Coca-Cola Company shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Coca-Cola Company
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All positions including Coca-Cola Company held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Coca-Cola Company by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 80k | 66.81 |
| 2025-06-30 | $5.0M | 71k | 71.32 |
| 2024-09-30 | $1.9M | 26k | 72.32 |
| 2024-06-30 | $1.4M | 22k | 64.11 |
| 2024-03-31 | $1.3M | 21k | 61.72 |
| 2023-12-31 | $1.2M | 20k | 58.93 |
| 2023-09-30 | $1.3M | 23k | 56.48 |
| 2023-06-30 | $1.9M | 32k | 60.63 |
| 2023-03-31 | $735k | 12k | 62.34 |
| 2022-12-31 | $680k | 11k | 63.61 |
| 2022-09-30 | $696k | 12k | 56.57 |
| 2022-06-30 | $876k | 14k | 63.32 |
| 2022-03-31 | $342k | 5.5k | 62.31 |
| 2021-12-31 | $217k | 3.7k | 59.18 |
| 2020-09-30 | $217k | 4.1k | 52.93 |
| 2018-03-31 | $890k | 890k | 1.00 |
| 2017-12-31 | $1.3M | 27k | 47.27 |