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Coca-Cola Company shares owned by Lummis Asset Management

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Lummis Asset Management from 13F filings

Historical chart of Lummis Asset Management investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Coca-Cola Company by Lummis Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 23k 66.32
2025-06-30 $1.6M 23k 70.60
2025-03-31 $1.7M 23k 71.96
2024-12-31 $914k 15k 62.26
2024-09-30 $1.1M 15k 71.86
2024-06-30 $946k 15k 63.65
2024-03-31 $899k 15k 61.18
2023-12-31 $1.4M 23k 58.93