Coca-Cola Company shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 97k | 66.32 |
| 2025-06-30 | $7.0M | 128k | 54.76 |
| 2025-03-31 | $6.7M | 122k | 54.66 |
| 2024-12-31 | $5.4M | 116k | 46.77 |
| 2024-09-30 | $6.6M | 120k | 54.58 |
| 2024-06-30 | $6.0M | 124k | 48.76 |
| 2024-03-31 | $6.1M | 128k | 47.69 |
| 2023-12-31 | $6.1M | 133k | 46.11 |
| 2023-09-30 | $5.8M | 133k | 43.86 |
| 2023-06-30 | $5.8M | 125k | 46.35 |
| 2023-03-31 | $6.0M | 126k | 47.78 |
| 2022-12-31 | $6.8M | 135k | 50.02 |
| 2022-09-30 | $6.2M | 139k | 44.42 |
| 2022-06-30 | $6.6M | 135k | 49.41 |
| 2022-03-31 | $6.7M | 137k | 48.95 |
| 2021-12-31 | $5.7M | 126k | 45.64 |
| 2021-09-30 | $5.0M | 124k | 40.27 |
| 2021-06-30 | $5.0M | 121k | 41.26 |
| 2021-03-31 | $4.8M | 120k | 40.10 |
| 2020-12-31 | $4.2M | 143k | 29.22 |
| 2020-09-30 | $3.5M | 71k | 49.36 |
| 2020-06-30 | $2.6M | 59k | 44.68 |
| 2020-03-31 | $1.9M | 39k | 48.98 |
| 2019-12-31 | $1.7M | 31k | 55.33 |
| 2019-09-30 | $1.7M | 30k | 54.46 |
| 2019-06-30 | $1.5M | 30k | 50.93 |
| 2019-03-31 | $1.3M | 28k | 46.87 |
| 2018-12-31 | $1.2M | 26k | 47.34 |
| 2018-09-30 | $1.3M | 28k | 47.86 |
| 2018-06-30 | $1.3M | 28k | 45.85 |
| 2018-03-31 | $1.1M | 26k | 43.44 |
| 2017-12-31 | $1.3M | 28k | 45.87 |
| 2017-09-30 | $1.3M | 29k | 45.00 |