Coca-Cola Company shares owned by Private Wealth Partners
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Private Wealth Partners
from 13F filings
Historical chart of Private Wealth Partners investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $203k | 3.1k | 66.32 |
| 2025-06-30 | $216k | 3.1k | 70.75 |
| 2025-03-31 | $219k | 3.1k | 71.62 |
| 2024-09-30 | $216k | 3.0k | 71.86 |
| 2019-03-31 | $1.2M | 26k | 46.88 |
| 2018-12-31 | $1.3M | 27k | 47.33 |
| 2018-09-30 | $1.3M | 27k | 46.19 |
| 2018-06-30 | $1.1M | 25k | 43.88 |
| 2018-03-31 | $1.1M | 24k | 43.45 |
| 2017-12-31 | $1.3M | 29k | 45.87 |
| 2017-09-30 | $1.3M | 30k | 45.02 |
| 2016-09-30 | $224k | 5.3k | 42.38 |
| 2016-06-30 | $285k | 6.3k | 45.35 |
| 2016-03-31 | $292k | 6.3k | 46.46 |
| 2014-09-30 | $1.3M | 32k | 42.67 |
| 2014-06-30 | $2.3M | 55k | 42.35 |
| 2014-03-31 | $2.1M | 55k | 38.66 |
| 2013-12-31 | $2.2M | 54k | 41.32 |
| 2013-09-30 | $2.1M | 56k | 37.88 |
| 2013-06-30 | $2.3M | 57k | 40.12 |
| 2013-03-31 | $2.3M | 57k | 40.44 |
| 2012-12-31 | $2.1M | 57k | 36.24 |
| 2012-09-30 | $2.2M | 57k | 37.93 |
| 2012-06-30 | $2.3M | 29k | 78.19 |
| 2012-03-31 | $2.1M | 29k | 74.00 |
| 2011-09-30 | $2.0M | 29k | 67.57 |
| 2011-06-30 | $1.6M | 24k | 67.31 |