Coca-Cola Company shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Coca-Cola Company by WR Wealth Planners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $321k | 4.5k | 71.85 |
2024-06-30 | $269k | 4.2k | 63.65 |
2024-03-31 | $257k | 4.2k | 61.18 |
2023-12-31 | $241k | 4.1k | 58.93 |
2023-09-30 | $230k | 4.1k | 55.98 |
2023-06-30 | $240k | 4.0k | 60.23 |
2023-03-31 | $190k | 3.1k | 62.03 |
2022-12-31 | $22k | 341 | 63.61 |
2022-09-30 | $19k | 341 | 56.02 |
2022-06-30 | $38k | 606 | 62.91 |
2022-03-31 | $23k | 367 | 62.00 |