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Coca-Cola Company shares owned by OptiFour Integrated Wealth Management

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

Historical chart of OptiFour Integrated Wealth Management investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by OptiFour Integrated 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 OptiFour Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2019-12-31 $575k 10k 55.37
2019-09-30 $565k 10k 54.41
2019-06-30 $529k 10k 50.94

More positions owned by OptiFour Integrated Wealth Management

iShares S&P 1500 Index Fund (ITOT)
Schwab U S Broad Market ETF (SCHB)
Vanguard Total Stock Market ETF (VTI)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Ishares Core Intl Stock Etf core (IXUS)
iShares Lehman Aggregate Bond (AGG)
SPDR Barclays Capital TIPS (SPIP)
Ishares Tr fltg rate nt (FLOT)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Ishares Tr Global Reit Etf (REET)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Schwab International Equity ETF (SCHF)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Schwab Strategic Tr us aggregate b (SCHZ)
Alamo (ALG)

View all positions for OptiFour Integrated Wealth Management

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