Invenio Wealth Partners »

Coca-Cola Company shares owned by Invenio Wealth Partners

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

Historical chart of Invenio Wealth Partners investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Coca-Cola Company by Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $427k 6.7k 63.65
2024-03-31 $431k 7.0k 61.18
2023-12-31 $386k 6.6k 58.93
2023-09-30 $334k 6.0k 55.98

More positions owned by Invenio Wealth Partners

Wisdomtree U.s. High Dividend Fund Etf (DHS)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Jpmorgan Municipal Etf Etf (JMUB)
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (QHY)
Wisdomtree Managed Futures Strategy Fund Etf (WTMF)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Spdr S&p 500 Etf Trust Etf (SPY)
Wisdomtree U.s. Smallcap Fund Etf (EES)
Ishares National Muni Bond Etf Etf (MUB)
Wisdomtree Mortgage Plus Bond Fund Etf (MTGP)

View all positions for Invenio Wealth Partners

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Charles Schwab Investment Management
T. Rowe Price Associates
Franklin Resources
Bank of America Corporation
Bank of New York Mellon
Royal Bank of Canada
GQG Partners
Citadel Advisors

View all funds holding Coca-Cola Company