Coca-Cola Company shares owned by SIMA Wealth Partners
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by SIMA Wealth Partners
from 13F filings
Historical chart of SIMA Wealth Partners investment in Coca-Cola Company
Tip: Access up to 7 years of quarterly data
All positions including Coca-Cola Company held by SIMA Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Coca-Cola Company by SIMA Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $79k | 1.0k | 76.05 |
| 2025-12-31 | $41k | 585 | 69.91 |
| 2025-09-30 | $39k | 585 | 66.32 |
| 2025-06-30 | $41k | 585 | 70.75 |
| 2025-03-31 | $42k | 585 | 71.62 |
| 2024-12-31 | $36k | 585 | 62.26 |
| 2024-09-30 | $42k | 585 | 71.86 |
| 2024-06-30 | $40k | 622 | 63.65 |