Coca-Cola Company shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in Coca-Cola Company
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All positions including Coca-Cola Company held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Coca-Cola Company by Wescott Financial Advisory Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $442k | 6.2k | 71.86 |
2024-06-30 | $393k | 6.2k | 63.65 |
2024-03-31 | $375k | 6.1k | 61.18 |
2023-09-30 | $351k | 6.3k | 55.98 |
2023-06-30 | $377k | 6.3k | 60.22 |
2023-03-31 | $408k | 6.6k | 62.03 |
2022-12-31 | $389k | 6.1k | 63.61 |
2022-09-30 | $340k | 6.1k | 55.98 |
2022-06-30 | $379k | 6.0k | 62.92 |
2022-03-31 | $374k | 6.0k | 61.95 |
2021-12-31 | $354k | 6.0k | 59.23 |
2021-09-30 | $333k | 6.3k | 52.48 |
2021-06-30 | $349k | 6.2k | 56.69 |
2021-03-31 | $318k | 6.0k | 52.71 |
2020-12-31 | $326k | 6.0k | 54.79 |
More positions owned by Wescott Financial Advisory Group
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