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Coca-Cola Company shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Coca-Cola Company by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $350k 5.6k 62.26
2024-09-30 $339k 4.7k 71.85
2024-06-30 $232k 3.6k 63.65
2024-03-31 $279k 4.6k 61.18

More positions owned by Root Financial Partners

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Emerging Mkts Va (DFEV)

View all positions for Root Financial Partners

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
T. Rowe Price Associates
Northern Trust
GQG Partners
Legal & General Group
Bank of America Corporation
Bank of New York Mellon
Wellington Management Company

View all funds holding Coca-Cola Company