Coca-Cola Company shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $348k | 5.2k | 66.32 |
| 2025-06-30 | $371k | 5.2k | 70.75 |
| 2025-03-31 | $375k | 5.2k | 71.63 |
| 2024-12-31 | $332k | 5.3k | 62.26 |
| 2024-09-30 | $372k | 5.2k | 71.86 |
| 2024-06-30 | $315k | 4.9k | 63.65 |
| 2024-03-31 | $243k | 4.0k | 61.18 |
| 2023-12-31 | $239k | 4.1k | 58.93 |
| 2023-09-30 | $223k | 4.0k | 55.98 |
| 2023-06-30 | $219k | 3.6k | 60.21 |
| 2023-03-31 | $247k | 4.0k | 62.03 |
| 2022-12-31 | $253k | 4.0k | 63.62 |
| 2022-09-30 | $226k | 4.0k | 56.12 |
| 2022-06-30 | $251k | 4.0k | 62.83 |
| 2022-03-31 | $234k | 3.7k | 62.99 |