Coca-Cola Company shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $413k | 6.2k | 66.32 |
| 2025-06-30 | $472k | 6.7k | 70.75 |
| 2025-03-31 | $464k | 6.5k | 71.62 |
| 2024-12-31 | $390k | 6.3k | 62.26 |
| 2024-09-30 | $441k | 6.1k | 71.86 |
| 2024-06-30 | $369k | 5.8k | 63.65 |
| 2024-03-31 | $538k | 8.8k | 61.18 |
| 2023-12-31 | $549k | 9.3k | 58.93 |
| 2023-09-30 | $605k | 11k | 55.98 |
| 2023-06-30 | $633k | 11k | 60.22 |
| 2023-03-31 | $651k | 11k | 62.03 |
| 2022-12-31 | $582k | 9.1k | 63.61 |
| 2022-09-30 | $492k | 8.8k | 56.06 |
| 2022-06-30 | $573k | 9.1k | 62.89 |
| 2022-03-31 | $564k | 9.1k | 61.96 |
| 2021-12-31 | $540k | 9.1k | 59.25 |
| 2021-09-30 | $525k | 10k | 52.48 |
| 2021-06-30 | $568k | 11k | 54.10 |
| 2021-03-31 | $546k | 10k | 52.75 |
| 2020-12-31 | $723k | 13k | 54.86 |
| 2020-09-30 | $646k | 13k | 49.35 |
| 2020-06-30 | $581k | 13k | 44.71 |
| 2020-03-31 | $572k | 13k | 44.27 |
| 2019-12-31 | $576k | 10k | 55.32 |
| 2019-09-30 | $582k | 11k | 54.45 |
| 2019-06-30 | $562k | 11k | 50.92 |
| 2019-03-31 | $362k | 7.7k | 46.82 |
| 2018-12-31 | $345k | 7.3k | 47.32 |
| 2018-09-30 | $334k | 7.2k | 46.14 |
| 2018-06-30 | $315k | 7.2k | 43.84 |
| 2018-03-31 | $310k | 7.1k | 43.48 |
| 2017-12-31 | $337k | 7.3k | 45.89 |
| 2017-09-30 | $332k | 7.4k | 45.03 |
| 2017-06-30 | $357k | 8.0k | 44.82 |
| 2017-03-31 | $328k | 7.7k | 42.42 |
| 2016-12-31 | $321k | 7.7k | 41.52 |