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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All positions including Coca-Cola Company held by TruWealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |