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Coca-Cola Company shares owned by Intergy Private Wealth

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

Historical chart of Intergy Private Wealth investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Coca-Cola Company by Intergy Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $204k 2.7k 76.05

More positions owned by Intergy Private Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Esg Awr Msci Em (ESGE)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Msci Intl Qualty (IQLT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Intergy Private 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