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Coca-Cola Company shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Coca-Cola Company by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $100k 1.5k 66.32
2025-06-30 $107k 1.5k 70.75
2025-03-31 $119k 1.7k 71.62

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View all positions for Smallwood Wealth Investment Management

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
FMR
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Franklin Resources
Wellington Management Company
UBS Group
Legal & General Group
Ubs Global Asset Management Americas

View all funds holding Coca-Cola Company