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
Download as csvQuarterly 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 |
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