Coca-Cola Company shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $74M | 1.1M | 66.32 |
| 2025-06-30 | $24M | 334k | 70.75 |
| 2025-03-31 | $27M | 371k | 71.62 |
| 2024-12-31 | $32M | 511k | 61.84 |
| 2024-09-30 | $382k | 5.3k | 71.86 |
| 2024-06-30 | $25M | 387k | 63.65 |
| 2024-03-31 | $22M | 354k | 61.18 |
| 2023-12-31 | $18M | 303k | 58.93 |
| 2023-09-30 | $5.7M | 103k | 55.98 |
| 2023-06-30 | $5.1M | 85k | 60.22 |
| 2023-03-31 | $5.0M | 81k | 62.03 |
| 2022-12-31 | $4.7M | 75k | 63.61 |
| 2022-09-30 | $487k | 8.7k | 56.05 |
| 2022-06-30 | $3.5M | 56k | 62.91 |
| 2022-03-31 | $3.4M | 55k | 62.01 |
| 2021-12-31 | $3.6M | 61k | 59.21 |
| 2021-09-30 | $2.6M | 49k | 52.47 |
| 2021-03-31 | $2.9M | 55k | 52.70 |
| 2020-12-31 | $2.9M | 53k | 54.86 |
More positions owned by Synergy Financial Management
View all positions for Synergy Financial Management