Coca-Cola Company shares owned by JGP Wealth Management
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by JGP Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Coca-Cola Company by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 23k | 66.10 |
| 2025-06-30 | $1.6M | 22k | 70.75 |
| 2025-03-31 | $1.6M | 22k | 71.62 |
| 2024-12-31 | $1.4M | 23k | 62.26 |
| 2024-09-30 | $1.6M | 23k | 71.86 |
| 2024-06-30 | $1.5M | 23k | 63.65 |
| 2024-03-31 | $1.4M | 23k | 61.18 |
| 2023-12-31 | $950k | 16k | 58.93 |
| 2023-09-30 | $889k | 16k | 55.98 |
| 2023-06-30 | $836k | 14k | 60.22 |
| 2023-03-31 | $876k | 14k | 62.03 |
| 2022-12-31 | $882k | 14k | 63.61 |
| 2022-09-30 | $756k | 14k | 54.52 |
| 2022-06-30 | $945k | 15k | 63.43 |
| 2022-03-31 | $951k | 15k | 63.85 |
| 2021-12-31 | $1.6M | 27k | 60.79 |
| 2021-09-30 | $1.4M | 27k | 52.48 |
| 2021-06-30 | $1.4M | 26k | 54.11 |
| 2021-03-31 | $6.3M | 119k | 52.71 |
| 2020-12-31 | $5.6M | 114k | 49.01 |
| 2020-09-30 | $5.6M | 113k | 49.56 |
| 2020-06-30 | $5.1M | 112k | 45.07 |
| 2020-03-31 | $5.4M | 114k | 47.82 |
| 2019-12-31 | $6.7M | 123k | 54.67 |
| 2019-09-30 | $6.1M | 115k | 53.08 |
| 2019-06-30 | $5.8M | 115k | 50.92 |
| 2019-03-31 | $5.3M | 112k | 46.86 |
| 2018-12-31 | $4.8M | 102k | 47.35 |
| 2018-09-30 | $4.6M | 100k | 46.20 |
| 2018-06-30 | $4.4M | 101k | 43.86 |