Coca-Cola Company shares owned by Herold Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $430k | 6.5k | 66.34 |
| 2025-06-30 | $550k | 7.8k | 70.75 |
| 2025-03-31 | $511k | 7.1k | 71.64 |
| 2024-12-31 | $467k | 7.5k | 62.28 |
| 2024-09-30 | $523k | 7.3k | 71.87 |
| 2024-06-30 | $465k | 7.3k | 63.66 |
| 2024-03-31 | $446k | 7.3k | 61.19 |
| 2023-12-31 | $378k | 6.4k | 58.94 |
| 2023-09-30 | $392k | 7.0k | 55.98 |
| 2023-06-30 | $430k | 7.1k | 60.22 |
| 2023-03-31 | $506k | 8.2k | 62.03 |
| 2022-12-31 | $479k | 7.5k | 63.61 |
| 2022-09-30 | $403k | 7.2k | 56.02 |
| 2022-06-30 | $451k | 7.2k | 62.78 |
| 2022-03-31 | $445k | 7.2k | 62.00 |
| 2021-12-31 | $395k | 6.7k | 59.15 |
| 2021-09-30 | $381k | 7.3k | 52.44 |