Coca-Cola Company shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Heritage Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.2M | 17k | 71.86 |
2024-06-30 | $1.1M | 17k | 63.65 |
2024-03-31 | $1.1M | 19k | 61.18 |
2023-12-31 | $1.1M | 19k | 58.93 |
2023-09-30 | $1.0M | 19k | 55.98 |
2023-06-30 | $1.2M | 19k | 60.22 |
2023-03-31 | $1.2M | 20k | 62.03 |
2022-12-31 | $1.4M | 23k | 63.61 |
2022-09-30 | $1.3M | 24k | 56.03 |
2022-06-30 | $1.5M | 24k | 62.91 |
2022-03-31 | $1.3M | 22k | 61.99 |
2021-12-31 | $1.3M | 22k | 59.21 |
2021-09-30 | $1.1M | 22k | 52.47 |
2021-06-30 | $1.2M | 22k | 54.85 |
2021-03-31 | $1.1M | 21k | 52.71 |
2020-12-31 | $1.2M | 22k | 54.85 |
2020-09-30 | $1.0M | 21k | 49.37 |
2020-06-30 | $981k | 22k | 44.68 |
2020-03-31 | $996k | 23k | 44.25 |
2019-12-31 | $1.3M | 24k | 55.35 |
2019-09-30 | $1.4M | 26k | 54.41 |
2019-06-30 | $1.2M | 24k | 50.92 |
2019-03-31 | $913k | 20k | 46.86 |
2018-12-31 | $853k | 18k | 47.30 |
2018-09-30 | $827k | 18k | 46.16 |
2018-06-30 | $778k | 18k | 43.73 |
2018-03-31 | $782k | 18k | 43.47 |
2017-12-31 | $827k | 18k | 45.88 |
2017-09-30 | $808k | 18k | 45.06 |
2017-06-30 | $795k | 18k | 44.91 |
2017-03-31 | $751k | 18k | 42.42 |
2016-12-31 | $756k | 18k | 41.37 |
2016-09-30 | $794k | 19k | 42.39 |
2016-06-30 | $849k | 19k | 45.33 |
2016-03-31 | $586k | 13k | 46.42 |
2015-12-31 | $544k | 13k | 43.10 |
2015-09-30 | $508k | 13k | 40.11 |
2015-06-30 | $494k | 13k | 39.26 |
2015-03-31 | $509k | 13k | 40.45 |
2014-12-31 | $531k | 13k | 42.20 |
2014-09-30 | $536k | 13k | 42.77 |
2014-06-30 | $438k | 10k | 42.29 |
2014-03-31 | $400k | 10k | 38.63 |
2013-12-31 | $429k | 10k | 41.43 |