Coca-Cola Company shares owned by AE Wealth Management
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.7M | 117k | 66.32 |
| 2025-06-30 | $8.8M | 124k | 70.75 |
| 2025-03-31 | $7.1M | 100k | 71.63 |
| 2024-12-31 | $7.1M | 115k | 62.27 |
| 2024-09-30 | $8.6M | 120k | 71.86 |
| 2024-06-30 | $9.1M | 143k | 63.65 |
| 2024-03-31 | $6.9M | 113k | 61.19 |
| 2023-12-31 | $38M | 639k | 59.37 |
| 2023-09-30 | $32M | 573k | 55.98 |
| 2023-06-30 | $36M | 595k | 60.22 |
| 2023-03-31 | $31M | 500k | 62.03 |
| 2022-12-31 | $29M | 455k | 63.61 |
| 2022-09-30 | $24M | 426k | 56.02 |
| 2022-06-30 | $36M | 578k | 62.91 |
| 2022-03-31 | $29M | 472k | 62.00 |
| 2021-12-31 | $25M | 424k | 59.21 |
| 2021-09-30 | $28M | 526k | 52.47 |
| 2021-06-30 | $26M | 475k | 54.11 |
| 2021-03-31 | $20M | 383k | 52.71 |
| 2020-12-31 | $20M | 357k | 54.84 |
| 2020-09-30 | $18M | 354k | 49.37 |
| 2020-06-30 | $15M | 328k | 44.68 |
| 2020-03-31 | $9.1M | 205k | 44.25 |
| 2019-12-31 | $11M | 189k | 55.35 |
| 2019-09-30 | $8.7M | 160k | 54.44 |
| 2019-06-30 | $8.9M | 174k | 50.92 |
| 2019-03-31 | $4.7M | 100k | 46.86 |
| 2018-12-31 | $4.2M | 90k | 47.35 |
| 2018-09-30 | $5.9M | 129k | 46.19 |
| 2018-06-30 | $3.7M | 84k | 43.86 |
| 2018-03-31 | $241k | 96k | 2.50 |
| 2017-12-31 | $4.1M | 90k | 45.88 |
| 2017-09-30 | $4.2M | 93k | 45.01 |
| 2017-06-30 | $3.5M | 77k | 44.86 |
| 2017-03-31 | $2.3M | 54k | 42.45 |
| 2016-12-31 | $1.6M | 39k | 41.45 |