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Coca-Cola Company shares owned by Shira Ridge Wealth Management

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

Historical chart of Shira Ridge Wealth Management investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Coca-Cola Company by Shira Ridge Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $208k 2.7k 76.05
2025-03-31 $209k 2.9k 71.62

More positions owned by Shira Ridge Wealth Management

Ishares Tr Esg Optimized (SUSA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Expnd Tec Sc Etf (IGM)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Legg Mason Etf Invt Franklin Clearbr (YLDE)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Select Sector Spdr Tr State Street Ind (XLI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for Shira Ridge Wealth Management

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Charles Schwab Investment Management
Bank of America Corporation
Franklin Resources
Northern Trust
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding Coca-Cola Company