Coca-Cola Company shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 186k | 71.86 |
| 2024-06-30 | $13M | 198k | 63.65 |
| 2024-03-31 | $13M | 217k | 61.18 |
| 2023-12-31 | $13M | 214k | 58.93 |
| 2023-09-30 | $12M | 214k | 55.98 |
| 2023-06-30 | $13M | 215k | 60.22 |
| 2023-03-31 | $1.1M | 18k | 62.03 |
| 2022-12-31 | $1.1M | 17k | 63.61 |
| 2022-09-30 | $993k | 18k | 56.00 |
| 2022-06-30 | $1.2M | 19k | 62.93 |
| 2022-03-31 | $1.2M | 19k | 61.99 |
| 2021-12-31 | $2.9M | 48k | 59.22 |
| 2021-09-30 | $872k | 17k | 52.48 |
| 2021-06-30 | $871k | 16k | 54.13 |
| 2021-03-31 | $848k | 16k | 52.75 |
| 2020-12-31 | $918k | 17k | 54.89 |
| 2020-09-30 | $505k | 10k | 49.41 |
| 2020-06-30 | $466k | 10k | 44.72 |
| 2020-03-31 | $478k | 11k | 44.24 |
| 2019-12-31 | $520k | 9.4k | 55.36 |
| 2019-09-30 | $493k | 9.1k | 54.46 |
| 2019-06-30 | $532k | 11k | 50.90 |
| 2019-03-31 | $661k | 14k | 46.87 |
| 2018-12-31 | $538k | 11k | 47.37 |
| 2018-09-30 | $506k | 11k | 46.24 |
| 2018-06-30 | $394k | 9.0k | 43.82 |
| 2018-03-31 | $391k | 9.0k | 43.48 |
| 2017-12-31 | $411k | 9.0k | 45.88 |
| 2017-09-30 | $403k | 9.0k | 44.99 |
| 2017-06-30 | $393k | 8.8k | 44.87 |
| 2017-03-31 | $398k | 9.4k | 42.43 |
| 2016-12-31 | $315k | 7.6k | 41.50 |
| 2016-09-30 | $321k | 7.6k | 42.29 |
| 2016-06-30 | $347k | 7.7k | 45.31 |
| 2016-03-31 | $331k | 7.1k | 46.38 |
| 2015-12-31 | $310k | 7.2k | 42.97 |
| 2015-09-30 | $295k | 7.4k | 40.08 |
| 2015-06-30 | $266k | 6.8k | 39.18 |
| 2015-03-31 | $273k | 6.7k | 40.53 |
| 2014-12-31 | $283k | 6.7k | 42.23 |
| 2014-09-30 | $277k | 6.5k | 42.60 |
| 2014-06-30 | $275k | 6.5k | 42.29 |
| 2014-03-31 | $268k | 6.9k | 38.66 |
| 2013-12-31 | $316k | 7.6k | 41.37 |
| 2013-09-30 | $283k | 7.5k | 37.93 |
| 2013-06-30 | $283k | 7.1k | 40.07 |
| 2013-03-31 | $287k | 7.1k | 40.43 |
| 2012-12-31 | $254k | 7.0k | 36.19 |
| 2012-09-30 | $218k | 5.8k | 37.90 |
| 2012-03-31 | $231k | 3.1k | 74.09 |
| 2011-12-31 | $218k | 3.1k | 69.92 |