Coca-Cola Company shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $396k | 5.5k | 71.85 |
| 2024-06-30 | $350k | 5.5k | 63.65 |
| 2024-03-31 | $336k | 5.5k | 61.18 |
| 2023-12-31 | $324k | 5.5k | 58.93 |
| 2023-09-30 | $290k | 5.2k | 55.98 |
| 2023-06-30 | $311k | 5.2k | 60.22 |
| 2023-03-31 | $301k | 4.9k | 62.03 |
| 2022-12-31 | $316k | 5.0k | 63.61 |
| 2022-09-30 | $278k | 4.7k | 59.76 |
| 2022-06-30 | $292k | 4.6k | 62.97 |
| 2022-03-31 | $256k | 4.1k | 62.00 |
| 2021-12-31 | $245k | 4.1k | 59.34 |
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