Coca-Cola Company shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in Coca-Cola Company
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All positions including Coca-Cola Company held by Navis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Coca-Cola Company by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $241k | 3.6k | 66.32 |
| 2025-06-30 | $256k | 3.6k | 70.75 |
| 2025-03-31 | $257k | 3.6k | 71.62 |
| 2024-12-31 | $215k | 3.4k | 62.26 |
| 2024-09-30 | $256k | 3.6k | 71.86 |
| 2024-06-30 | $226k | 3.6k | 63.65 |
| 2024-03-31 | $207k | 3.4k | 61.17 |
| 2022-12-31 | $204k | 3.2k | 63.61 |
| 2022-03-31 | $280k | 4.5k | 62.06 |
| 2021-12-31 | $267k | 4.5k | 59.18 |
| 2021-09-30 | $212k | 4.0k | 52.59 |
| 2021-06-30 | $217k | 4.0k | 54.03 |
| 2021-03-31 | $211k | 4.0k | 52.75 |