Coca-Cola Company shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $677k | 10k | 66.32 |
| 2025-06-30 | $735k | 10k | 70.75 |
| 2025-03-31 | $661k | 9.2k | 71.62 |
| 2024-12-31 | $580k | 9.3k | 62.26 |
| 2024-09-30 | $641k | 8.9k | 71.86 |
| 2024-06-30 | $557k | 8.7k | 63.65 |
| 2024-03-31 | $530k | 8.7k | 61.18 |
| 2023-12-31 | $559k | 9.5k | 58.93 |
| 2023-09-30 | $541k | 9.7k | 55.98 |
| 2023-06-30 | $598k | 9.8k | 60.81 |
| 2023-03-31 | $536k | 8.6k | 62.03 |
| 2022-12-31 | $552k | 8.7k | 63.61 |
| 2022-09-30 | $468k | 8.6k | 54.50 |
| 2022-06-30 | $543k | 8.6k | 62.96 |
| 2022-03-31 | $421k | 6.8k | 61.96 |
| 2021-12-31 | $346k | 5.8k | 59.21 |
| 2021-09-30 | $403k | 7.7k | 52.43 |
| 2021-06-30 | $547k | 10k | 54.15 |
| 2021-03-31 | $530k | 10k | 52.69 |
| 2020-12-31 | $598k | 11k | 54.85 |
| 2020-09-30 | $643k | 13k | 49.38 |
| 2020-06-30 | $4.4M | 99k | 44.68 |
| 2020-03-31 | $4.4M | 99k | 44.25 |
| 2019-12-31 | $5.5M | 99k | 55.35 |
| 2019-09-30 | $5.4M | 100k | 54.44 |
| 2019-06-30 | $5.0M | 99k | 50.92 |
| 2019-03-31 | $4.6M | 98k | 46.86 |
| 2018-12-31 | $4.6M | 97k | 47.35 |
| 2018-09-30 | $4.5M | 98k | 46.19 |
| 2018-06-30 | $4.3M | 98k | 43.86 |
| 2018-03-31 | $4.1M | 95k | 43.43 |
| 2017-12-31 | $4.4M | 96k | 45.88 |