Coca-Cola Company shares owned by Source Financial Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Source Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Coca-Cola Company by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $319k | 5.4k | 58.93 |
| 2023-09-30 | $244k | 4.4k | 55.98 |
| 2023-06-30 | $335k | 5.6k | 60.22 |
| 2023-03-31 | $317k | 5.1k | 62.04 |
| 2022-12-31 | $281k | 4.4k | 63.61 |
| 2022-09-30 | $227k | 4.1k | 55.87 |
| 2022-06-30 | $261k | 4.1k | 62.95 |
| 2022-03-31 | $244k | 3.9k | 62.01 |
| 2021-12-31 | $264k | 4.5k | 59.27 |
| 2021-09-30 | $272k | 5.2k | 52.60 |
| 2021-06-30 | $279k | 5.2k | 53.93 |
| 2021-03-31 | $272k | 5.2k | 52.71 |