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Coca-Cola Company shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Coca-Cola Company by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.9M 82k 71.86
2024-06-30 $5.2M 82k 63.65
2024-03-31 $4.9M 79k 61.18
2023-12-31 $4.3M 73k 58.93
2023-09-30 $4.2M 75k 55.98
2023-06-30 $4.6M 77k 60.22
2023-03-31 $4.4M 72k 62.03
2022-12-31 $3.6M 59k 61.32
2022-09-30 $3.1M 56k 56.02
2022-06-30 $3.3M 52k 62.91
2022-03-31 $2.9M 47k 62.00
2021-12-31 $2.8M 47k 59.21
2021-09-30 $2.4M 46k 52.47
2021-06-30 $2.7M 49k 54.11
2021-03-31 $2.4M 45k 52.71
2020-12-31 $1.7M 32k 54.84
2020-09-30 $1.6M 33k 49.37
2020-06-30 $1.3M 29k 44.68
2020-03-31 $1.0M 24k 44.25
2019-12-31 $1.4M 25k 55.35
2019-09-30 $1.3M 24k 54.44
2019-06-30 $1.3M 8.5k 151.11
2019-03-31 $1.4M 29k 46.86
2018-12-31 $1.6M 35k 47.35
2018-09-30 $675k 15k 46.22
2018-06-30 $1.0M 210k 5.00
2018-03-31 $309k 7.1k 43.45
2017-12-31 $84k 1.8k 46.08
2015-09-30 $446k 11k 40.11
2015-06-30 $452k 12k 39.24
2015-03-31 $345k 8.5k 40.54
2014-12-31 $359k 8.5k 42.19
2011-06-30 $239k 3.6k 66.32
2011-03-31 $239k 3.6k 66.32
2010-12-31 $263k 4.0k 65.68

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Archer Daniels Midland Company (ADM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Charles Schwab Investment Management
T. Rowe Price Associates
Franklin Resources
Bank of America Corporation
Bank of New York Mellon
Royal Bank of Canada
GQG Partners
Citadel Advisors

View all funds holding Coca-Cola Company