Coca-Cola Company shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Coca-Cola Company
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All positions including Coca-Cola Company held by IVC Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Coca-Cola Company by IVC Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $882k | 12k | 71.86 |
2024-06-30 | $821k | 13k | 63.65 |
2024-03-31 | $774k | 13k | 61.18 |
2023-12-31 | $718k | 12k | 58.93 |
2023-09-30 | $635k | 11k | 55.98 |
2023-06-30 | $674k | 11k | 60.22 |
2023-03-31 | $721k | 12k | 62.03 |
2022-12-31 | $741k | 12k | 63.61 |
2022-09-30 | $644k | 12k | 56.04 |
2022-06-30 | $735k | 12k | 62.92 |
2022-03-31 | $717k | 12k | 62.04 |
2021-12-31 | $643k | 11k | 59.23 |
2021-09-30 | $591k | 11k | 52.51 |
2021-06-30 | $582k | 11k | 54.11 |
2021-03-31 | $555k | 11k | 52.71 |
2020-12-31 | $547k | 10k | 54.81 |