Coca-Cola Company shares owned by Montag & Caldwell
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Montag & Caldwell
from 13F filings
Historical chart of Montag & Caldwell investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Montag & Caldwell
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $8.7M | 124k | 70.75 |
| 2025-03-31 | $8.8M | 124k | 71.62 |
| 2024-12-31 | $7.7M | 124k | 62.26 |
| 2024-09-30 | $13M | 180k | 71.86 |
| 2024-06-30 | $8.1M | 128k | 63.65 |
| 2024-03-31 | $8.8M | 144k | 61.18 |
| 2023-12-31 | $8.5M | 144k | 58.93 |
| 2023-09-30 | $8.0M | 144k | 55.98 |
| 2023-06-30 | $11M | 186k | 60.22 |
| 2023-03-31 | $13M | 206k | 62.03 |
| 2022-09-30 | $480k | 8.6k | 56.06 |
| 2022-06-30 | $527k | 8.4k | 62.96 |
| 2022-03-31 | $439k | 7.4k | 59.17 |
| 2021-12-31 | $439k | 7.4k | 59.17 |
| 2021-09-30 | $660k | 13k | 52.47 |
| 2021-06-30 | $681k | 13k | 54.14 |
| 2021-03-31 | $663k | 13k | 52.71 |
| 2020-12-31 | $581k | 11k | 54.82 |
| 2020-09-30 | $483k | 9.8k | 49.29 |
| 2020-06-30 | $317k | 7.1k | 44.65 |
| 2020-03-31 | $243k | 5.5k | 44.18 |
| 2019-12-31 | $347k | 6.3k | 55.34 |
| 2019-09-30 | $423k | 7.8k | 54.44 |
| 2019-06-30 | $396k | 7.8k | 50.97 |
| 2019-03-31 | $575k | 12k | 46.86 |
| 2018-12-31 | $581k | 12k | 47.35 |
| 2018-09-30 | $575k | 13k | 46.18 |
| 2018-06-30 | $941k | 22k | 43.87 |
| 2018-03-31 | $1.0M | 24k | 43.41 |
| 2017-12-31 | $1.0M | 23k | 45.88 |
| 2017-09-30 | $1.0M | 22k | 44.99 |
| 2017-06-30 | $1.0M | 23k | 44.86 |
| 2017-03-31 | $830k | 20k | 42.46 |
| 2016-12-31 | $1.0M | 25k | 41.45 |
| 2016-09-30 | $1.1M | 27k | 42.31 |
| 2016-06-30 | $772k | 17k | 45.31 |
| 2016-03-31 | $790k | 17k | 46.36 |
| 2015-12-31 | $732k | 17k | 42.96 |
| 2015-09-30 | $684k | 17k | 40.14 |
| 2015-06-30 | $668k | 17k | 39.20 |
| 2015-03-31 | $802k | 20k | 40.53 |
| 2014-12-31 | $924k | 22k | 42.21 |
| 2014-09-30 | $940k | 22k | 42.67 |
| 2014-06-30 | $933k | 22k | 42.35 |
| 2014-03-31 | $247M | 6.4M | 38.66 |
| 2013-12-31 | $435M | 11M | 41.31 |
| 2013-09-30 | $479M | 13M | 37.88 |
| 2013-06-30 | $537M | 13M | 40.11 |
| 2013-03-31 | $599M | 15M | 40.44 |
| 2012-12-31 | $548M | 15M | 36.25 |
| 2012-09-30 | $585M | 15M | 37.93 |
| 2012-06-30 | $605M | 7.7M | 78.19 |
| 2012-03-31 | $573M | 7.7M | 74.01 |
| 2011-12-31 | $552M | 7.9M | 69.97 |
| 2011-09-30 | $537M | 7.9M | 67.56 |
| 2011-06-30 | $548M | 8.1M | 67.29 |
| 2011-03-31 | $545M | 8.2M | 66.34 |