Coca-Cola Company shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Coca-Cola Company by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $599k | 9.0k | 66.83 |
| 2025-06-30 | $611k | 8.6k | 71.26 |
| 2025-03-31 | $633k | 8.8k | 72.13 |
| 2024-12-31 | $1.4M | 23k | 62.26 |
| 2024-09-30 | $1.6M | 23k | 72.35 |
| 2024-06-30 | $1.4M | 22k | 64.14 |
| 2024-03-31 | $1.3M | 22k | 61.66 |
| 2023-12-31 | $1.3M | 23k | 58.93 |
| 2023-09-30 | $1.2M | 22k | 56.44 |
| 2023-06-30 | $1.3M | 22k | 60.68 |
| 2023-03-31 | $1.3M | 20k | 62.49 |
| 2022-12-31 | $1.3M | 20k | 63.61 |
| 2022-09-30 | $1.1M | 20k | 56.44 |
| 2022-06-30 | $1.3M | 20k | 63.48 |
| 2022-03-31 | $1.2M | 20k | 62.45 |
| 2021-12-31 | $1.1M | 19k | 59.22 |
| 2021-09-30 | $991k | 19k | 52.96 |
| 2021-06-30 | $1.1M | 20k | 54.50 |
| 2021-03-31 | $1.0M | 19k | 53.14 |
| 2020-12-31 | $1.1M | 20k | 54.86 |