Coca-Cola Company shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Coca-Cola Company by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 29k | 66.32 |
| 2025-06-30 | $2.0M | 29k | 70.75 |
| 2025-03-31 | $2.0M | 28k | 71.62 |
| 2024-12-31 | $1.8M | 29k | 62.26 |
| 2024-09-30 | $2.0M | 29k | 71.86 |
| 2024-06-30 | $1.8M | 29k | 63.65 |
| 2024-03-31 | $1.8M | 30k | 61.18 |
| 2023-12-31 | $1.8M | 31k | 58.93 |
| 2023-09-30 | $1.8M | 33k | 55.98 |
| 2023-06-30 | $2.2M | 36k | 60.22 |
| 2023-03-31 | $2.5M | 41k | 62.03 |
| 2022-12-31 | $2.6M | 41k | 63.61 |
| 2022-09-30 | $2.3M | 41k | 56.02 |
| 2022-06-30 | $2.5M | 40k | 62.90 |
| 2022-03-31 | $2.4M | 39k | 62.00 |
| 2021-12-31 | $2.3M | 38k | 59.20 |
| 2021-09-30 | $2.1M | 39k | 52.46 |
| 2021-06-30 | $2.0M | 37k | 54.10 |
| 2021-03-31 | $1.8M | 35k | 52.70 |
| 2020-12-31 | $1.9M | 34k | 54.85 |
| 2020-09-30 | $1.7M | 35k | 49.36 |
| 2020-06-30 | $1.5M | 34k | 44.68 |
| 2020-03-31 | $1.5M | 34k | 44.26 |
| 2019-12-31 | $1.5M | 27k | 55.35 |
| 2019-09-30 | $1.4M | 26k | 54.46 |
| 2019-06-30 | $1.3M | 26k | 50.94 |
| 2019-03-31 | $1.2M | 26k | 46.87 |
| 2018-12-31 | $1.3M | 26k | 47.37 |
| 2018-09-30 | $1.3M | 28k | 46.19 |
| 2018-06-30 | $1.2M | 28k | 43.86 |
| 2018-03-31 | $1.3M | 29k | 43.45 |
| 2017-12-31 | $1.3M | 29k | 45.89 |
| 2017-09-30 | $1.3M | 29k | 45.00 |
| 2017-06-30 | $1.7M | 37k | 44.86 |
| 2017-03-31 | $2.6M | 60k | 42.44 |
| 2016-12-31 | $2.5M | 61k | 41.45 |
| 2016-09-30 | $2.6M | 62k | 42.31 |
| 2016-06-30 | $2.6M | 58k | 45.33 |
| 2016-03-31 | $2.8M | 61k | 46.40 |
| 2015-12-31 | $3.2M | 75k | 42.95 |
| 2015-09-30 | $3.1M | 77k | 40.12 |
| 2015-06-30 | $3.0M | 77k | 39.23 |
| 2015-03-31 | $2.9M | 71k | 40.55 |
| 2014-12-31 | $3.1M | 73k | 42.22 |
| 2014-09-30 | $3.5M | 82k | 42.66 |
| 2014-06-30 | $3.7M | 87k | 42.36 |
| 2014-03-31 | $3.3M | 86k | 38.66 |
More positions owned by Mark Sheptoff Financial Planning
View all positions for Mark Sheptoff Financial Planning