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Coca-Cola Company shares owned by Intrepid Financial Planning Group

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Intrepid Financial Planning Group from 13F filings

Historical chart of Intrepid Financial Planning Group investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by Intrepid Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by Intrepid Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $222k 2.9k 76.06
2025-12-31 $204k 2.9k 69.92
2025-09-30 $210k 3.2k 66.32
2025-06-30 $224k 3.2k 70.75
2025-03-31 $227k 3.2k 71.62
2024-09-30 $227k 3.2k 71.87
2024-06-30 $201k 3.2k 63.65

More positions owned by Intrepid Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ab Active Etfs Disruptors Etf (FWD)
Apple (AAPL)
Ab Active Etfs Us Low Volatil (LOWV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Calamos Etf Tr Autocallable Inc (CAIE)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Palantir Technologies Cl A (PLTR)
JPMorgan Chase & Co. (JPM)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Select Sector Spdr Tr State Street Ind (XLI)

View all positions for Intrepid Financial Planning Group

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Charles Schwab Investment Management
Bank of America Corporation
Franklin Resources
Northern Trust
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding Coca-Cola Company