Coca-Cola Company shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $412k | 6.2k | 66.47 |
| 2025-06-30 | $433k | 6.1k | 70.75 |
| 2025-03-31 | $424k | 5.9k | 71.61 |
| 2024-12-31 | $355k | 5.7k | 62.25 |
| 2024-09-30 | $349k | 5.7k | 61.18 |
| 2024-06-30 | $363k | 5.7k | 63.65 |
| 2024-03-31 | $349k | 5.7k | 61.18 |
| 2023-12-31 | $446k | 7.6k | 58.93 |
| 2023-09-30 | $505k | 9.0k | 55.98 |
| 2023-06-30 | $317k | 5.3k | 60.22 |
| 2023-03-31 | $348k | 5.5k | 63.04 |
| 2022-12-31 | $399k | 6.3k | 63.61 |
| 2022-09-30 | $342k | 6.1k | 55.96 |
| 2022-06-30 | $432k | 6.9k | 62.96 |
| 2022-03-31 | $425k | 6.9k | 61.94 |
| 2021-12-31 | $398k | 6.7k | 59.12 |
| 2021-09-30 | $338k | 6.4k | 52.48 |
| 2021-06-30 | $339k | 6.3k | 54.21 |
| 2021-03-31 | $358k | 6.8k | 52.78 |
| 2020-12-31 | $318k | 5.8k | 54.92 |
More positions owned by Monticello Wealth Management
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