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
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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 |
|---|---|---|---|
| 2025-09-30 | $695k | 11k | 66.32 |
| 2025-06-30 | $724k | 10k | 70.75 |
| 2025-03-31 | $752k | 11k | 71.62 |
| 2024-12-31 | $666k | 11k | 62.26 |
| 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 |
More positions owned by Institute For Wealth Management
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