Coca-Cola Company shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by SFMG 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 SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $591k | 9.7k | 61.18 |
| 2023-12-31 | $649k | 11k | 58.93 |
| 2023-09-30 | $779k | 14k | 55.98 |
| 2023-06-30 | $860k | 14k | 60.22 |
| 2023-03-31 | $1.1M | 18k | 62.03 |
| 2022-12-31 | $1.1M | 17k | 63.61 |
| 2022-09-30 | $979k | 18k | 55.15 |
| 2022-06-30 | $1.1M | 17k | 62.89 |
| 2022-03-31 | $1.0M | 17k | 62.03 |
| 2021-12-31 | $987k | 17k | 59.22 |
| 2021-09-30 | $599k | 11k | 52.47 |
| 2021-06-30 | $591k | 11k | 54.13 |
| 2021-03-31 | $574k | 11k | 52.67 |
| 2020-12-31 | $1.5M | 28k | 54.83 |
| 2020-09-30 | $1.0M | 21k | 49.37 |
| 2020-06-30 | $939k | 21k | 44.66 |
| 2020-03-31 | $505k | 11k | 44.23 |
| 2019-12-31 | $678k | 12k | 55.39 |
| 2019-09-30 | $729k | 13k | 54.47 |
| 2019-06-30 | $1.0M | 19k | 54.16 |
| 2019-03-31 | $512k | 11k | 46.90 |
| 2018-12-31 | $517k | 11k | 47.36 |
| 2018-09-30 | $509k | 11k | 48.00 |
| 2018-06-30 | $483k | 11k | 43.85 |
| 2018-03-31 | $505k | 12k | 43.46 |
| 2017-12-31 | $498k | 11k | 45.92 |
| 2017-09-30 | $489k | 11k | 44.97 |
| 2017-06-30 | $487k | 11k | 44.82 |
| 2017-03-31 | $487k | 12k | 42.40 |
| 2016-12-31 | $466k | 11k | 41.48 |
| 2016-09-30 | $477k | 11k | 42.34 |
| 2016-06-30 | $501k | 11k | 45.30 |
| 2016-03-31 | $363k | 7.8k | 46.40 |
| 2015-12-31 | $310k | 7.2k | 42.92 |
| 2015-09-30 | $309k | 7.7k | 40.08 |
| 2015-06-30 | $329k | 8.4k | 39.19 |
| 2015-03-31 | $824k | 20k | 40.57 |
| 2014-12-31 | $352k | 8.3k | 42.21 |
| 2014-09-30 | $355k | 8.3k | 42.63 |
| 2014-06-30 | $315k | 7.4k | 42.34 |
| 2014-03-31 | $287k | 7.4k | 38.61 |
| 2013-12-31 | $307k | 7.4k | 41.30 |
| 2013-09-30 | $281k | 7.4k | 37.86 |
| 2013-06-30 | $298k | 7.4k | 40.11 |
| 2013-03-31 | $300k | 7.4k | 40.48 |
| 2012-12-31 | $261k | 7.2k | 36.19 |
| 2012-09-30 | $262k | 6.9k | 37.95 |
| 2012-06-30 | $218k | 2.8k | 78.33 |
| 2011-12-31 | $202k | 2.9k | 70.11 |
| 2011-09-30 | $171k | 2.5k | 67.62 |
| 2011-03-31 | $167k | 2.5k | 66.16 |
| 2010-12-31 | $166k | 2.5k | 65.77 |