Coca-Cola Company shares owned by Wealth Alliance Advisory Group
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Wealth Alliance Advisory Group
from 13F filings
Historical chart of Wealth Alliance Advisory Group investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Wealth Alliance Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Coca-Cola Company by Wealth Alliance Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $827k | 13k | 66.32 |
| 2025-06-30 | $1.0M | 14k | 70.75 |
| 2025-03-31 | $936k | 13k | 71.62 |
| 2024-12-31 | $810k | 13k | 62.26 |
| 2024-09-30 | $1.0M | 14k | 71.86 |
| 2024-06-30 | $444k | 7.0k | 63.65 |
| 2024-03-31 | $689k | 11k | 61.18 |
| 2023-12-31 | $414k | 7.0k | 58.93 |
| 2023-09-30 | $376k | 6.7k | 55.98 |
| 2023-06-30 | $404k | 6.7k | 60.22 |
| 2023-03-31 | $466k | 7.5k | 62.03 |
| 2022-12-31 | $473k | 7.4k | 63.61 |
| 2022-09-30 | $434k | 7.8k | 55.99 |
| 2022-06-30 | $469k | 7.5k | 62.94 |
| 2022-03-31 | $462k | 7.5k | 62.01 |
| 2021-12-31 | $481k | 8.1k | 59.20 |
| 2021-09-30 | $439k | 8.4k | 52.46 |
| 2021-06-30 | $431k | 8.0k | 54.17 |
| 2021-03-31 | $419k | 8.0k | 52.67 |
| 2020-12-31 | $447k | 8.2k | 54.85 |
| 2020-09-30 | $406k | 8.2k | 49.31 |
| 2020-06-30 | $530k | 12k | 44.64 |
| 2020-03-31 | $559k | 13k | 44.25 |
| 2019-12-31 | $651k | 12k | 55.35 |
| 2019-09-30 | $599k | 11k | 53.28 |
| 2019-06-30 | $560k | 11k | 52.12 |
| 2019-03-31 | $515k | 11k | 48.01 |
| 2018-12-31 | $462k | 9.8k | 47.35 |
| 2018-09-30 | $316k | 6.8k | 46.15 |
| 2018-06-30 | $300k | 6.8k | 43.81 |
| 2018-03-31 | $302k | 6.9k | 43.50 |
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