Coca-Cola Company shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $611k | 7.5k | 81.28 |
| 2026-03-31 | $568k | 7.5k | 76.06 |
| 2025-12-31 | $522k | 7.5k | 69.92 |
| 2025-09-30 | $489k | 7.4k | 66.33 |
| 2025-06-30 | $518k | 7.3k | 70.76 |
| 2025-03-31 | $402k | 5.6k | 71.64 |
| 2024-12-31 | $350k | 5.6k | 62.28 |
| 2024-09-30 | $399k | 5.5k | 71.87 |
| 2024-06-30 | $355k | 5.6k | 63.66 |
| 2024-03-31 | $339k | 5.5k | 61.20 |
| 2023-12-31 | $326k | 5.5k | 58.95 |
| 2023-09-30 | $306k | 5.5k | 56.00 |
| 2023-06-30 | $327k | 698 | 467.83 |
| 2023-03-31 | $334k | 5.4k | 62.05 |
| 2022-12-31 | $338k | 5.3k | 63.63 |
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