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Provence Wealth Management Group

SEC CIK
0001925991
Latest filing
Feb 6, 2024

KO holding history

Coca Cola Co in every 13F filed by Provence Wealth Management Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KO overviewAll 13F holders of KOFull Q4 2023 holdings

Shares (Q4 2023)
5,960
Value
$351.2K
% of portfolio
0.2%
Quarters held
5
Since Q4 2022
Holdings of KO by Provence Wealth Management Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20235,960$351.2K0.2%+817+15.9%AddedHolders
Q3 20235,143$287.9K0.2%−1,416−21.6%ReducedHolders
Q2 20236,559$395.0K0.2%−2,326−26.2%ReducedHolders
Q1 20238,885$551.1K0.4%+3,767+73.6%AddedHolders
Q4 20225,118$325.6K0.3%+5,118NewHolders