Coca-Cola Company shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Holistic Financial Partners 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 Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $330k | 4.6k | 71.86 |
| 2024-06-30 | $226k | 3.6k | 63.65 |
| 2024-03-31 | $269k | 4.4k | 61.18 |
| 2023-12-31 | $229k | 3.9k | 58.93 |
| 2023-09-30 | $406k | 7.2k | 55.98 |
| 2023-06-30 | $431k | 7.2k | 60.22 |
| 2023-03-31 | $474k | 7.6k | 62.03 |
| 2022-12-31 | $521k | 8.2k | 63.61 |
| 2022-09-30 | $465k | 8.3k | 55.96 |
| 2022-06-30 | $508k | 8.1k | 62.86 |
| 2022-03-31 | $507k | 8.2k | 61.97 |
| 2021-12-31 | $546k | 9.2k | 59.26 |
| 2021-09-30 | $473k | 9.0k | 52.50 |
| 2021-06-30 | $451k | 8.3k | 54.15 |
| 2021-03-31 | $440k | 8.3k | 52.76 |
| 2020-12-31 | $456k | 8.3k | 54.79 |
| 2020-09-30 | $376k | 7.6k | 49.26 |
| 2020-06-30 | $337k | 7.6k | 44.64 |
| 2020-03-31 | $355k | 8.0k | 44.19 |
| 2019-12-31 | $486k | 8.8k | 55.38 |
| 2019-09-30 | $425k | 7.8k | 54.40 |
| 2019-06-30 | $393k | 7.7k | 50.91 |
| 2019-03-31 | $358k | 7.6k | 46.83 |
| 2018-12-31 | $310k | 6.5k | 47.42 |
| 2018-09-30 | $285k | 6.2k | 46.21 |
| 2018-03-31 | $267k | 6.1k | 43.45 |
| 2017-12-31 | $281k | 6.1k | 45.95 |
More positions owned by Holistic Financial Partners
View all positions for Holistic Financial Partners