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Coca-Cola Company shares owned by Waller Financial Planning Group

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Waller Financial Planning Group from 13F filings

Historical chart of Waller Financial Planning Group investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by Waller Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by Waller Financial Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $234k 3.3k 71.86
2024-06-30 $208k 3.3k 63.65

More positions owned by Waller Financial Planning Group

Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Investment Grade (IGEB)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Waller Financial Planning Group

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Charles Schwab Investment Management
T. Rowe Price Associates
Bank of New York Mellon
Bank of America Corporation
Royal Bank of Canada
GQG Partners
Franklin Resources
Citadel Advisors

View all funds holding Coca-Cola Company