Coca-Cola Company shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Coca-Cola Company by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 21k | 66.32 |
| 2025-06-30 | $1.5M | 21k | 70.75 |
| 2025-03-31 | $1.5M | 21k | 71.61 |
| 2024-12-31 | $1.3M | 21k | 62.28 |
| 2024-09-30 | $1.5M | 21k | 71.85 |
| 2024-06-30 | $1.3M | 20k | 63.67 |
| 2024-03-31 | $1.2M | 20k | 61.16 |
| 2023-12-31 | $1.1M | 19k | 58.94 |
| 2023-09-30 | $1.5M | 26k | 58.97 |
| 2022-09-30 | $449k | 8.0k | 56.01 |
| 2022-06-30 | $510k | 8.1k | 62.92 |