Coca-Cola Company shares owned by Instrumental Wealth
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Instrumental Wealth
from 13F filings
Historical chart of Instrumental Wealth investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Instrumental Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $353k | 5.1k | 68.98 |
| 2025-06-30 | $355k | 5.1k | 69.36 |
| 2025-03-31 | $348k | 4.8k | 71.90 |
| 2024-12-31 | $339k | 4.7k | 71.36 |
| 2024-09-30 | $334k | 4.7k | 70.34 |
| 2024-06-30 | $307k | 4.6k | 66.07 |
| 2024-03-31 | $284k | 4.6k | 61.82 |
| 2023-12-31 | $263k | 4.5k | 58.92 |
| 2023-09-30 | $246k | 4.5k | 54.07 |
| 2023-06-30 | $257k | 4.3k | 59.83 |
| 2023-03-31 | $278k | 4.4k | 63.65 |