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Coca-Cola Company shares owned by Caldwell Trust

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Coca-Cola Company

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All positions including Coca-Cola Company held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 57k 66.32
2021-12-31 $4.3M 73k 59.21
2021-09-30 $4.1M 79k 52.47
2021-06-30 $4.3M 80k 54.11
2021-03-31 $4.2M 80k 52.71
2020-12-31 $4.4M 81k 54.84
2020-09-30 $4.0M 81k 49.37
2020-06-30 $4.0M 89k 44.68
2020-03-31 $3.9M 89k 44.25
2019-12-31 $4.9M 89k 55.35