Coca-Cola Company shares owned by Ballast Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 17k | 66.32 |
| 2025-06-30 | $1.2M | 17k | 70.75 |
| 2025-03-31 | $1.2M | 17k | 71.62 |
| 2024-12-31 | $1.1M | 17k | 62.26 |
| 2024-09-30 | $1.2M | 17k | 71.86 |
| 2024-06-30 | $1.1M | 17k | 63.65 |
| 2024-03-31 | $1.0M | 17k | 61.18 |
| 2023-12-31 | $761k | 13k | 58.93 |
| 2023-09-30 | $973k | 17k | 55.98 |
| 2023-06-30 | $988k | 16k | 60.22 |
| 2023-03-31 | $608k | 9.8k | 62.03 |
| 2022-12-31 | $606k | 9.5k | 63.61 |
| 2022-09-30 | $535k | 9.6k | 55.98 |
| 2022-06-30 | $602k | 9.6k | 62.90 |
| 2022-03-31 | $593k | 9.6k | 62.05 |
| 2021-12-31 | $555k | 9.4k | 59.21 |
| 2021-09-30 | $485k | 9.2k | 52.44 |
| 2021-06-30 | $496k | 9.2k | 54.14 |
| 2021-03-31 | $478k | 9.1k | 52.72 |
| 2020-12-31 | $497k | 9.1k | 54.82 |
| 2020-09-30 | $447k | 9.1k | 49.33 |
| 2020-06-30 | $400k | 9.0k | 44.63 |
| 2020-03-31 | $379k | 8.6k | 44.27 |
| 2019-12-31 | $482k | 8.7k | 55.39 |