Coca-Cola Company shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Coca-Cola Company by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 33k | 66.32 |
| 2025-06-30 | $2.0M | 28k | 70.75 |
| 2025-03-31 | $2.1M | 29k | 71.62 |
| 2024-12-31 | $1.9M | 30k | 62.26 |
| 2024-09-30 | $2.1M | 29k | 71.86 |
| 2024-06-30 | $1.9M | 29k | 63.65 |
| 2024-03-31 | $1.9M | 31k | 61.18 |
| 2023-12-31 | $1.8M | 30k | 58.93 |
| 2023-09-30 | $1.7M | 31k | 55.98 |
| 2023-06-30 | $1.9M | 31k | 60.22 |
| 2023-03-31 | $1.9M | 31k | 62.03 |
| 2022-12-31 | $2.0M | 31k | 63.61 |
| 2022-09-30 | $1.8M | 32k | 56.01 |
| 2022-06-30 | $2.2M | 35k | 62.90 |
| 2022-03-31 | $2.2M | 35k | 62.00 |
| 2021-12-31 | $2.1M | 35k | 59.21 |
| 2021-09-30 | $2.1M | 40k | 52.47 |
| 2021-06-30 | $2.2M | 41k | 54.12 |
| 2021-03-31 | $2.1M | 40k | 52.72 |
| 2020-12-31 | $2.4M | 44k | 54.84 |
| 2020-09-30 | $2.2M | 45k | 49.38 |
| 2020-06-30 | $2.0M | 45k | 44.68 |
| 2020-03-31 | $2.0M | 45k | 44.26 |
| 2019-12-31 | $1.7M | 30k | 55.34 |
| 2019-09-30 | $1.7M | 31k | 54.45 |
| 2019-06-30 | $1.6M | 31k | 50.91 |
| 2019-03-31 | $1.4M | 31k | 46.87 |
| 2018-12-31 | $1.6M | 33k | 47.34 |
| 2018-09-30 | $1.6M | 35k | 46.20 |
| 2018-06-30 | $1.3M | 30k | 43.87 |
| 2018-03-31 | $1.3M | 30k | 43.43 |
| 2017-12-31 | $1.4M | 30k | 45.89 |
| 2017-09-30 | $1.3M | 29k | 45.01 |
| 2017-06-30 | $1.3M | 28k | 44.84 |
| 2017-03-31 | $1.2M | 28k | 42.43 |
| 2016-12-31 | $1.3M | 31k | 41.45 |
| 2016-09-30 | $29k | 1.2k | 23.63 |
| 2016-06-30 | $1.3M | 29k | 45.32 |
| 2016-03-31 | $1.3M | 29k | 46.38 |
| 2015-12-31 | $1.2M | 29k | 42.96 |
| 2015-09-30 | $1.2M | 29k | 40.13 |
| 2015-06-30 | $564k | 14k | 39.25 |
| 2015-03-31 | $583k | 14k | 40.57 |
| 2014-12-31 | $686k | 16k | 42.23 |
| 2014-09-30 | $689k | 16k | 42.69 |
| 2014-06-30 | $691k | 16k | 42.38 |
| 2014-03-31 | $775k | 20k | 38.67 |
| 2013-12-31 | $828k | 20k | 41.32 |
| 2013-09-30 | $771k | 20k | 37.86 |
| 2013-06-30 | $817k | 20k | 40.12 |