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Coca-Cola Company shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by Heritage Oak 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 Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $505k 7.9k 63.65

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View all positions for Heritage Oak Wealth Advisors

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
FMR
Jpmorgan Chase & Co
Charles Schwab Investment Management
T. Rowe Price Associates
Northern Trust
Legal & General Group
Bank of New York Mellon
Bank of America Corporation
Royal Bank of Canada

View all funds holding Coca-Cola Company