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Coca-Cola Company shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Coca-Cola Company by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $739k 11k 69.91
2025-09-30 $516k 7.8k 66.32
2025-06-30 $374k 5.3k 70.76
2025-03-31 $507k 7.1k 71.62
2024-09-30 $129k 1.8k 71.87

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Capital Performance Advisors

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Franklin Resources
Wellington Management Company
Legal & General Group
Ubs Global Asset Management Americas
UBS Group
Invesco

View all funds holding Coca-Cola Company