Coca-Cola Company shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Castle Rock Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Coca-Cola Company by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 243k | 65.91 |
| 2025-06-30 | $17M | 243k | 70.48 |
| 2025-03-31 | $17M | 243k | 71.60 |
| 2024-12-31 | $17M | 245k | 68.87 |
| 2024-09-30 | $17M | 246k | 69.44 |
| 2024-06-30 | $16M | 245k | 63.28 |
| 2024-03-31 | $15M | 245k | 61.93 |
| 2023-12-31 | $15M | 245k | 59.42 |
| 2023-09-30 | $13M | 245k | 52.58 |
| 2023-06-30 | $15M | 245k | 61.03 |
| 2023-03-31 | $16M | 245k | 63.39 |
| 2022-12-31 | $15M | 245k | 60.81 |
| 2022-09-30 | $13M | 245k | 54.48 |
| 2022-06-30 | $15M | 245k | 62.91 |
| 2022-03-31 | $489k | 7.5k | 65.03 |
| 2017-12-31 | $208k | 4.5k | 45.94 |
More positions owned by Castle Rock Wealth Management
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