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
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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 |
|---|---|---|---|
| 2026-03-31 | $7.2M | 94k | 76.05 |
| 2025-12-31 | $4.4M | 62k | 69.91 |
| 2025-09-30 | $682k | 10k | 66.32 |
| 2025-06-30 | $744k | 11k | 70.75 |
| 2025-03-31 | $340k | 4.7k | 71.62 |
| 2024-12-31 | $465k | 7.5k | 62.26 |
| 2024-09-30 | $1.2M | 16k | 71.86 |
| 2024-06-30 | $325k | 5.1k | 63.65 |
| 2024-03-31 | $310k | 5.1k | 61.17 |
| 2023-12-31 | $299k | 5.1k | 58.92 |
| 2023-09-30 | $378k | 6.8k | 55.98 |
| 2023-06-30 | $259k | 6.2k | 41.55 |
| 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 |
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