Coca-Cola Company shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $230k | 3.6k | 63.65 |
| 2024-03-31 | $220k | 3.6k | 61.18 |
| 2023-12-31 | $311k | 5.3k | 58.93 |
| 2023-09-30 | $294k | 5.2k | 55.98 |
| 2023-06-30 | $359k | 6.0k | 60.22 |
| 2023-03-31 | $433k | 7.0k | 62.03 |
| 2022-12-31 | $444k | 7.0k | 63.61 |
| 2022-09-30 | $396k | 7.1k | 56.02 |
| 2022-06-30 | $443k | 7.0k | 62.91 |
| 2022-03-31 | $437k | 7.0k | 62.00 |
| 2021-12-31 | $417k | 7.0k | 59.21 |
| 2021-09-30 | $354k | 6.7k | 52.47 |
| 2021-06-30 | $365k | 6.7k | 54.11 |
| 2021-03-31 | $334k | 6.3k | 52.71 |
| 2020-12-31 | $346k | 6.3k | 54.84 |
| 2020-09-30 | $311k | 6.3k | 49.37 |
| 2020-06-30 | $282k | 6.3k | 44.68 |
| 2020-03-31 | $272k | 6.1k | 44.25 |
| 2019-12-31 | $340k | 6.1k | 55.35 |