Coca-Cola Company shares owned by Bell & Brown Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Bell & Brown Wealth Advisors
from 13F filings
Historical chart of Bell & Brown Wealth Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Bell & Brown Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 45k | 66.32 |
| 2025-06-30 | $3.2M | 45k | 70.75 |
| 2025-03-31 | $3.2M | 45k | 71.62 |
| 2024-12-31 | $2.7M | 44k | 62.26 |
| 2024-09-30 | $3.0M | 42k | 71.86 |
| 2024-06-30 | $2.7M | 42k | 63.65 |
| 2024-03-31 | $2.4M | 39k | 61.18 |
| 2023-12-31 | $2.2M | 38k | 58.93 |
| 2023-06-30 | $2.2M | 37k | 60.22 |
| 2023-03-31 | $2.3M | 37k | 62.03 |
| 2022-12-31 | $2.4M | 37k | 63.61 |
| 2022-09-30 | $2.0M | 37k | 56.03 |
| 2022-06-30 | $2.3M | 37k | 62.93 |
| 2022-03-31 | $2.3M | 37k | 62.01 |
| 2021-12-31 | $2.2M | 36k | 61.30 |
| 2021-09-30 | $1.8M | 34k | 52.46 |
| 2020-09-30 | $1.3M | 26k | 49.91 |
| 2020-06-30 | $1.1M | 24k | 47.13 |
| 2020-03-31 | $1.0M | 23k | 45.61 |
| 2019-12-31 | $1.3M | 22k | 56.87 |
| 2019-09-30 | $1.2M | 22k | 54.26 |
| 2019-06-30 | $1.1M | 22k | 50.90 |
| 2019-03-31 | $1.0M | 22k | 46.85 |
| 2018-12-31 | $2.5M | 53k | 47.36 |
| 2018-09-30 | $984k | 21k | 47.90 |
| 2018-06-30 | $868k | 20k | 43.86 |
| 2018-03-31 | $832k | 20k | 42.63 |
| 2017-12-31 | $859k | 19k | 45.89 |
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