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Coca-Cola Company shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Coca-Cola Company by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $13k 185 70.75
2025-03-31 $8.3k 119 69.95
2024-12-31 $7.0k 112 62.26

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View all positions for Principia Wealth Advisory

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