Coca-Cola Company shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $269k | 4.1k | 66.32 |
| 2025-06-30 | $284k | 4.0k | 70.76 |
| 2025-03-31 | $291k | 4.1k | 71.62 |
| 2024-12-31 | $263k | 4.2k | 62.26 |
| 2024-09-30 | $299k | 4.2k | 71.86 |
| 2024-06-30 | $262k | 4.1k | 63.64 |
| 2024-03-31 | $318k | 5.2k | 61.18 |
| 2023-12-31 | $247k | 4.2k | 58.93 |
| 2023-09-30 | $277k | 5.0k | 55.98 |
| 2023-06-30 | $305k | 5.1k | 60.22 |
| 2023-03-31 | $289k | 4.7k | 62.03 |
| 2022-12-31 | $330k | 5.2k | 63.61 |
| 2022-09-30 | $233k | 4.2k | 55.97 |
| 2022-06-30 | $245k | 3.9k | 63.00 |