Coca-Cola Company shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Live Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Coca-Cola Company by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $516k | 7.8k | 66.32 |
| 2025-06-30 | $480k | 6.8k | 70.75 |
| 2025-03-31 | $546k | 7.6k | 71.62 |
| 2024-12-31 | $424k | 6.8k | 62.26 |
| 2024-09-30 | $546k | 7.6k | 71.86 |
| 2024-06-30 | $4.9M | 77k | 63.65 |
| 2024-03-31 | $4.7M | 77k | 61.18 |
| 2023-12-31 | $4.5M | 77k | 58.93 |
| 2023-09-30 | $4.4M | 79k | 55.98 |
| 2023-06-30 | $4.8M | 79k | 60.22 |
| 2023-03-31 | $6.8M | 109k | 62.03 |
| 2022-12-31 | $7.0M | 110k | 63.61 |
| 2022-09-30 | $6.1M | 109k | 56.02 |
| 2022-06-30 | $6.9M | 110k | 62.91 |
| 2022-03-31 | $6.6M | 107k | 62.00 |
| 2021-12-31 | $6.1M | 104k | 59.21 |
| 2021-09-30 | $5.3M | 101k | 52.47 |
| 2021-06-30 | $5.2M | 96k | 54.12 |
| 2021-03-31 | $4.9M | 92k | 52.71 |
| 2020-12-31 | $5.6M | 102k | 54.84 |
| 2020-09-30 | $4.8M | 98k | 49.38 |
| 2020-06-30 | $4.4M | 99k | 44.68 |
| 2020-03-31 | $1.1M | 25k | 44.25 |