Coca-Cola Company shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $335k | 5.0k | 66.65 |
| 2025-06-30 | $318k | 4.6k | 69.87 |
| 2025-03-31 | $255k | 3.7k | 69.93 |
| 2024-12-31 | $216k | 3.5k | 60.95 |
| 2023-09-30 | $313k | 5.5k | 57.23 |
| 2023-06-30 | $288k | 4.7k | 61.02 |
| 2023-03-31 | $229k | 3.6k | 63.00 |