Coca-Cola Company shares owned by Heritage Investors Management Corp.
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Heritage Investors Management Corp.
from 13F filings
Historical chart of Heritage Investors Management Corp. investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Heritage Investors Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 271k | 66.32 |
| 2025-06-30 | $19M | 267k | 70.75 |
| 2025-03-31 | $20M | 275k | 71.61 |
| 2024-12-31 | $17M | 278k | 62.26 |
| 2024-09-30 | $19M | 262k | 71.86 |
| 2024-06-30 | $17M | 272k | 63.65 |
| 2024-03-31 | $17M | 276k | 61.18 |
| 2023-12-31 | $16M | 275k | 58.93 |
| 2023-09-30 | $15M | 273k | 55.98 |
| 2023-06-30 | $16M | 272k | 60.22 |
| 2023-03-31 | $17M | 272k | 62.03 |
| 2022-12-31 | $17M | 273k | 63.61 |
| 2022-09-30 | $15M | 272k | 56.02 |
| 2022-06-30 | $18M | 281k | 62.91 |
| 2022-03-31 | $18M | 291k | 62.00 |
| 2021-12-31 | $18M | 295k | 59.21 |
| 2021-09-30 | $16M | 299k | 52.47 |
| 2021-06-30 | $16M | 300k | 54.11 |
| 2021-03-31 | $16M | 302k | 52.71 |
| 2020-12-31 | $16M | 288k | 54.84 |
| 2020-09-30 | $14M | 284k | 49.37 |
| 2020-06-30 | $13M | 282k | 44.68 |
| 2020-03-31 | $12M | 277k | 44.25 |
| 2019-12-31 | $16M | 285k | 55.35 |
| 2019-09-30 | $16M | 289k | 54.44 |
| 2019-06-30 | $15M | 299k | 50.92 |
| 2019-03-31 | $15M | 319k | 46.86 |
| 2018-12-31 | $16M | 332k | 47.35 |
| 2018-09-30 | $16M | 337k | 46.19 |
| 2018-06-30 | $15M | 337k | 43.86 |
| 2018-03-31 | $14M | 329k | 43.43 |
| 2017-12-31 | $15M | 336k | 45.88 |
| 2017-09-30 | $15M | 335k | 45.01 |
| 2017-06-30 | $15M | 337k | 44.85 |
| 2017-03-31 | $14M | 340k | 42.44 |
| 2016-12-31 | $14M | 342k | 41.46 |
| 2016-09-30 | $14M | 340k | 42.32 |
| 2016-06-30 | $15M | 339k | 45.33 |
| 2016-03-31 | $16M | 344k | 46.39 |
| 2015-12-31 | $15M | 350k | 42.96 |
| 2015-09-30 | $14M | 354k | 40.12 |
| 2015-06-30 | $14M | 350k | 39.23 |
| 2015-03-31 | $14M | 345k | 40.55 |
| 2014-12-31 | $14M | 342k | 42.22 |
| 2014-09-30 | $14M | 330k | 42.66 |
| 2014-06-30 | $14M | 328k | 42.36 |
| 2014-03-31 | $13M | 326k | 38.66 |
| 2013-12-31 | $13M | 313k | 41.31 |
| 2013-09-30 | $11M | 301k | 37.88 |
| 2013-06-30 | $12M | 292k | 40.11 |
| 2013-03-31 | $12M | 284k | 40.44 |
| 2012-12-31 | $10M | 275k | 36.25 |
| 2012-09-30 | $9.3M | 246k | 37.93 |
| 2012-06-30 | $9.4M | 120k | 78.19 |
| 2012-03-31 | $9.0M | 121k | 74.01 |
| 2011-12-31 | $8.6M | 123k | 69.97 |
| 2011-09-30 | $8.4M | 124k | 67.56 |
| 2011-06-30 | $8.6M | 127k | 67.29 |
| 2011-03-31 | $8.5M | 128k | 66.34 |
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