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Coca-Cola Company shares owned by Charles Schwab Trust

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Charles Schwab Trust from 13F filings

Historical chart of Charles Schwab Trust investment in Coca-Cola Company

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All positions including Coca-Cola Company held by Charles Schwab Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by Charles Schwab Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $202k 3.1k 66.32
2025-06-30 $421k 5.9k 70.75
2025-03-31 $429k 6.0k 71.62
2024-12-31 $200k 3.2k 62.26
2023-03-31 $200k 3.2k 62.03
2021-12-31 $213k 3.6k 59.28
2021-09-30 $254k 4.8k 52.49
2021-06-30 $221k 4.1k 54.11
2021-03-31 $529k 10k 52.53
2020-12-31 $515k 9.4k 54.85
2020-09-30 $478k 9.7k 49.36
2020-03-31 $434k 9.8k 44.25
2019-12-31 $720k 13k 55.34
2019-09-30 $239k 4.4k 54.70