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Coca-Cola Company shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $318k 4.6k 69.15
2025-03-31 $324k 4.5k 71.62
2024-12-31 $1.0M 16k 62.26