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Coca-Cola Company shares owned by Investment Planning Advisors

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Investment Planning Advisors from 13F filings

Historical chart of Investment Planning Advisors investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Coca-Cola Company by Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $250k 3.6k 69.91
2025-09-30 $221k 3.3k 66.31
2025-06-30 $236k 3.3k 70.75
2025-03-31 $239k 3.3k 71.62
2024-12-31 $201k 3.2k 62.26
2024-09-30 $205k 3.2k 63.66
2024-06-30 $205k 3.2k 63.66