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Coca-Cola Company shares owned by Phillips Financial Management

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Coca-Cola Company by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $270k 3.8k 71.86
2024-06-30 $244k 3.8k 63.65
2024-03-31 $211k 3.5k 61.18
2022-12-31 $214k 3.4k 63.61

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Phillips Financial Management

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Charles Schwab Investment Management
T. Rowe Price Associates
Northern Trust
GQG Partners
Bank of America Corporation
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Coca-Cola Company