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Coca-Cola Company shares owned by LiftPoint Family Wealth Advisors

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

Historical chart of LiftPoint Family Wealth Advisors investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by LiftPoint Family 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 LiftPoint Family Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $237k 2.9k 81.27

More positions owned by LiftPoint Family Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Blackrock Etf Trust Isha Us Them Etf (THRO)
Blackrock Etf Trust Isha La Core Etf (BLCR)
Apple (AAPL)
Ishares Tr Long Term Muni (LMUB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)

View all positions for LiftPoint Family Wealth Advisors

Top funds holding Coca-Cola Company

Berkshire Hathaway
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Charles Schwab Investment Management
Bank of America Corporation
Franklin Resources
Northern Trust
Ubs Global Asset Management Americas
Goldman Sachs Group
Bank of New York Mellon

View all funds holding Coca-Cola Company