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Coca-Cola Company shares owned by Sar Wealth Management Group

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

Historical chart of Sar Wealth Management Group investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Coca-Cola Company by Sar Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $670k 10k 66.32
2025-06-30 $703k 9.9k 70.75
2025-03-31 $704k 9.8k 71.62
2024-12-31 $612k 9.8k 62.26
2024-09-30 $629k 8.8k 71.86
2024-06-30 $554k 8.7k 63.65
2024-03-31 $529k 8.6k 61.18
2023-12-31 $507k 8.6k 58.93

More positions owned by Sar Wealth Management Group

First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust S&p Divid Etf (SDY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group International SHS (CGIC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)

View all positions for Sar Wealth Management Group

Top funds holding Coca-Cola Company

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Jpmorgan Chase & Co
Charles Schwab Investment Management
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Franklin Resources
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UBS Group
Legal & General Group
Ubs Global Asset Management Americas

View all funds holding Coca-Cola Company