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Coca-Cola Company shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.0k 62 80.92

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Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
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Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
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Ishares Tr Rus Md Cp Gr Etf (IWP)
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Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Coca-Cola Company

Berkshire Hathaway
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Charles Schwab Investment Management
Bank of America Corporation
Franklin Resources
Northern Trust
Ubs Global Asset Management Americas
Goldman Sachs Group
Bank of New York Mellon

View all funds holding Coca-Cola Company