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Coca-Cola Company shares owned by TRUE Private Wealth Advisors

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by TRUE Private Wealth Advisors from 13F filings

Historical chart of TRUE Private Wealth Advisors investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $639k 9.6k 66.32
2025-06-30 $536k 7.6k 70.75
2025-03-31 $323k 4.5k 71.62
2024-12-31 $1.1M 17k 62.26
2024-09-30 $343k 4.8k 71.87
2024-06-30 $716k 11k 63.65
2024-03-31 $671k 11k 61.11
2023-12-31 $313k 5.3k 58.93
2023-09-30 $994k 18k 55.98
2023-06-30 $906k 15k 60.22
2023-03-31 $356k 5.7k 62.03
2022-12-31 $718k 11k 63.61
2022-09-30 $1.1M 20k 56.01
2022-06-30 $1.0M 16k 62.90
2022-03-31 $1.0M 16k 65.00
2021-12-31 $1.0M 17k 59.19
2021-09-30 $960k 18k 52.85
2021-06-30 $990k 18k 54.51
2021-03-31 $1.1M 21k 53.12
2020-12-31 $1.3M 25k 54.83
2020-09-30 $1.3M 27k 49.76
2020-06-30 $1.7M 37k 45.05
2020-03-31 $1.6M 36k 44.62
2019-12-31 $842k 15k 55.29
2019-09-30 $1.1M 20k 54.69
2019-06-30 $897k 18k 51.27
2019-03-31 $1.1M 23k 47.22
2018-12-31 $1.1M 23k 47.34
2018-09-30 $1.8M 40k 46.62
2018-06-30 $1.6M 36k 44.17
2018-03-31 $1.1M 25k 43.76
2017-12-31 $1.1M 24k 45.87
2017-09-30 $955k 21k 45.34
2017-06-30 $1.6M 35k 45.24
2017-03-31 $1.6M 37k 42.58
2016-12-31 $1.5M 36k 41.25
2016-09-30 $1.6M 38k 41.74
2016-06-30 $1.6M 35k 45.31
2016-03-31 $1.5M 32k 46.40
2015-12-31 $1.4M 32k 42.95

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds Oct 2028 (IBIE)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr Ibonds Oct 2030 (IBIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Euro (IEUR)
First Tr Exchange-traded SHS (FDL)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Barclays Bank Ipath S&p 500 Sh (VXX)
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)

View all positions for TRUE Private Wealth Advisors

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
FMR
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Franklin Resources
Wellington Management Company
UBS Group
Legal & General Group
Ubs Global Asset Management Americas

View all funds holding Coca-Cola Company