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Coca-Cola Company shares owned by Holos Integrated Wealth

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Holos Integrated Wealth from 13F filings

Historical chart of Holos Integrated Wealth investment in Coca-Cola Company

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

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Quarterly reported holdings in Coca-Cola Company by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $45k 592 75.91
2025-12-31 $41k 592 69.12
2025-09-30 $27k 400 67.04
2025-06-30 $28k 400 70.34

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Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard High Yield ETF Etf (VGHY)
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Vanguard Mid Cap Etf (VO)
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Innovator Defined Wealth Shield Etf (BALT)
Ishares Russell Top 200 Etf (IWL)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Charles Schwab Investment Management
Norges Bank Investment Management
Northern Trust
Franklin Resources
Ubs Global Asset Management Americas
Goldman Sachs Group
Bank of New York Mellon
Wellington Management Company
Invesco

View all funds holding Coca-Cola Company