Coca-Cola Company shares owned by Lake Street Financial
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in Coca-Cola Company
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All positions including Coca-Cola Company held by Lake Street Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Coca-Cola Company by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $622k | 9.4k | 66.32 |
| 2025-06-30 | $589k | 8.3k | 70.75 |
| 2025-03-31 | $280k | 3.9k | 71.62 |
| 2024-12-31 | $340k | 5.5k | 62.26 |
| 2024-09-30 | $473k | 6.6k | 71.87 |
| 2024-06-30 | $830k | 13k | 63.65 |
| 2024-03-31 | $857k | 14k | 61.18 |
| 2023-12-31 | $975k | 17k | 58.93 |
| 2023-09-30 | $1.5M | 27k | 55.85 |
| 2023-06-30 | $1.5M | 24k | 60.22 |
| 2023-03-31 | $1.5M | 24k | 62.03 |
| 2022-12-31 | $1.4M | 22k | 63.63 |
| 2022-09-30 | $774k | 14k | 56.03 |
| 2022-06-30 | $809k | 13k | 62.92 |
| 2022-03-31 | $759k | 12k | 61.98 |
| 2021-12-31 | $678k | 11k | 59.24 |
| 2021-09-30 | $421k | 8.0k | 52.51 |
| 2021-06-30 | $397k | 7.4k | 53.97 |
| 2021-03-31 | $388k | 7.4k | 52.75 |
| 2020-12-31 | $537k | 9.8k | 54.81 |
| 2020-09-30 | $469k | 9.5k | 49.39 |
| 2020-06-30 | $424k | 9.5k | 44.65 |
| 2020-03-31 | $414k | 9.4k | 44.26 |
| 2019-12-31 | $537k | 9.7k | 55.34 |
| 2019-09-30 | $363k | 6.7k | 54.41 |
| 2019-06-30 | $338k | 6.6k | 50.95 |