Coca-Cola Company shares owned by Holistic Planning
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Coca-Cola Company
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All positions including Coca-Cola Company held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Coca-Cola Company by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $531k | 8.0k | 66.32 |
| 2025-06-30 | $564k | 8.0k | 70.75 |
| 2025-03-31 | $356k | 5.0k | 71.61 |
| 2024-12-31 | $360k | 5.8k | 62.26 |
| 2024-09-30 | $410k | 5.7k | 71.86 |
| 2024-06-30 | $320k | 5.2k | 61.18 |
| 2024-03-31 | $320k | 5.2k | 61.18 |