Coca-Cola Company shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $8.4M | 118k | 70.75 |
| 2025-03-31 | $7.9M | 110k | 71.62 |
| 2024-12-31 | $6.9M | 112k | 62.26 |
| 2024-09-30 | $8.7M | 121k | 71.86 |
| 2024-06-30 | $6.2M | 98k | 63.65 |
| 2024-03-31 | $5.9M | 96k | 61.18 |
| 2023-12-31 | $5.5M | 93k | 58.93 |
| 2023-09-30 | $5.0M | 89k | 55.98 |
| 2023-06-30 | $5.3M | 2.9k | 1802.13 |
| 2023-03-31 | $49k | 55k | 0.89 |
| 2022-12-31 | $4.4M | 70k | 63.61 |
| 2022-09-30 | $3.7M | 65k | 56.02 |
| 2022-06-30 | $3.7M | 58k | 62.91 |
| 2022-03-31 | $3.3M | 54k | 62.00 |
| 2021-12-31 | $3.3M | 55k | 59.22 |
| 2021-09-30 | $3.0M | 24k | 125.15 |
| 2021-06-30 | $3.3M | 61k | 54.11 |
| 2021-03-31 | $3.2M | 62k | 52.71 |
| 2020-12-31 | $3.6M | 65k | 54.83 |
| 2020-09-30 | $3.1M | 64k | 49.37 |
| 2020-06-30 | $3.0M | 68k | 44.67 |
| 2020-03-31 | $3.9M | 88k | 44.26 |
| 2019-12-31 | $5.4M | 97k | 55.35 |
| 2019-09-30 | $5.3M | 98k | 54.44 |
| 2019-06-30 | $5.0M | 98k | 50.92 |
| 2019-03-31 | $1.9M | 40k | 46.87 |
| 2018-12-31 | $1.8M | 39k | 47.34 |
| 2018-09-30 | $1.8M | 39k | 46.20 |
| 2018-06-30 | $957k | 22k | 43.86 |
| 2018-03-31 | $892k | 21k | 43.45 |
| 2017-12-31 | $909k | 20k | 45.90 |
| 2017-09-30 | $914k | 20k | 45.00 |
| 2017-06-30 | $965k | 22k | 44.83 |
| 2017-03-31 | $945k | 22k | 42.46 |
| 2016-12-31 | $629k | 23k | 27.64 |
| 2016-06-30 | $782k | 17k | 45.33 |
| 2016-03-31 | $842k | 18k | 46.40 |
| 2015-12-31 | $830k | 19k | 42.98 |
| 2015-09-30 | $674k | 17k | 40.14 |
| 2015-06-30 | $652k | 17k | 39.23 |
| 2015-03-31 | $675k | 17k | 40.55 |
| 2014-12-31 | $749k | 18k | 42.24 |
| 2014-09-30 | $746k | 18k | 42.69 |
| 2014-06-30 | $705k | 17k | 42.36 |
| 2014-03-31 | $628k | 16k | 38.67 |
| 2013-12-31 | $695k | 17k | 41.33 |
| 2013-09-30 | $632k | 17k | 37.89 |
| 2013-06-30 | $751k | 19k | 40.09 |
| 2013-03-31 | $795k | 20k | 40.42 |
| 2012-09-30 | $697k | 18k | 37.92 |
| 2012-06-30 | $772k | 9.9k | 78.21 |
| 2012-03-31 | $526k | 7.1k | 73.96 |
| 2011-12-31 | $429k | 6.1k | 70.04 |