Coca-Cola Company shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Regent Peak Wealth Advisors 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 Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.9M | 162k | 61.18 |
| 2023-12-31 | $9.7M | 165k | 58.93 |
| 2023-09-30 | $9.2M | 164k | 55.98 |
| 2023-06-30 | $9.8M | 163k | 60.22 |
| 2023-03-31 | $4.2M | 166k | 25.23 |
| 2022-12-31 | $4.3M | 67k | 63.62 |
| 2022-09-30 | $3.1M | 55k | 56.46 |
| 2022-06-30 | $3.4M | 152k | 22.20 |
| 2022-03-31 | $3.2M | 151k | 21.48 |
| 2021-12-31 | $3.0M | 149k | 20.11 |
| 2021-09-30 | $2.6M | 147k | 17.51 |
| 2021-06-30 | $2.9M | 50k | 57.03 |
| 2021-03-31 | $2.9M | 54k | 52.70 |
| 2020-12-31 | $2.7M | 50k | 54.85 |
| 2020-09-30 | $2.4M | 49k | 49.38 |
| 2020-06-30 | $2.1M | 47k | 44.68 |
| 2020-03-31 | $2.2M | 51k | 44.23 |
| 2019-12-31 | $2.3M | 42k | 55.35 |
More positions owned by Regent Peak Wealth Advisors
View all positions for Regent Peak Wealth Advisors