Coca-Cola Company shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $380k | 5.7k | 66.32 |
| 2025-06-30 | $405k | 5.7k | 70.75 |
| 2025-03-31 | $410k | 5.7k | 71.62 |
| 2024-12-31 | $328k | 5.3k | 62.26 |
| 2024-09-30 | $379k | 5.3k | 71.86 |
| 2024-06-30 | $336k | 5.3k | 63.65 |
| 2024-03-31 | $384k | 6.3k | 61.18 |
| 2023-12-31 | $311k | 5.3k | 58.93 |
| 2023-09-30 | $295k | 5.3k | 55.98 |
| 2023-06-30 | $371k | 6.2k | 60.22 |
| 2023-03-31 | $474k | 7.6k | 62.03 |
| 2022-12-31 | $462k | 7.3k | 63.61 |
| 2022-09-30 | $392k | 7.0k | 56.08 |
| 2022-06-30 | $439k | 6.9k | 63.35 |
| 2022-03-31 | $411k | 6.6k | 62.37 |
| 2021-12-31 | $436k | 7.4k | 59.16 |
| 2021-09-30 | $408k | 7.7k | 52.93 |
| 2021-06-30 | $420k | 7.7k | 54.49 |
| 2021-03-31 | $390k | 7.3k | 53.13 |
| 2020-12-31 | $411k | 7.5k | 54.87 |
| 2020-09-30 | $368k | 7.4k | 49.73 |
| 2020-06-30 | $337k | 7.5k | 45.03 |
| 2020-03-31 | $273k | 6.1k | 44.75 |
| 2019-12-31 | $410k | 7.4k | 55.41 |
| 2019-09-30 | $406k | 7.4k | 54.86 |
| 2019-06-30 | $380k | 7.4k | 51.35 |
| 2019-03-31 | $373k | 7.9k | 47.22 |
| 2018-12-31 | $374k | 7.9k | 47.34 |
| 2018-09-30 | $368k | 7.9k | 46.58 |
| 2018-06-30 | $350k | 7.9k | 44.30 |
| 2018-03-31 | $346k | 7.9k | 43.80 |
| 2017-12-31 | $362k | 7.9k | 45.82 |
| 2017-09-30 | $359k | 7.9k | 45.44 |
| 2017-06-30 | $359k | 8.0k | 45.16 |
| 2017-03-31 | $338k | 7.9k | 42.78 |
| 2016-12-31 | $328k | 7.9k | 41.52 |