Coca-Cola Company shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $468k | 7.1k | 66.32 |
| 2025-06-30 | $618k | 8.7k | 70.75 |
| 2025-03-31 | $619k | 8.6k | 71.62 |
| 2024-12-31 | $550k | 8.8k | 62.26 |
| 2024-09-30 | $650k | 9.0k | 71.86 |
| 2024-06-30 | $534k | 8.4k | 63.65 |
| 2024-03-31 | $496k | 8.1k | 61.18 |
| 2023-12-31 | $468k | 7.9k | 58.93 |
| 2023-09-30 | $441k | 7.9k | 55.98 |
| 2023-06-30 | $501k | 8.3k | 60.22 |
| 2023-03-31 | $534k | 8.6k | 62.03 |
| 2022-12-31 | $532k | 8.4k | 63.61 |
| 2022-09-30 | $318k | 5.7k | 56.04 |
| 2022-06-30 | $352k | 5.6k | 62.87 |
| 2022-03-31 | $475k | 7.7k | 61.99 |
| 2021-12-31 | $469k | 7.9k | 59.16 |