Coca-Cola Company shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $230k | 3.5k | 66.32 |
| 2025-06-30 | $273k | 3.9k | 70.75 |
| 2024-12-31 | $254k | 3.7k | 69.50 |
| 2024-09-30 | $286k | 4.0k | 71.86 |
| 2024-06-30 | $244k | 3.8k | 63.65 |
| 2024-03-31 | $304k | 5.0k | 61.18 |
| 2023-12-31 | $267k | 4.5k | 58.92 |
| 2023-09-30 | $252k | 4.5k | 55.98 |
| 2023-06-30 | $263k | 4.4k | 60.22 |
| 2023-03-31 | $257k | 4.1k | 62.03 |
| 2022-12-31 | $283k | 4.5k | 63.61 |
| 2022-09-30 | $234k | 4.2k | 56.02 |
| 2022-06-30 | $264k | 4.2k | 62.95 |
| 2022-03-31 | $270k | 4.4k | 61.90 |
| 2021-12-31 | $4.0M | 67k | 59.20 |
| 2020-12-31 | $204k | 3.7k | 54.85 |
| 2020-03-31 | $406k | 7.3k | 55.33 |
| 2019-12-31 | $406k | 7.3k | 55.33 |
| 2019-09-30 | $408 | 7.5k | 0.05 |
| 2019-06-30 | $406k | 8.0k | 50.83 |
| 2019-03-31 | $476k | 10k | 46.72 |
| 2018-12-31 | $489k | 10k | 47.56 |
| 2018-09-30 | $481k | 10k | 46.16 |
| 2018-06-30 | $466k | 11k | 43.89 |
| 2018-03-31 | $996k | 23k | 43.44 |
| 2017-12-31 | $1.2M | 26k | 46.26 |