Coca-Cola Company shares owned by Lee Financial
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 30k | 66.72 |
| 2025-06-30 | $2.0M | 28k | 71.15 |
| 2025-03-31 | $1.9M | 27k | 72.01 |
| 2024-12-31 | $1.8M | 29k | 62.26 |
| 2024-09-30 | $2.1M | 30k | 72.26 |
| 2024-06-30 | $1.7M | 27k | 64.03 |
| 2024-03-31 | $1.5M | 24k | 61.26 |
| 2023-12-31 | $1.3M | 22k | 58.93 |
| 2023-09-30 | $1.3M | 22k | 56.45 |
| 2023-06-30 | $1.3M | 21k | 60.68 |
| 2023-03-31 | $887k | 14k | 62.48 |
| 2022-12-31 | $413k | 6.5k | 63.61 |
| 2022-09-30 | $364k | 6.5k | 56.05 |
| 2022-06-30 | $375k | 6.0k | 62.93 |
| 2022-03-31 | $360k | 5.8k | 61.68 |
| 2021-12-31 | $390k | 6.5k | 59.81 |
| 2021-09-30 | $246k | 4.6k | 53.06 |
| 2021-06-30 | $239k | 4.4k | 54.02 |
| 2021-03-31 | $229k | 4.3k | 52.66 |
| 2020-12-31 | $51k | 934 | 54.60 |
| 2020-09-30 | $46k | 934 | 49.25 |
| 2020-06-30 | $60k | 1.3k | 44.64 |
| 2020-03-31 | $33k | 744 | 44.35 |
| 2019-12-31 | $41k | 744 | 55.11 |
| 2019-09-30 | $51k | 944 | 54.03 |
| 2019-06-30 | $68k | 1.3k | 50.60 |
| 2019-03-31 | $44k | 934 | 47.11 |
| 2018-12-31 | $48k | 1.0k | 47.52 |
| 2018-09-30 | $47k | 1.0k | 46.53 |
| 2018-06-30 | $174k | 4.0k | 43.72 |
| 2018-03-31 | $163k | 3.8k | 43.47 |
| 2017-12-31 | $36k | 775 | 46.45 |
| 2017-09-30 | $35k | 775 | 45.16 |
| 2017-06-30 | $35k | 775 | 45.16 |
| 2017-03-31 | $33k | 775 | 42.58 |
| 2016-12-31 | $32k | 775 | 41.29 |