Wealthquest »

Coca-Cola Company shares owned by Wealthquest

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

Historical chart of Wealthquest investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Coca-Cola Company by Wealthquest

Quarter filed Position value Share count Share price at filing
2024-09-30 $412k 5.7k 71.71

More positions owned by Wealthquest

Vanguard Large-cap Etf Etf (VV)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Dimensional Us Large Cap Vector Etf Etf (DFVX)
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Innovator U.s. Equity 10 Buffer Etf - Quarterly Etf (ZALT)
Innovator Defined Wealth Shield Etf Etf (BALT)
American Finl Group Inc Ohio Stock (AFG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Us Treasury 2 Year Note Etf Etf (UTWO)
Vanguard Small-cap Etf Etf (VB)
Us Treasury 12 Month Bill Etf Etf (OBIL)
Vanguard Mid-cap Etf Etf (VO)
Procter And Gamble Stock (PG)
Vanguard Short-term Bond Etf Etf (BSV)

View all positions for Wealthquest

Top funds holding Coca-Cola Company

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

View all funds holding Coca-Cola Company