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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

Tip: Access up to 7 years of quarterly data

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

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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
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