Coca-Cola Company shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Perfromance Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Coca-Cola Company by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $958k | 14k | 66.32 |
| 2025-06-30 | $857k | 12k | 70.75 |
| 2025-03-31 | $389k | 5.4k | 71.62 |
| 2024-12-31 | $227k | 3.6k | 62.26 |
| 2023-09-30 | $5.5M | 99k | 55.98 |
| 2023-06-30 | $5.7M | 93k | 61.03 |
| 2023-03-31 | $5.3M | 85k | 62.03 |
| 2022-12-31 | $4.7M | 75k | 63.61 |
| 2022-09-30 | $3.2M | 57k | 56.01 |
| 2022-06-30 | $1.9M | 30k | 62.91 |
| 2022-03-31 | $599k | 9.7k | 61.98 |
| 2021-12-31 | $381k | 6.4k | 59.25 |
More positions owned by Perfromance Wealth Partners
View all positions for Perfromance Wealth Partners