Coca-Cola Company shares owned by Triad Wealth Partners
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Triad Wealth Partners
from 13F filings
Historical chart of Triad Wealth Partners investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Coca-Cola Company by Triad Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $687k | 10k | 66.32 |
| 2025-06-30 | $692k | 9.8k | 70.75 |
| 2025-03-31 | $634k | 8.9k | 71.62 |
| 2024-12-31 | $497k | 8.0k | 62.26 |
| 2024-06-30 | $350k | 5.5k | 63.65 |
| 2024-03-31 | $262k | 4.3k | 61.18 |