Coca-Cola Company shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by WMG Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Coca-Cola Company by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $202k | 3.0k | 66.32 |
| 2025-06-30 | $227k | 3.2k | 70.75 |
| 2025-03-31 | $228k | 3.2k | 71.63 |
| 2024-09-30 | $215k | 3.0k | 71.86 |
| 2023-06-30 | $233k | 3.9k | 60.22 |
| 2023-03-31 | $218k | 3.5k | 62.03 |
| 2022-12-31 | $314k | 4.9k | 63.61 |
| 2022-09-30 | $283k | 5.1k | 55.56 |
| 2022-06-30 | $321k | 5.1k | 62.77 |
| 2022-03-31 | $307k | 5.0k | 61.90 |
| 2021-12-31 | $229k | 4.3k | 53.33 |