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SHRIER WEALTH MANAGEMENT, LLC → KO

SHRIER WEALTH MANAGEMENT, LLC KO Position History

The Coca-Cola Company • Manufacturing

Quarters held
4
Latest value
$4.2M
Q3 2026
Peak value
$4.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.3M
Q1 2026$3.7M
Q2 2026$3.9M
Q3 2026$4.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.2M48.6K——
Q2 2026$3.9M48.5K——
Q1 2026$3.7M48.4K——
Q4 2025$3.3M47.5K——

Other funds holding KO

Other SHRIER WEALTH MANAGEMENT, LLC positions

ETHA

ISHARES TR

$25.7M
ETHA

ISHARES TR

$23.2M
ETHA

ISHARES TR

$22.6M
ETHA

ISHARES TR

$20.4M
ETHA

ISHARES TR

$19.3M
VGES

VANGUARD INTL EQUITY INDEX F

$18.9M
VGES

VANGUARD INTL EQUITY INDEX F

$18.8M
ETHA

ISHARES TR

$18.7M