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Coca-Cola Company shares owned by Precedent Wealth Partners

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Precedent Wealth Partners from 13F filings

Historical chart of Precedent Wealth Partners investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by Precedent Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 19k 66.32
2025-06-30 $1.2M 17k 70.75

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Precedent Wealth Partners

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
FMR
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Franklin Resources
Wellington Management Company
UBS Group
Legal & General Group
Ubs Global Asset Management Americas

View all funds holding Coca-Cola Company