Coca-Cola Company shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 28k | 71.86 |
| 2024-06-30 | $1.6M | 25k | 63.65 |
| 2024-03-31 | $1.5M | 25k | 61.18 |
| 2023-12-31 | $1.4M | 25k | 58.93 |
| 2023-09-30 | $1.4M | 25k | 55.98 |
| 2023-06-30 | $1.5M | 24k | 60.22 |
| 2023-03-31 | $1.5M | 24k | 62.03 |
| 2022-12-31 | $774k | 12k | 63.61 |
| 2022-09-30 | $806k | 14k | 56.03 |
| 2022-06-30 | $943k | 15k | 62.94 |
| 2022-03-31 | $921k | 15k | 62.02 |
| 2021-12-31 | $1.4M | 23k | 59.22 |
| 2021-09-30 | $1.2M | 24k | 52.47 |
| 2021-06-30 | $940k | 17k | 54.13 |
| 2021-03-31 | $895k | 17k | 52.70 |
| 2020-12-31 | $931k | 17k | 54.82 |
| 2020-09-30 | $833k | 17k | 49.37 |
| 2020-06-30 | $753k | 17k | 44.65 |
| 2020-03-31 | $781k | 18k | 44.24 |
| 2019-12-31 | $942k | 17k | 55.37 |
| 2019-09-30 | $911k | 17k | 54.47 |
| 2019-06-30 | $823k | 16k | 50.90 |
| 2019-03-31 | $758k | 16k | 46.89 |
| 2018-12-31 | $765k | 16k | 47.32 |
| 2018-09-30 | $755k | 16k | 46.19 |
| 2018-06-30 | $717k | 16k | 43.83 |
| 2018-03-31 | $707k | 16k | 43.46 |
| 2017-12-31 | $760k | 17k | 45.87 |
| 2017-09-30 | $740k | 16k | 44.99 |
| 2017-06-30 | $764k | 17k | 44.82 |
| 2017-03-31 | $707k | 17k | 41.49 |
| 2016-12-31 | $707k | 17k | 41.49 |
| 2016-09-30 | $721k | 17k | 42.32 |
| 2016-06-30 | $772k | 17k | 45.32 |
| 2016-03-31 | $792k | 17k | 46.42 |
| 2015-12-31 | $732k | 17k | 42.98 |
| 2015-09-30 | $683k | 17k | 40.12 |
| 2015-06-30 | $683k | 17k | 39.20 |
| 2015-03-31 | $752k | 19k | 40.55 |
| 2014-12-31 | $783k | 19k | 42.22 |
| 2014-09-30 | $753k | 18k | 42.68 |
| 2014-06-30 | $747k | 18k | 42.34 |
| 2014-03-31 | $689k | 18k | 38.66 |
| 2013-12-31 | $729k | 18k | 41.33 |
| 2013-09-30 | $680k | 18k | 37.87 |
| 2013-06-30 | $696k | 17k | 40.11 |
| 2013-03-31 | $702k | 17k | 40.44 |
| 2012-12-31 | $597M | 17k | 36249.57 |