Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

Coca-Cola Company shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $267k 4.5k 58.93
2023-09-30 $253k 4.5k 55.98
2023-06-30 $272k 4.5k 60.22
2023-03-31 $281k 4.5k 62.03
2022-12-31 $288k 4.5k 63.61
2022-09-30 $253k 4.5k 55.95
2022-06-30 $284k 4.5k 62.80
2022-03-31 $280k 4.5k 61.92
2021-12-31 $268k 4.5k 59.27
2021-09-30 $237k 4.5k 52.41
2021-06-30 $291k 5.4k 54.17
2021-03-31 $283k 5.4k 52.68
2020-12-31 $302k 5.5k 54.83
2020-09-30 $231k 4.7k 49.44
2019-12-31 $212k 3.8k 55.47
2019-09-30 $208k 3.8k 54.42
2018-03-31 $284k 6.5k 43.38
2017-12-31 $300k 6.5k 45.82
2017-09-30 $295k 6.5k 45.06
2017-06-30 $294k 6.5k 44.91
2017-03-31 $322k 7.6k 42.39
2016-12-31 $342k 8.2k 41.47
2016-09-30 $349k 8.2k 42.32
2016-06-30 $353k 7.8k 45.27
2016-03-31 $362k 7.8k 46.43
2015-12-31 $237k 5.5k 42.92
2015-09-30 $222k 5.5k 40.20
2015-06-30 $217k 5.5k 39.30
2015-03-31 $224k 5.5k 40.57
2014-12-31 $233k 5.5k 42.19
2014-09-30 $236k 5.5k 42.74
2014-06-30 $221k 5.2k 42.32
2014-03-31 $188k 4.9k 38.59
2013-12-31 $201k 4.9k 41.26

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core High Dv Etf (HDV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
Jpmorgan Chase & Co
Charles Schwab Investment Management
Norges Bank Investment Management
T. Rowe Price Associates
Legal & General Group
Bank of New York Mellon
Bank of America Corporation
Royal Bank of Canada
Wellington Management Company
UBS Group
Ubs Global Asset Management Americas
Alliancebernstein
Goldman Sachs Group

View all funds holding Coca-Cola Company