Coca-Cola Company shares owned by Lakeshore Financial Planning
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Lakeshore Financial Planning
from 13F filings
Historical chart of Lakeshore Financial Planning investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Coca-Cola Company by Lakeshore Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $743k | 11k | 69.91 |
| 2025-09-30 | $725k | 11k | 66.34 |
| 2025-06-30 | $801k | 11k | 70.75 |
| 2025-03-31 | $838k | 12k | 71.63 |
| 2024-12-31 | $741k | 12k | 62.27 |
| 2024-09-30 | $861k | 12k | 71.88 |
| 2024-06-30 | $753k | 12k | 63.66 |
| 2024-03-31 | $726k | 12k | 61.19 |
| 2023-09-30 | $691k | 12k | 55.98 |
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