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Coca-Cola Company shares owned by Trust

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Trust from 13F filings

Historical chart of Trust investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 3.3k 66.32
2025-06-30 $296k 4.2k 70.75
2025-03-31 $302k 4.2k 71.62
2024-12-31 $439k 7.1k 62.26
2024-09-30 $561k 7.8k 71.86
2024-06-30 $628k 9.9k 63.65
2024-03-31 $422k 6.9k 61.18
2023-12-31 $396k 6.7k 58.93
2023-09-30 $402k 7.2k 55.98
2023-06-30 $388k 6.5k 60.22
2023-03-31 $381k 6.1k 62.03
2022-12-31 $439k 6.9k 63.64
2022-09-30 $403k 7.2k 56.00
2022-06-30 $453k 7.2k 62.91
2022-03-31 $457k 7.4k 62.03
2021-12-31 $423k 7.1k 59.21
2021-09-30 $383k 7.3k 52.54
2021-06-30 $576k 11k 54.10
2021-03-31 $579k 11k 52.72
2020-12-31 $662k 12k 54.88
2020-09-30 $632k 13k 49.39
2020-06-30 $600k 13k 44.66
2020-03-31 $153k 3.5k 44.35
2019-12-31 $247k 4.5k 55.26
2019-09-30 $243k 4.5k 54.36
2019-06-30 $228k 4.5k 51.01
2019-03-31 $226k 4.8k 46.89
2018-12-31 $262k 5.5k 47.40
2018-09-30 $261k 5.6k 46.28
2018-06-30 $255k 5.8k 43.85
2018-03-31 $254k 5.8k 43.49
2017-12-31 $268k 5.8k 45.89
2017-09-30 $251k 5.6k 45.06
2017-06-30 $254k 5.7k 44.80
2017-03-31 $405k 9.5k 42.45
2016-12-31 $377k 9.1k 41.41
2016-09-30 $385k 9.1k 42.28
2016-06-30 $457k 10k 45.32
2016-03-31 $505k 11k 46.40
2015-12-31 $338k 7.9k 42.96
2015-09-30 $436k 11k 40.12
2015-06-30 $417k 11k 39.21
2015-03-31 $294k 7.3k 40.53

More positions owned by Trust

iShares Short Treasury Bond Index ETF Short Treas Bd (SHV)
Vanguard Total Bond Index ETF Total Bnd Mrkt (BND)
iShares Core US Aggregate Bond Index ETF Core Us Aggbd Et (AGG)
Vanguard Growth Index ETF Growth Etf (VUG)
Vanguard Value Index ETF Value Etf (VTV)
SPDR S&P Emerging Markets Dividend ETF S&p Em Mkt Div (EDIV)
Schwab Fundamental Intl Large Co ETF Fundamental Intl (FNDF)
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)
iShares Russell 1000 Index ETF Rus 1000 Etf (IWB)
Vanguard Mid-Cap Value Index ETF Mcap Vl Idxvip (VOE)
Vanguard Mid-Cap Growth Index ETF Mcap Gr Idxvip (VOT)
JP Morgan Active Growth ETF Active Growth (JGRO)
iShares National Muni Bond Index ETF National Mun Etf (MUB)
iShares IBOXX High Yield Corp Bond Index ETF Iboxx Hi Yd Etf (HYG)
JP Morgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST)

View all positions for Trust

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
FMR
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Franklin Resources
Wellington Management Company
UBS Group
Legal & General Group
Ubs Global Asset Management Americas

View all funds holding Coca-Cola Company