Coca-Cola Company shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $872k | 13k | 66.10 |
| 2025-06-30 | $888k | 13k | 70.24 |
| 2025-03-31 | $761k | 11k | 71.43 |
| 2024-12-31 | $227k | 3.7k | 61.07 |
| 2024-09-30 | $240k | 3.4k | 70.57 |
| 2024-06-30 | $209k | 3.3k | 62.83 |
| 2023-12-31 | $273k | 4.5k | 60.16 |
| 2023-09-30 | $637k | 12k | 54.35 |
| 2023-06-30 | $624k | 10k | 60.22 |
| 2023-03-31 | $624k | 9.7k | 64.30 |
| 2022-12-31 | $523k | 8.6k | 60.60 |
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