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Coca-Cola Company shares owned by National Wealth Management Group

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by National Wealth Management Group from 13F filings

Historical chart of National Wealth Management Group investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Coca-Cola Company by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $261k 3.6k 71.62
2023-12-31 $250k 4.2k 58.92
2023-09-30 $241k 4.3k 55.98
2023-06-30 $262k 4.3k 60.92
2023-03-31 $274k 4.3k 64.11
2022-12-31 $274k 4.3k 63.61
2022-06-30 $233k 3.7k 62.90
2022-03-31 $285k 4.6k 62.00

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View all positions for National Wealth Management Group

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Franklin Resources
Wellington Management Company
Legal & General Group
Ubs Global Asset Management Americas
UBS Group
Invesco

View all funds holding Coca-Cola Company