Coca-Cola Company shares owned by LPL Financial
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Coca-Cola Company
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All positions including Coca-Cola Company held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Coca-Cola Company by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $298M | 4.1M | 71.86 |
| 2024-06-30 | $247M | 3.9M | 63.65 |
| 2024-03-31 | $219M | 3.6M | 61.18 |
| 2023-09-30 | $173M | 3.1M | 55.98 |
| 2023-06-30 | $177M | 2.9M | 60.22 |
| 2023-03-31 | $174M | 2.8M | 62.03 |
| 2022-12-31 | $147M | 2.3M | 63.61 |
| 2022-09-30 | $130M | 2.3M | 56.02 |
| 2022-06-30 | $137M | 2.2M | 62.91 |
| 2022-03-31 | $121M | 1.9M | 62.00 |
| 2021-12-31 | $116M | 2.0M | 59.21 |
| 2021-09-30 | $101M | 1.9M | 52.47 |
| 2021-06-30 | $98M | 1.8M | 54.11 |
| 2021-03-31 | $95M | 1.8M | 52.71 |
| 2020-12-31 | $94M | 1.7M | 54.84 |
| 2020-09-30 | $83M | 1.7M | 49.37 |
| 2020-06-30 | $75M | 1.7M | 44.68 |
| 2020-03-31 | $74M | 1.7M | 44.25 |
| 2019-12-31 | $92M | 1.7M | 55.35 |
| 2019-09-30 | $86M | 1.6M | 54.44 |
| 2019-06-30 | $83M | 1.6M | 50.92 |
| 2019-03-31 | $69M | 1.5M | 46.86 |
| 2018-12-31 | $71M | 1.5M | 47.35 |
| 2018-09-30 | $68M | 1.5M | 46.19 |
| 2018-06-30 | $66M | 1.5M | 43.86 |
| 2018-03-31 | $70M | 1.6M | 43.43 |
| 2017-12-31 | $59M | 1.3M | 45.88 |
| 2017-09-30 | $51M | 1.1M | 45.01 |
| 2017-06-30 | $50M | 1.1M | 44.85 |
| 2017-03-31 | $3.7M | 88k | 42.42 |
| 2016-12-31 | $3.7M | 88k | 41.70 |
| 2016-09-30 | $3.4M | 81k | 41.92 |
| 2016-06-30 | $1.6M | 35k | 45.28 |
| 2016-03-31 | $77M | 1.6M | 46.53 |
| 2015-12-31 | $70M | 1.7M | 42.55 |
| 2015-09-30 | $35M | 842k | 41.00 |
| 2015-06-30 | $34M | 850k | 39.42 |
| 2015-03-31 | $33M | 820k | 40.68 |
| 2014-12-31 | $40M | 944k | 42.22 |
| 2014-09-30 | $41M | 957k | 42.74 |
| 2014-06-30 | $40M | 953k | 42.36 |
| 2014-03-31 | $35M | 916k | 38.66 |
| 2013-12-31 | $49M | 1.2M | 41.31 |
| 2013-09-30 | $44M | 1.2M | 37.91 |
| 2013-06-30 | $44M | 1.1M | 40.11 |
| 2012-12-31 | $30M | 805k | 37.60 |
| 2012-09-30 | $27M | 708k | 37.93 |
| 2011-12-31 | $19M | 270k | 69.97 |
| 2011-09-30 | $17M | 258k | 67.56 |
| 2011-03-31 | $1.7M | 25k | 66.34 |