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Coca-Cola Company shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in Coca-Cola Company

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

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Quarterly reported holdings in Coca-Cola Company by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.2M 86k 71.86
2024-06-30 $2.8M 43k 63.65
2024-03-31 $2.5M 41k 61.18
2023-12-31 $2.3M 39k 58.93
2023-09-30 $1.8M 3.6k 498.53
2023-06-30 $218k 3.6k 60.22