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Coca-Cola Company shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $299k 5.1k 58.92
2023-09-30 $378k 6.8k 55.98
2023-06-30 $3.2k 53 60.23
2023-03-31 $149k 2.4k 62.02
2022-12-31 $683k 11k 60.60
2022-09-30 $569k 9.1k 62.26
2022-03-31 $654k 9.9k 66.01