Coca-Cola Company shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 74k | 66.32 |
| 2025-06-30 | $5.3M | 74k | 70.75 |
| 2025-03-31 | $5.6M | 78k | 71.62 |
| 2024-12-31 | $4.8M | 78k | 62.26 |
| 2024-09-30 | $5.8M | 80k | 71.86 |
| 2024-06-30 | $5.3M | 84k | 63.65 |
| 2024-03-31 | $5.6M | 91k | 61.18 |
| 2023-09-30 | $5.7M | 102k | 55.98 |
| 2023-06-30 | $6.7M | 111k | 60.22 |
| 2023-03-31 | $6.9M | 111k | 62.03 |
| 2022-12-31 | $7.7M | 121k | 63.61 |
| 2022-09-30 | $7.2M | 129k | 56.02 |
| 2022-06-30 | $9.2M | 147k | 62.91 |
| 2022-03-31 | $9.1M | 147k | 62.00 |
| 2021-12-31 | $8.5M | 144k | 59.21 |
| 2021-09-30 | $8.5M | 162k | 52.47 |
| 2021-06-30 | $12M | 215k | 54.11 |
| 2021-03-31 | $13M | 252k | 52.71 |
| 2020-12-31 | $14M | 255k | 54.84 |
| 2020-09-30 | $18M | 357k | 49.37 |
| 2020-06-30 | $12M | 258k | 44.68 |
| 2020-03-31 | $6.9M | 155k | 44.25 |
| 2019-12-31 | $3.3M | 61k | 55.35 |
| 2019-09-30 | $3.5M | 64k | 54.43 |
| 2019-06-30 | $3.1M | 61k | 50.92 |
| 2019-03-31 | $2.9M | 61k | 46.86 |
| 2018-12-31 | $2.9M | 61k | 47.35 |
| 2018-09-30 | $2.8M | 61k | 46.18 |
| 2018-06-30 | $2.7M | 61k | 43.87 |
| 2018-03-31 | $2.6M | 60k | 43.43 |
| 2017-12-31 | $360k | 7.9k | 45.83 |
| 2017-09-30 | $377k | 8.4k | 45.00 |
| 2017-06-30 | $339k | 7.6k | 44.80 |
| 2017-03-31 | $391k | 9.1k | 43.20 |
| 2016-12-31 | $411k | 9.9k | 41.44 |
| 2016-09-30 | $420k | 9.9k | 42.42 |
| 2016-06-30 | $448k | 9.9k | 45.33 |
| 2016-03-31 | $417k | 9.0k | 46.41 |
| 2015-12-31 | $373k | 9.0k | 41.57 |
| 2015-09-30 | $358k | 8.9k | 40.12 |
| 2015-06-30 | $376k | 9.2k | 40.85 |
| 2015-03-31 | $418k | 10k | 40.64 |
| 2014-12-31 | $437k | 10k | 43.00 |
| 2014-09-30 | $497k | 12k | 42.69 |
| 2014-06-30 | $514k | 12k | 41.96 |
| 2014-03-31 | $496k | 12k | 40.57 |
| 2013-12-31 | $487k | 12k | 39.91 |
| 2013-09-30 | $481k | 12k | 39.49 |
| 2013-06-30 | $483k | 12k | 39.61 |
| 2013-03-31 | $515k | 12k | 42.35 |