Coca-Cola Company shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $344k | 5.2k | 66.32 |
| 2025-06-30 | $367k | 5.2k | 70.75 |
| 2025-03-31 | $372k | 5.2k | 71.62 |
| 2024-12-31 | $323k | 5.2k | 62.26 |
| 2024-09-30 | $370k | 5.2k | 71.86 |
| 2024-06-30 | $337k | 5.3k | 63.65 |
| 2024-03-31 | $324k | 5.3k | 61.18 |
| 2023-12-31 | $312k | 5.3k | 58.93 |
| 2023-09-30 | $353k | 6.3k | 55.98 |
| 2023-06-30 | $380k | 6.3k | 60.22 |
| 2023-03-31 | $409k | 6.6k | 62.03 |
| 2022-12-31 | $420k | 6.6k | 63.62 |
| 2022-09-30 | $370k | 6.6k | 56.09 |
| 2022-06-30 | $415k | 6.6k | 62.91 |
| 2022-03-31 | $463k | 7.5k | 62.05 |
| 2021-12-31 | $442k | 7.5k | 59.23 |
| 2021-09-30 | $392k | 7.5k | 52.53 |
| 2021-06-30 | $404k | 7.5k | 54.14 |
| 2021-03-31 | $393k | 7.5k | 52.67 |
| 2020-12-31 | $409k | 7.5k | 54.81 |
| 2020-09-30 | $368k | 7.5k | 49.32 |
| 2020-06-30 | $338k | 7.5k | 45.24 |
| 2020-03-31 | $364k | 8.2k | 44.19 |
| 2019-12-31 | $452k | 8.2k | 55.29 |
| 2019-09-30 | $436k | 8.0k | 54.49 |
| 2019-06-30 | $423k | 8.3k | 50.87 |
| 2019-03-31 | $403k | 8.6k | 46.85 |
| 2018-12-31 | $549k | 12k | 47.32 |
More positions owned by Schwarz Dygos Wheeler Investment Advisors
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