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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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All positions including Coca-Cola Company held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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