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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Quarterly reported holdings in Coca-Cola Company by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 55k | 66.32 |
| 2025-06-30 | $3.4M | 48k | 70.75 |
| 2025-03-31 | $3.4M | 47k | 71.63 |
| 2024-12-31 | $3.2M | 51k | 62.26 |
| 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 |