cola Company shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 21k | 66.32 |
| 2025-06-30 | $1.4M | 20k | 70.75 |
| 2025-03-31 | $1.4M | 19k | 71.62 |
| 2024-12-31 | $1.1M | 18k | 62.26 |
| 2024-09-30 | $1.3M | 18k | 71.86 |
| 2024-06-30 | $1.2M | 19k | 63.65 |
| 2024-03-31 | $1.1M | 17k | 61.18 |
| 2023-12-31 | $296k | 5.0k | 58.93 |
| 2023-09-30 | $281k | 5.0k | 55.98 |
| 2023-06-30 | $868k | 14k | 60.22 |
| 2023-03-31 | $894k | 14k | 62.03 |
| 2022-12-31 | $1.5M | 24k | 63.61 |
| 2022-09-30 | $1.3M | 24k | 56.03 |
| 2022-06-30 | $1.5M | 24k | 62.92 |
| 2022-03-31 | $1.4M | 23k | 61.99 |
| 2021-12-31 | $1.2M | 20k | 59.22 |
| 2021-09-30 | $881k | 17k | 52.49 |
| 2021-06-30 | $897k | 17k | 54.13 |
| 2021-03-31 | $629k | 12k | 52.72 |
| 2020-12-31 | $515k | 9.4k | 54.79 |
| 2020-09-30 | $464k | 9.4k | 49.36 |
| 2020-06-30 | $424k | 9.5k | 44.63 |
| 2020-03-31 | $420k | 9.5k | 44.21 |
| 2019-12-31 | $537k | 9.7k | 55.36 |