Kellett Schaffner Wealth Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by Kellett Schaffner Wealth Advisors 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 Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
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