Coca-Cola Company shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Phoenix Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Coca-Cola Company by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $212k | 2.6k | 81.27 |
| 2024-09-30 | $208k | 2.9k | 71.86 |
| 2021-09-30 | $115k | 2.2k | 52.49 |
| 2021-06-30 | $123k | 2.3k | 53.99 |
| 2021-03-31 | $117k | 2.2k | 52.70 |
| 2020-12-31 | $117k | 2.1k | 54.65 |