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Coca-Cola Company shares owned by Monterey Private Wealth

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Monterey Private Wealth from 13F filings

Historical chart of Monterey Private Wealth investment in Coca-Cola Company

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All positions including Coca-Cola Company held by Monterey Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $218k 3.0k 71.62
2024-12-31 $248k 4.0k 62.27
2024-09-30 $241k 3.4k 71.85
2024-06-30 $213k 3.3k 63.66