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Coca-Cola Company shares owned by Instrumental Wealth

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

Historical chart of Instrumental Wealth investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Coca-Cola Company by Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $284k 4.6k 61.82
2023-12-31 $263k 4.5k 58.92
2023-09-30 $246k 4.5k 54.07
2023-06-30 $257k 4.3k 59.83
2023-03-31 $278k 4.4k 63.65

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View all positions for Instrumental Wealth

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
Geode Capital Management
Morgan Stanley
FMR
Charles Schwab Investment Management
Jpmorgan Chase & Co
T. Rowe Price Associates
Northern Trust
Legal & General Group
Bank of America Corporation
Bank of New York Mellon
Royal Bank of Canada
UBS Group

View all funds holding Coca-Cola Company