LLBH Private Wealth Management »

Coca-Cola Company shares owned by LLBH Private Wealth Management

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by LLBH Private Wealth Management from 13F filings

Historical chart of LLBH Private Wealth Management investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by LLBH Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Coca-Cola Company by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 38k 66.32
2025-06-30 $2.8M 39k 70.75
2025-03-31 $1.9M 27k 71.62
2024-12-31 $1.7M 27k 62.26
2024-09-30 $1.9M 27k 71.86
2024-06-30 $1.7M 27k 63.65
2024-03-31 $1.6M 27k 61.18
2023-12-31 $1.6M 27k 58.93
2023-09-30 $1.5M 27k 55.98
2023-06-30 $1.6M 26k 62.03
2023-03-31 $1.6M 26k 62.03
2022-12-31 $1.7M 27k 63.61
2022-09-30 $2.0M 36k 56.01
2022-06-30 $2.3M 36k 62.91
2022-03-31 $1.9M 31k 62.01
2021-12-31 $1.8M 31k 59.22
2021-09-30 $1.6M 31k 52.46
2021-06-30 $1.7M 31k 54.10
2021-03-31 $1.6M 30k 52.71
2020-12-31 $1.2M 21k 54.83
2020-09-30 $1.3M 27k 49.37
2020-06-30 $1.1M 24k 44.68
2020-03-31 $1.1M 24k 44.24
2019-12-31 $1.3M 24k 55.33
2019-09-30 $1.3M 24k 54.43
2019-06-30 $1.2k 1.3k 0.96
2019-03-31 $1.1M 24k 46.84
2018-12-31 $1.1M 24k 47.37
2018-09-30 $1.1M 24k 46.20
2018-06-30 $1.0M 24k 43.87
2018-03-31 $1.0M 23k 43.44
2017-12-31 $1.2M 26k 45.56
2017-09-30 $1.2M 28k 45.00
2017-06-30 $1.2M 28k 44.85
2017-03-31 $1.2M 28k 42.45
2016-12-31 $1.2M 29k 41.46
2016-09-30 $1.2M 29k 42.31
2016-06-30 $1.3M 29k 45.31
2016-03-31 $1.3M 29k 46.40
2015-12-31 $1.6M 37k 42.97

More positions owned by LLBH Private Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Lionsgate Studios Corp (LION)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)

View all positions for LLBH Private Wealth Management

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
FMR
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Franklin Resources
Wellington Management Company
UBS Group
Legal & General Group
Ubs Global Asset Management Americas

View all funds holding Coca-Cola Company