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Coca-Cola Company shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Coca-Cola Company

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All positions including Coca-Cola Company held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $31M 524k 58.93
2023-09-30 $31M 543k 56.44
2023-06-30 $35M 571k 60.68
2023-03-31 $36M 570k 62.50
2022-12-31 $37M 583k 63.61
2022-09-30 $33M 591k 56.46
2022-06-30 $39M 616k 63.36
2022-03-31 $41M 656k 62.00
2021-12-31 $41M 692k 59.21
2021-09-30 $36M 687k 52.47
2021-06-30 $38M 703k 54.11
2021-03-31 $38M 721k 52.71
2020-12-31 $41M 753k 54.84
2020-09-30 $32M 652k 49.37
2020-06-30 $21M 479k 44.68
2020-03-31 $20M 453k 44.25
2019-12-31 $33M 591k 55.35
2019-09-30 $33M 608k 54.44
2019-06-30 $36M 699k 50.92
2019-03-31 $31M 655k 46.86
2018-12-31 $31M 647k 47.35
2018-09-30 $30M 658k 46.19
2018-06-30 $31M 700k 43.86
2018-03-31 $34M 772k 43.43
2017-12-31 $36M 790k 45.88
2017-09-30 $35M 779k 45.01
2017-06-30 $35M 781k 44.85
2017-03-31 $33M 784k 42.44
2016-12-31 $33M 793k 41.46
2016-09-30 $12M 293k 42.32
2016-06-30 $13M 290k 45.33
2016-03-31 $14M 293k 46.39
2015-12-31 $13M 296k 42.96
2015-09-30 $12M 293k 40.12
2015-06-30 $11M 288k 39.23
2015-03-31 $12M 291k 40.55
2014-12-31 $13M 297k 42.22
2014-09-30 $13M 308k 42.66
2014-06-30 $14M 322k 42.36
2014-03-31 $14M 354k 38.66
2013-12-31 $13M 308k 41.31
2013-09-30 $12M 307k 37.88
2013-06-30 $12M 305k 40.11
2013-03-31 $12M 303k 40.44
2012-12-31 $12M 341k 36.25
2012-09-30 $13M 346k 37.93
2012-06-30 $14M 179k 78.19
2012-03-31 $14M 192k 74.01
2011-12-31 $13M 189k 69.97
2011-09-30 $13M 197k 67.56
2011-06-30 $12M 178k 67.29
2011-03-31 $12M 176k 66.34

More positions owned by A. Montag and Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Coca-Cola Company (KO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Home Depot (HD)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Adobe Systems Incorporated (ADBE)

View all positions for A. Montag and Associates

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
Jpmorgan Chase & Co
Charles Schwab Investment Management
Norges Bank Investment Management
T. Rowe Price Associates
Legal & General Group
Bank of New York Mellon
Bank of America Corporation
Royal Bank of Canada
Wellington Management Company
UBS Group
Ubs Global Asset Management Americas
Alliancebernstein
Goldman Sachs Group

View all funds holding Coca-Cola Company