Coca-Cola Company shares owned by Heritage Trust
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 32k | 66.32 |
| 2025-06-30 | $2.3M | 33k | 70.75 |
| 2025-03-31 | $2.5M | 35k | 71.62 |
| 2024-12-31 | $2.3M | 37k | 62.26 |
| 2024-06-30 | $2.6M | 41k | 63.65 |
| 2024-03-31 | $2.5M | 41k | 61.18 |
| 2023-12-31 | $2.5M | 42k | 58.93 |
| 2023-09-30 | $2.4M | 42k | 55.98 |
| 2023-06-30 | $2.6M | 43k | 60.22 |
| 2023-03-31 | $2.6M | 43k | 62.03 |
| 2022-12-31 | $2.7M | 43k | 63.61 |
| 2022-09-30 | $2.2M | 39k | 56.02 |
| 2022-06-30 | $2.5M | 39k | 62.91 |
| 2022-03-31 | $2.5M | 40k | 61.96 |
| 2021-12-31 | $4.4M | 74k | 59.26 |
| 2021-09-30 | $3.9M | 75k | 52.51 |
| 2021-06-30 | $4.1M | 76k | 54.09 |
| 2021-03-31 | $4.3M | 82k | 52.75 |
| 2020-12-31 | $4.5M | 83k | 54.80 |
| 2020-09-30 | $4.1M | 83k | 49.35 |
| 2020-06-30 | $3.6M | 81k | 44.71 |
| 2020-03-31 | $3.4M | 77k | 44.29 |
| 2019-12-31 | $4.3M | 78k | 55.39 |
| 2019-09-30 | $4.3M | 79k | 54.44 |
| 2019-06-30 | $4.1M | 80k | 50.92 |
| 2019-03-31 | $3.8M | 82k | 46.85 |
| 2018-12-31 | $2.5M | 53k | 47.35 |
| 2018-09-30 | $2.3M | 50k | 46.19 |
| 2018-06-30 | $2.5M | 56k | 43.86 |
| 2018-03-31 | $2.7M | 63k | 43.44 |
| 2017-12-31 | $3.4M | 74k | 45.88 |
| 2017-09-30 | $5.8M | 128k | 45.00 |
| 2017-06-30 | $6.6M | 148k | 44.84 |
| 2017-03-31 | $6.9M | 163k | 42.43 |