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Coca-Cola Company shares owned by Whalen Wealth Management

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

Historical chart of Whalen Wealth Management investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Coca-Cola Company by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $517k 7.4k 69.91
2024-06-30 $244k 3.8k 63.64

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Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Norges Bank Investment Management
Northern Trust
Franklin Resources
Wellington Management Company
Ubs Global Asset Management Americas
Goldman Sachs Group
Bank of New York Mellon

View all funds holding Coca-Cola Company