Coca-Cola Company shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 44k | 66.69 |
| 2025-06-30 | $1.6M | 22k | 70.75 |
| 2025-03-31 | $1.9M | 27k | 71.62 |
| 2024-12-31 | $912k | 15k | 62.26 |
| 2024-09-30 | $727k | 10k | 71.86 |
| 2024-06-30 | $667k | 11k | 63.65 |
| 2024-03-31 | $767k | 13k | 61.18 |
| 2023-09-30 | $518k | 9.3k | 55.98 |
| 2023-06-30 | $558k | 9.3k | 60.22 |
| 2023-03-31 | $576k | 9.3k | 62.03 |
| 2022-12-31 | $1.1M | 18k | 63.61 |
| 2022-09-30 | $1.0M | 19k | 56.03 |
| 2022-06-30 | $2.4M | 38k | 62.92 |
| 2022-03-31 | $2.4M | 39k | 62.00 |
| 2021-12-31 | $2.3M | 39k | 59.22 |
| 2021-09-30 | $2.0M | 38k | 52.48 |
| 2021-06-30 | $1.3M | 25k | 54.11 |
| 2021-03-31 | $1.2M | 23k | 52.72 |
| 2020-12-31 | $1.1M | 20k | 54.83 |
| 2020-09-30 | $1.0M | 21k | 49.35 |
| 2020-06-30 | $834k | 19k | 44.68 |
| 2020-03-31 | $443k | 10k | 44.27 |
| 2019-12-31 | $553k | 9.5k | 58.43 |
| 2019-09-30 | $455k | 8.8k | 51.68 |
| 2019-06-30 | $491k | 9.2k | 53.14 |
| 2019-03-31 | $448k | 9.6k | 46.88 |
| 2018-12-31 | $496k | 10k | 49.65 |
| 2018-09-30 | $550k | 11k | 49.38 |
| 2018-06-30 | $760k | 17k | 43.87 |
| 2018-03-31 | $724k | 17k | 43.45 |
More positions owned by Mount Yale Investment Advisors
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