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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Quarterly reported holdings in Coca-Cola Company by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $794k | 12k | 66.32 |
| 2025-06-30 | $835k | 12k | 70.75 |
| 2025-03-31 | $836k | 12k | 71.62 |
| 2024-12-31 | $701k | 11k | 62.26 |
| 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 |