Ownership history in SHEETS SMITH WEALTH MANAGEMENT · 66 quarters on record
This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in Coca Cola Company Common (KO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 330,760 | +265 | +0.1% | 2.54% | $23.1M | $69.43 |
| 2025 Q3 | REDUCED | 330,495 | -134 | -0.0% | 2.48% | $21.9M | $65.41 |
| 2025 Q2 | ADDED | 330,629 | +1 | +0.0% | 2.74% | $23.4M | $69.25 |
| 2025 Q1 | UNCHANGED | 330,628 | — | 0% | 2.94% | $23.7M | $69.60 |
| 2024 Q4 | ADDED | 330,628 | +102 | +0.0% | 2.51% | $20.6M | $60.06 |
| 2024 Q3 | ADDED | 330,526 | +1 | +0.0% | 2.91% | $23.8M | $68.80 |
| 2024 Q2 | ADDED | 330,525 | +1 | +0.0% | 2.52% | $21.0M | $60.53 |
| 2024 Q1 | REDUCED | 330,524 | -999 | -0.3% | 2.26% | $20.2M | $57.73 |
| 2023 Q4 | REDUCED | 331,523 | -112 | -0.0% | 2.78% | $19.5M | $55.17 |
| 2023 Q3 | ADDED | 331,635 | +356 | +0.1% | 2.83% | $18.6M | $51.99 |
As of 2025 Q4 — sorted by position size