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Coca-Cola Company shares owned by Private Wealth Asset Management

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Private Wealth Asset Management from 13F filings

Historical chart of Private Wealth Asset Management investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Coca-Cola Company by Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 21k 69.91
2025-09-30 $1.4M 21k 66.32
2025-06-30 $1.5M 21k 70.75

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First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)

View all positions for Private Wealth Asset Management

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Norges Bank Investment Management
Northern Trust
Franklin Resources
Wellington Management Company
Ubs Global Asset Management Americas
Goldman Sachs Group
Bank of New York Mellon

View all funds holding Coca-Cola Company