Coca-Cola Company shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $628k | 9.5k | 66.10 |
| 2025-06-30 | $672k | 9.5k | 70.75 |
| 2025-03-31 | $681k | 9.5k | 71.62 |
| 2024-12-31 | $609k | 9.8k | 62.26 |
| 2024-09-30 | $710k | 9.9k | 71.86 |
| 2024-06-30 | $646k | 10k | 63.65 |
| 2024-03-31 | $644k | 11k | 61.18 |
| 2023-12-31 | $755k | 13k | 58.93 |
| 2023-09-30 | $516k | 9.2k | 55.98 |
| 2023-06-30 | $596k | 9.9k | 60.22 |
| 2023-03-31 | $633k | 10k | 62.41 |
| 2022-12-31 | $645k | 10k | 63.61 |
| 2022-09-30 | $586k | 10k | 56.42 |
| 2022-06-30 | $657k | 10k | 63.25 |
| 2022-03-31 | $602k | 9.7k | 62.01 |
| 2021-12-31 | $580k | 9.8k | 59.16 |
| 2021-09-30 | $493k | 9.4k | 52.51 |
| 2021-06-30 | $500k | 9.2k | 54.13 |
| 2021-03-31 | $489k | 9.3k | 52.75 |
| 2020-12-31 | $455k | 8.3k | 54.88 |
| 2020-09-30 | $441k | 8.9k | 49.42 |
| 2020-06-30 | $369k | 8.2k | 44.80 |
| 2020-03-31 | $365k | 8.2k | 44.29 |
| 2019-12-31 | $425k | 7.7k | 55.29 |
| 2019-09-30 | $380k | 7.0k | 54.38 |
| 2019-06-30 | $369k | 7.2k | 50.96 |
| 2019-03-31 | $327k | 7.0k | 46.66 |
| 2018-12-31 | $310k | 6.6k | 47.32 |
| 2018-09-30 | $304k | 6.6k | 46.41 |
| 2018-06-30 | $293k | 6.7k | 43.96 |
| 2018-03-31 | $288k | 6.6k | 43.44 |
| 2017-12-31 | $303k | 6.6k | 45.84 |
| 2017-09-30 | $298k | 6.6k | 45.08 |
| 2017-06-30 | $292k | 6.5k | 44.85 |
| 2017-03-31 | $276k | 6.5k | 42.40 |
| 2016-12-31 | $332k | 8.0k | 41.48 |