Coca-Cola Company shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 43k | 66.36 |
| 2025-06-30 | $2.8M | 40k | 70.74 |
| 2025-03-31 | $2.5M | 35k | 71.62 |
| 2024-12-31 | $2.8M | 44k | 62.18 |
| 2024-09-30 | $2.3M | 32k | 71.84 |
| 2024-03-31 | $2.7M | 44k | 61.18 |
| 2023-12-31 | $3.3M | 57k | 58.93 |
| 2023-06-30 | $3.5M | 57k | 60.23 |
| 2023-03-31 | $2.7B | 44k | 62029.48 |
| 2022-12-31 | $2.7B | 42k | 63609.30 |
| 2022-09-30 | $2.2M | 39k | 56.02 |
| 2022-06-30 | $1.8M | 29k | 62.93 |
| 2022-03-31 | $1.9M | 31k | 62.01 |
| 2021-12-31 | $1.8M | 30k | 59.28 |
| 2021-09-30 | $1.3M | 25k | 52.46 |
| 2021-06-30 | $1.1M | 24k | 47.40 |
| 2021-03-31 | $1.2M | 24k | 52.70 |
| 2020-12-31 | $929k | 17k | 54.41 |
| 2020-09-30 | $1.8M | 36k | 49.36 |
| 2020-06-30 | $1.7M | 39k | 44.68 |
| 2020-03-31 | $1.7M | 38k | 44.25 |
| 2019-12-31 | $2.1M | 39k | 55.36 |
| 2019-09-30 | $2.1M | 39k | 54.44 |
| 2019-06-30 | $1.8M | 36k | 50.93 |
| 2019-03-31 | $1.8M | 39k | 46.87 |
| 2018-12-31 | $1.3M | 28k | 47.33 |
| 2018-09-30 | $560k | 12k | 46.21 |
| 2018-06-30 | $501k | 11k | 43.81 |
| 2018-03-31 | $242k | 5.6k | 43.29 |
| 2017-12-31 | $258k | 5.6k | 45.89 |
| 2017-09-30 | $473k | 11k | 45.04 |
| 2017-06-30 | $239k | 5.3k | 44.81 |
| 2017-03-31 | $205k | 4.8k | 42.43 |
| 2016-12-31 | $202k | 4.9k | 41.47 |
| 2016-09-30 | $827k | 20k | 42.34 |
| 2016-06-30 | $856k | 19k | 45.32 |
| 2015-06-30 | $527k | 13k | 39.27 |
| 2015-03-31 | $435k | 11k | 40.57 |
| 2014-12-31 | $453k | 11k | 42.25 |