Coca-Cola Company shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Coca-Cola Company by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 102k | 66.32 |
| 2025-06-30 | $7.4M | 105k | 70.75 |
| 2025-03-31 | $7.0M | 98k | 71.62 |
| 2024-12-31 | $25M | 400k | 62.26 |
| 2024-09-30 | $3.4M | 48k | 71.86 |
| 2024-06-30 | $2.7M | 43k | 63.65 |
| 2024-03-31 | $2.7M | 44k | 61.18 |
| 2023-09-30 | $2.1M | 38k | 55.98 |
| 2023-06-30 | $1.4M | 24k | 60.22 |
| 2023-03-31 | $1.4M | 22k | 62.50 |
| 2022-12-31 | $1.4M | 22k | 63.61 |
| 2022-09-30 | $1.2M | 21k | 56.43 |
| 2022-06-30 | $1.2M | 19k | 63.35 |
| 2022-03-31 | $1.0M | 16k | 62.44 |
| 2021-12-31 | $750k | 13k | 59.22 |
| 2021-09-30 | $669k | 13k | 52.85 |
| 2021-06-30 | $884k | 16k | 54.50 |
| 2021-03-31 | $507k | 9.5k | 53.10 |
| 2020-12-31 | $1.6M | 29k | 54.80 |
| 2020-09-30 | $1.3M | 26k | 49.51 |
| 2020-06-30 | $1.3M | 29k | 44.65 |
| 2020-03-31 | $406k | 9.2k | 44.19 |
| 2019-12-31 | $6.1M | 111k | 55.35 |
| 2019-09-30 | $482k | 8.9k | 54.39 |
| 2019-06-30 | $504k | 9.9k | 50.83 |
| 2019-03-31 | $525k | 11k | 46.83 |