Coca-Cola Company shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Coca-Cola Company by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 27k | 66.32 |
| 2025-06-30 | $1.2M | 17k | 70.75 |
| 2025-03-31 | $1.1M | 16k | 71.62 |
| 2024-12-31 | $988k | 16k | 62.26 |
| 2024-09-30 | $1.1M | 15k | 71.86 |
| 2024-06-30 | $916k | 14k | 63.65 |
| 2024-03-31 | $874k | 14k | 61.18 |
| 2023-12-31 | $812k | 14k | 58.93 |
| 2023-09-30 | $968k | 17k | 55.98 |
| 2023-06-30 | $1.0M | 17k | 60.22 |
| 2023-03-31 | $1.1M | 17k | 62.03 |
| 2022-12-31 | $1.0M | 16k | 63.61 |
| 2022-09-30 | $862k | 15k | 56.02 |
| 2022-06-30 | $944k | 15k | 62.90 |
| 2022-03-31 | $865k | 14k | 61.99 |
| 2021-12-31 | $880k | 15k | 59.18 |
| 2021-09-30 | $778k | 15k | 52.48 |
| 2021-06-30 | $733k | 14k | 54.11 |
| 2021-03-31 | $631k | 12k | 52.72 |
| 2020-12-31 | $654k | 12k | 54.86 |
| 2020-09-30 | $481k | 9.7k | 49.41 |
| 2020-06-30 | $445k | 10k | 44.64 |
| 2020-03-31 | $575k | 13k | 44.25 |
| 2019-12-31 | $724k | 13k | 55.33 |
| 2019-09-30 | $743k | 14k | 54.43 |
| 2019-06-30 | $744k | 14k | 52.00 |
| 2019-03-31 | $572k | 12k | 46.82 |
| 2018-12-31 | $549k | 12k | 47.32 |
| 2018-09-30 | $456k | 9.9k | 46.19 |
| 2018-06-30 | $486k | 11k | 43.90 |
| 2018-03-31 | $713k | 17k | 42.68 |
| 2017-12-31 | $761k | 17k | 46.23 |
| 2017-09-30 | $792k | 17k | 45.42 |
| 2017-06-30 | $753k | 17k | 44.39 |
| 2017-03-31 | $718k | 17k | 42.57 |
| 2016-12-31 | $558k | 14k | 41.35 |
More positions owned by Patriot Financial Group Insurance Agency
View all positions for Patriot Financial Group Insurance Agency