Coca-Cola Company shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Coca-Cola Company by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $397k | 6.0k | 66.32 |
| 2025-06-30 | $558k | 7.9k | 70.75 |
| 2025-03-31 | $546k | 7.6k | 71.62 |
| 2024-12-31 | $492k | 7.9k | 62.26 |
| 2024-09-30 | $534k | 7.4k | 71.86 |
| 2024-06-30 | $473k | 7.4k | 63.65 |
| 2024-03-31 | $454k | 7.4k | 61.18 |
| 2023-12-31 | $449k | 7.6k | 58.93 |
| 2023-09-30 | $488k | 8.7k | 55.98 |
| 2023-06-30 | $510k | 8.5k | 60.22 |
| 2023-03-31 | $525k | 8.5k | 62.03 |
| 2022-12-31 | $538k | 8.5k | 63.61 |
| 2022-09-30 | $473k | 8.5k | 55.91 |
| 2022-06-30 | $521k | 8.3k | 62.79 |
| 2022-03-31 | $513k | 8.3k | 61.93 |
| 2021-12-31 | $486k | 8.3k | 58.69 |
| 2021-09-30 | $433k | 8.3k | 52.42 |
| 2021-06-30 | $446k | 8.2k | 54.09 |
| 2021-03-31 | $433k | 8.2k | 52.63 |
| 2020-12-31 | $411k | 8.3k | 49.58 |