Coca-Cola Company shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $342k | 5.8k | 58.93 |
| 2023-09-30 | $250k | 4.4k | 57.18 |
| 2023-06-30 | $231k | 3.8k | 60.21 |
| 2023-03-31 | $238k | 3.8k | 62.03 |
| 2022-12-31 | $245k | 3.8k | 63.61 |
| 2022-09-30 | $208k | 3.5k | 59.62 |
| 2022-06-30 | $241k | 3.9k | 62.18 |
| 2022-03-31 | $216k | 3.5k | 61.93 |
| 2021-12-31 | $236k | 3.9k | 60.20 |
| 2021-09-30 | $205k | 3.9k | 52.35 |
| 2014-12-31 | $11k | 250 | 44.00 |
More positions owned by Summit Financial Wealth Advisors
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