Coca-Cola Company shares owned by Halpern Financial
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Coca-Cola Company by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $102k | 1.4k | 71.01 |
| 2024-06-30 | $89k | 1.4k | 63.65 |
| 2024-03-31 | $78k | 1.3k | 59.83 |
| 2023-12-31 | $78k | 1.3k | 59.96 |
| 2023-09-30 | $73k | 1.3k | 55.98 |
| 2023-06-30 | $90k | 1.5k | 60.22 |
| 2023-03-31 | $95k | 1.5k | 62.03 |
| 2022-12-31 | $101k | 1.6k | 63.62 |
| 2022-09-30 | $89k | 1.6k | 56.03 |
| 2022-06-30 | $97k | 1.5k | 62.92 |
| 2022-03-31 | $97k | 1.6k | 62.01 |
| 2021-12-31 | $110k | 1.9k | 59.22 |
| 2021-09-30 | $96k | 1.8k | 52.48 |
| 2021-06-30 | $132k | 2.4k | 54.11 |
| 2021-03-31 | $4.6k | 87 | 52.83 |
| 2020-12-31 | $120 | 2 | 60.00 |
| 2020-09-30 | $156 | 3 | 52.00 |
| 2020-06-30 | $7.8k | 175 | 44.71 |
| 2020-03-31 | $94 | 2 | 47.00 |
| 2019-12-31 | $117 | 2 | 58.50 |