Coca-Cola Company shares owned by Creative Planning
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Coca-Cola Company
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All positions including Coca-Cola Company held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Coca-Cola Company by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $133M | 1.9M | 71.86 |
| 2024-06-30 | $113M | 1.8M | 63.66 |
| 2024-03-31 | $105M | 1.7M | 61.18 |
| 2023-12-31 | $99M | 1.7M | 58.93 |
| 2023-09-30 | $98M | 1.8M | 55.98 |
| 2023-06-30 | $94M | 1.6M | 60.22 |
| 2023-03-31 | $92M | 1.5M | 62.03 |
| 2022-12-31 | $91M | 1.4M | 63.61 |
| 2022-09-30 | $81M | 1.4M | 56.02 |
| 2022-06-30 | $82M | 1.3M | 62.91 |
| 2022-03-31 | $62M | 993k | 62.00 |
| 2021-12-31 | $53M | 901k | 59.21 |
| 2021-09-30 | $56M | 1.1M | 52.47 |
| 2021-06-30 | $69M | 1.3M | 54.11 |
| 2021-03-31 | $99M | 1.9M | 52.71 |
| 2020-12-31 | $89M | 1.6M | 54.84 |
| 2020-09-30 | $76M | 1.5M | 49.37 |
| 2020-06-30 | $24M | 531k | 44.68 |
| 2020-03-31 | $23M | 517k | 44.25 |
| 2019-12-31 | $30M | 533k | 55.35 |
| 2019-09-30 | $33M | 602k | 54.44 |
| 2019-06-30 | $30M | 583k | 50.92 |
| 2019-03-31 | $28M | 590k | 46.86 |
| 2018-12-31 | $24M | 507k | 47.35 |
| 2018-09-30 | $22M | 484k | 46.19 |
| 2018-06-30 | $18M | 410k | 43.86 |
| 2018-03-31 | $0 | 402k | 0.00 |
| 2017-12-31 | $19M | 414k | 45.88 |
| 2017-09-30 | $17M | 375k | 45.01 |
| 2017-06-30 | $16M | 363k | 44.85 |
| 2017-03-31 | $16M | 387k | 42.44 |
| 2016-12-31 | $17M | 392k | 42.50 |
| 2016-09-30 | $16M | 369k | 42.50 |
| 2016-06-30 | $12M | 275k | 45.00 |
| 2016-03-31 | $13M | 286k | 46.39 |
| 2015-12-31 | $13M | 293k | 42.96 |
| 2015-09-30 | $2.8M | 282k | 10.00 |
| 2015-06-30 | $10M | 266k | 39.23 |
| 2015-03-31 | $10M | 256k | 40.55 |
| 2014-12-31 | $11M | 260k | 42.22 |
| 2014-09-30 | $10M | 243k | 42.66 |
| 2014-06-30 | $8.9M | 210k | 42.36 |
| 2014-03-31 | $7.9M | 205k | 38.66 |
| 2013-12-31 | $7.5M | 182k | 41.31 |
| 2013-09-30 | $6.1M | 161k | 37.88 |
| 2013-06-30 | $5.6M | 139k | 40.11 |
| 2012-12-31 | $3.7M | 103k | 36.25 |
| 2012-09-30 | $3.3M | 88k | 37.93 |
| 2012-06-30 | $3.0M | 38k | 78.20 |
| 2011-12-31 | $1.1M | 15k | 69.97 |