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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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All positions including Coca-Cola Company held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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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
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