Coca-Cola Company shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $7.5M | 121k | 62.26 |
| 2024-09-30 | $8.1M | 112k | 71.86 |
| 2024-06-30 | $7.6M | 120k | 63.65 |
| 2024-03-31 | $7.2M | 117k | 61.18 |
| 2023-09-30 | $6.3M | 112k | 55.98 |
| 2023-06-30 | $7.4M | 122k | 60.22 |
| 2023-03-31 | $7.1M | 115k | 62.03 |
| 2022-12-31 | $6.7M | 106k | 63.61 |
| 2022-09-30 | $5.7M | 103k | 56.02 |
| 2022-06-30 | $6.4M | 102k | 62.91 |
| 2022-03-31 | $5.6M | 90k | 62.00 |
| 2021-12-31 | $5.1M | 86k | 59.21 |
| 2021-09-30 | $4.2M | 79k | 52.47 |
| 2021-06-30 | $3.9M | 73k | 54.11 |
| 2021-03-31 | $3.5M | 67k | 52.72 |
| 2020-12-31 | $2.3M | 42k | 54.84 |
| 2020-09-30 | $1.9M | 39k | 49.37 |
| 2020-06-30 | $1.7M | 38k | 44.68 |
| 2020-03-31 | $1.6M | 35k | 44.26 |
| 2019-12-31 | $1.9M | 35k | 55.35 |
| 2019-09-30 | $1.2M | 21k | 54.45 |
| 2019-06-30 | $1.1M | 21k | 51.15 |
| 2019-03-31 | $777k | 17k | 46.87 |
| 2018-12-31 | $604k | 13k | 47.36 |
| 2018-09-30 | $466k | 10k | 46.21 |
| 2018-06-30 | $474k | 11k | 43.71 |
| 2018-03-31 | $431k | 10k | 42.66 |
| 2017-12-31 | $441k | 9.6k | 45.97 |
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