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 |
|---|---|---|---|
| 2025-09-30 | $1.1M | 16k | 66.32 |
| 2025-06-30 | $1.2M | 17k | 70.75 |
| 2025-03-31 | $1.2M | 17k | 71.62 |
| 2024-12-31 | $1.0M | 17k | 62.26 |
| 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 | 54.11 |
| 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 | 1.9k | 529.70 |
| 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 |