Coca-Cola Company shares owned by Swan Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Swan Wealth Advisors
from 13F filings
Historical chart of Swan Wealth Advisors investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Swan Wealth 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 Swan Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $325k | 4.9k | 66.32 |
| 2025-06-30 | $285k | 4.0k | 70.75 |
| 2025-03-31 | $238k | 3.3k | 71.62 |