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Coca-Cola Company shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $140k 1.8k 76.03
2025-03-31 $128k 1.8k 71.64
2024-12-31 $106k 1.7k 62.24

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding Coca-Cola Company

Berkshire Hathaway
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Charles Schwab Investment Management
Bank of America Corporation
Franklin Resources
Northern Trust
Ubs Global Asset Management Americas
Goldman Sachs Group
Invesco

View all funds holding Coca-Cola Company