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Coca-Cola Company shares owned by Pacific Excel Wealth Advisors

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

Historical chart of Pacific Excel Wealth Advisors investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by Pacific Excel 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 Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $233k 2.9k 81.27

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Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel 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
Invesco

View all funds holding Coca-Cola Company