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Coca-Cola Company shares owned by New Wave Wealth Advisors

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

Historical chart of New Wave Wealth Advisors investment in Coca-Cola Company

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All positions including Coca-Cola Company held by New Wave 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 New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 3.5k 71.26
2025-06-30 $249k 3.5k 70.75
2025-03-31 $251k 3.5k 71.61
2024-12-31 $218k 3.5k 62.26
2024-06-30 $273k 4.3k 63.65