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Coca-Cola Company shares owned by Retirement Wealth Solutions

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

Historical chart of Retirement Wealth Solutions investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Coca-Cola Company by Retirement Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $41k 613 66.29
2025-06-30 $43k 613 70.80
2025-03-31 $44k 613 71.64
2024-12-31 $37k 613 61.08

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Total Usd (IUSB)

View all positions for Retirement Wealth Solutions

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