Holistic Planning »

Coca-Cola Company shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Coca-Cola Company by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $320k 5.2k 61.18

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive Enhanced (BUXX)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Holistic Planning

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