Coca-Cola Company shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Capstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 17k | 66.32 |
| 2025-06-30 | $1.2M | 17k | 70.75 |
| 2025-03-31 | $1.2M | 17k | 71.62 |
| 2024-12-31 | $1.1M | 17k | 62.26 |
| 2024-09-30 | $1.2M | 17k | 71.86 |
| 2024-06-30 | $1.1M | 17k | 63.65 |
| 2024-03-31 | $1.0M | 17k | 61.18 |
| 2023-09-30 | $958k | 17k | 55.98 |
| 2023-06-30 | $1.0M | 17k | 60.22 |
| 2023-03-31 | $1.1M | 18k | 62.03 |
| 2022-12-31 | $1.1M | 17k | 63.61 |
| 2022-09-30 | $975k | 17k | 56.04 |
| 2022-06-30 | $1.1M | 17k | 62.89 |
| 2022-03-31 | $1.1M | 17k | 62.00 |
| 2021-12-31 | $990k | 17k | 59.22 |
| 2021-09-30 | $877k | 17k | 52.46 |
| 2021-06-30 | $904k | 17k | 54.08 |
| 2021-03-31 | $798k | 15k | 52.72 |
| 2020-12-31 | $860k | 16k | 54.86 |
| 2020-09-30 | $725k | 15k | 49.40 |
| 2020-06-30 | $653k | 15k | 44.65 |
| 2020-03-31 | $647k | 15k | 44.24 |
More positions owned by Capstone Financial Advisors
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