Coca-Cola Company shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $505k | 7.6k | 66.32 |
| 2025-06-30 | $544k | 7.7k | 70.75 |
| 2025-03-31 | $550k | 7.7k | 71.62 |
| 2024-12-31 | $483k | 7.7k | 62.83 |
| 2024-09-30 | $552k | 7.7k | 71.79 |
| 2024-06-30 | $489k | 7.7k | 63.65 |
| 2024-03-31 | $443k | 7.2k | 61.18 |
| 2023-09-30 | $419k | 7.5k | 55.98 |
| 2023-06-30 | $474k | 7.7k | 61.77 |
| 2023-03-31 | $478k | 7.6k | 63.15 |
| 2022-12-31 | $467k | 7.7k | 60.28 |
More positions owned by Kapstone Financial Advisors
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