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
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Coca-Cola Company by Mount Yale Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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
View all positions for Mount Yale Investment Advisors