Coca-Cola Company shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $660k | 11k | 62.26 |
| 2024-09-30 | $725k | 10k | 71.86 |
| 2024-06-30 | $638k | 10k | 63.65 |
| 2024-03-31 | $600k | 9.8k | 61.18 |
| 2023-12-31 | $557k | 9.4k | 58.93 |
| 2023-09-30 | $594k | 11k | 55.98 |
| 2023-06-30 | $738k | 12k | 60.22 |
| 2023-03-31 | $740k | 12k | 62.03 |
| 2022-12-31 | $746k | 12k | 63.61 |
| 2022-09-30 | $648k | 12k | 56.01 |
| 2022-06-30 | $714k | 11k | 62.90 |
| 2022-03-31 | $885k | 14k | 62.00 |
| 2021-12-31 | $3.3M | 56k | 59.20 |
| 2021-09-30 | $3.0M | 57k | 52.47 |
| 2021-06-30 | $3.4M | 63k | 54.10 |
| 2021-03-31 | $3.3M | 63k | 52.71 |
| 2020-12-31 | $3.3M | 66k | 49.28 |
| 2020-09-30 | $758k | 15k | 49.39 |
| 2020-06-30 | $680k | 15k | 44.68 |
| 2020-03-31 | $667k | 15k | 44.25 |
| 2019-12-31 | $2.0M | 35k | 55.35 |
| 2019-09-30 | $1.9M | 35k | 53.13 |
| 2019-06-30 | $1.8M | 34k | 53.79 |
| 2019-03-31 | $384k | 8.2k | 46.88 |
| 2018-12-31 | $381k | 8.0k | 47.39 |