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Coca-Cola Company shares owned by Institute For Wealth Management

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Institute For Wealth Management from 13F filings

Historical chart of Institute For Wealth Management investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Coca-Cola Company by Institute For Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $766k 11k 71.86
2024-06-30 $715k 11k 63.65
2024-03-31 $472k 7.7k 61.18
2023-12-31 $364k 6.2k 58.93
2023-09-30 $380k 6.8k 55.98
2023-06-30 $412k 6.8k 60.22
2023-03-31 $424k 6.8k 62.03
2022-12-31 $460k 7.2k 63.61
2022-09-30 $397k 7.1k 56.03
2022-06-30 $444k 7.1k 62.87
2022-03-31 $478k 7.7k 62.01
2021-12-31 $459k 7.8k 59.15
2021-09-30 $407k 7.7k 52.52
2021-06-30 $424k 7.8k 54.05
2021-03-31 $413k 7.8k 52.68
2020-12-31 $432k 7.9k 54.84
2020-09-30 $370k 7.5k 49.32
2020-06-30 $629k 14k 44.64
2020-03-31 $580k 13k 44.28
2019-12-31 $733k 733 1000.00
2019-09-30 $698k 13k 54.48
2019-06-30 $2.2M 43k 50.91
2019-03-31 $2.0M 43k 46.86
2018-09-30 $2.0M 43k 45.86
2018-06-30 $1.9M 44k 43.87
2018-03-31 $1.9M 44k 43.19
2017-12-31 $1.0M 22k 45.76
2017-09-30 $2.0M 45k 45.02
2017-06-30 $1.9M 43k 44.84
2013-06-30 $63k 1.6k 39.92