Coca-Cola Company shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Coca-Cola Company by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $296k | 4.5k | 66.32 |
| 2025-06-30 | $296k | 4.2k | 70.75 |
| 2025-03-31 | $293k | 4.1k | 71.62 |
| 2024-12-31 | $239k | 3.8k | 62.26 |
| 2024-09-30 | $270k | 3.8k | 71.86 |
| 2024-06-30 | $244k | 3.8k | 63.65 |
| 2024-03-31 | $211k | 3.5k | 61.18 |
| 2022-12-31 | $214k | 3.4k | 63.61 |
More positions owned by Phillips Financial Management
View all positions for Phillips Financial Management