Coca-Cola Company shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Xcel Wealth Management 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 Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $631k | 10k | 62.26 |
| 2024-09-30 | $804k | 11k | 71.86 |
| 2024-06-30 | $1.0M | 16k | 63.65 |
| 2024-03-31 | $1.2M | 20k | 61.18 |
| 2023-12-31 | $1.4M | 23k | 58.93 |
| 2023-09-30 | $1.5M | 26k | 55.98 |
| 2023-06-30 | $1.8M | 30k | 60.22 |
| 2023-03-31 | $2.0M | 32k | 62.03 |
| 2022-12-31 | $2.0M | 31k | 63.60 |
| 2022-09-30 | $2.3M | 42k | 56.03 |
| 2022-06-30 | $2.6M | 42k | 62.91 |
| 2022-03-31 | $2.8M | 45k | 61.99 |
| 2021-12-31 | $2.7M | 46k | 59.22 |
| 2021-09-30 | $2.4M | 46k | 52.48 |
| 2021-06-30 | $2.5M | 46k | 54.12 |
| 2021-03-31 | $2.4M | 46k | 52.72 |
| 2020-12-31 | $1.1M | 20k | 54.80 |
| 2020-09-30 | $949k | 19k | 49.33 |
| 2020-06-30 | $717k | 16k | 44.66 |
More positions owned by Xcel Wealth Management
Home Depot (HD)
View all positions for Xcel Wealth Management