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
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Monterey Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |