Coca-Cola Company shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 172k | 66.32 |
| 2025-06-30 | $12M | 168k | 70.75 |
| 2025-03-31 | $5.3M | 74k | 71.63 |
| 2024-12-31 | $4.0M | 65k | 62.26 |
| 2024-09-30 | $3.9M | 55k | 71.86 |
| 2024-06-30 | $2.4M | 38k | 63.65 |
| 2024-03-31 | $338k | 4.3k | 79.04 |
| 2023-12-31 | $633k | 11k | 58.93 |
| 2023-09-30 | $422k | 7.5k | 56.44 |
| 2023-06-30 | $411k | 6.8k | 60.68 |
| 2023-03-31 | $313k | 5.0k | 62.49 |
| 2022-12-31 | $313k | 4.9k | 63.61 |
| 2022-09-30 | $266k | 4.7k | 56.36 |
| 2022-06-30 | $302k | 4.7k | 63.98 |
| 2018-12-31 | $213k | 4.3k | 49.62 |
More positions owned by Pensionmark Financial Group
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