Coca-Cola Company shares owned by CapWealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by CapWealth Advisors
from 13F filings
Historical chart of CapWealth Advisors investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by CapWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Coca-Cola Company by CapWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 187k | 66.32 |
| 2025-06-30 | $13M | 187k | 70.75 |
| 2025-03-31 | $13M | 186k | 71.62 |
| 2024-12-31 | $11M | 183k | 62.26 |
| 2024-09-30 | $13M | 185k | 71.86 |
| 2024-06-30 | $12M | 184k | 63.65 |
| 2024-03-31 | $11M | 185k | 61.18 |
| 2023-12-31 | $11M | 187k | 58.93 |
| 2023-09-30 | $11M | 187k | 55.98 |
| 2023-06-30 | $11M | 184k | 60.22 |
| 2023-03-31 | $11M | 184k | 62.03 |
| 2022-12-31 | $12M | 184k | 63.61 |
| 2022-09-30 | $10M | 183k | 56.02 |
| 2022-06-30 | $11M | 178k | 62.91 |
| 2022-03-31 | $11M | 175k | 62.00 |
| 2021-12-31 | $10M | 175k | 59.21 |
| 2021-09-30 | $9.0M | 171k | 52.47 |
| 2021-06-30 | $9.2M | 171k | 54.11 |
| 2021-03-31 | $8.2M | 155k | 52.71 |
| 2020-12-31 | $8.3M | 151k | 54.84 |
| 2020-09-30 | $7.1M | 143k | 49.37 |
| 2020-06-30 | $2.9M | 64k | 44.67 |
| 2020-03-31 | $2.8M | 64k | 44.25 |
| 2019-12-31 | $1.4M | 25k | 55.35 |
| 2019-09-30 | $1.4M | 25k | 54.43 |
| 2019-06-30 | $1.2M | 24k | 50.91 |
| 2019-03-31 | $1.1M | 24k | 46.87 |
| 2018-12-31 | $1.2M | 25k | 47.35 |
| 2018-09-30 | $1.1M | 25k | 46.17 |
| 2018-06-30 | $1.1M | 26k | 43.85 |
| 2018-03-31 | $1.2M | 27k | 45.87 |
| 2017-12-31 | $1.2M | 27k | 45.87 |
| 2017-09-30 | $1.1M | 25k | 45.00 |
| 2017-06-30 | $1.2M | 26k | 44.85 |
| 2017-03-31 | $1.2M | 28k | 42.45 |
| 2016-12-31 | $1.2M | 30k | 41.45 |
| 2016-09-30 | $4.2M | 99k | 42.32 |
| 2016-06-30 | $4.5M | 100k | 45.33 |
| 2016-03-31 | $4.8M | 104k | 46.39 |
| 2015-12-31 | $4.5M | 105k | 42.96 |
| 2015-09-30 | $4.2M | 105k | 40.12 |
| 2015-06-30 | $5.9M | 150k | 39.23 |
| 2015-03-31 | $6.4M | 158k | 40.55 |
| 2014-12-31 | $6.9M | 163k | 42.22 |
| 2014-09-30 | $6.7M | 156k | 42.66 |
| 2014-06-30 | $6.5M | 154k | 42.36 |
| 2014-03-31 | $8.1M | 208k | 38.66 |
| 2013-12-31 | $9.0M | 218k | 41.31 |
| 2013-09-30 | $9.4M | 247k | 37.88 |
| 2013-06-30 | $9.9M | 246k | 40.11 |
| 2013-03-31 | $10M | 253k | 40.44 |
| 2012-12-31 | $9.7M | 268k | 36.25 |
| 2012-09-30 | $10M | 272k | 37.93 |
| 2012-06-30 | $9.4M | 120k | 78.19 |
| 2012-03-31 | $6.7M | 91k | 74.01 |
| 2011-12-31 | $6.8M | 97k | 69.97 |