Coca-Cola Company shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $379k | 5.7k | 67.08 |
| 2025-06-30 | $479k | 6.8k | 70.75 |
| 2025-03-31 | $483k | 6.7k | 71.62 |
| 2024-12-31 | $420k | 6.7k | 62.26 |
| 2024-09-30 | $372k | 5.2k | 71.86 |
| 2024-06-30 | $215k | 3.4k | 63.65 |
More positions owned by Up Strategic Wealth Investment Advisors
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