Coca-Cola Company shares owned by UMA Financial Services
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $155k | 2.3k | 66.33 |
| 2025-06-30 | $189k | 2.7k | 70.74 |
| 2025-03-31 | $184k | 2.6k | 71.62 |
| 2024-12-31 | $160k | 2.6k | 62.26 |
| 2024-09-30 | $211k | 3.0k | 70.35 |
| 2024-06-30 | $230k | 3.6k | 64.26 |
| 2024-03-31 | $212k | 3.7k | 58.06 |
| 2023-12-31 | $226k | 3.8k | 59.57 |
| 2023-09-30 | $207k | 3.9k | 52.88 |