Coca-Cola Company shares owned by ValMark Advisers
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 39k | 71.86 |
| 2024-06-30 | $2.4M | 39k | 63.65 |
| 2024-03-31 | $2.3M | 38k | 61.18 |
| 2023-12-31 | $2.2M | 37k | 58.93 |
| 2023-09-30 | $1.0M | 19k | 55.98 |
| 2023-06-30 | $985k | 16k | 60.22 |
| 2023-03-31 | $1.2M | 19k | 62.03 |
| 2022-12-31 | $1.0M | 16k | 63.61 |
| 2022-09-30 | $846k | 15k | 56.00 |
| 2022-06-30 | $899k | 14k | 62.88 |
| 2022-03-31 | $732k | 12k | 61.96 |
| 2021-12-31 | $700k | 12k | 59.19 |
| 2021-09-30 | $582k | 11k | 52.48 |
| 2021-06-30 | $622k | 12k | 54.07 |
| 2021-03-31 | $609k | 12k | 52.70 |
| 2020-12-31 | $606k | 11k | 54.84 |
| 2020-09-30 | $491k | 9.9k | 49.41 |
| 2020-06-30 | $261k | 5.8k | 44.75 |
| 2020-03-31 | $238k | 5.4k | 44.19 |
| 2019-12-31 | $293k | 5.3k | 55.27 |
| 2019-09-30 | $333k | 6.1k | 54.39 |
| 2019-06-30 | $290k | 5.7k | 50.99 |
| 2019-03-31 | $272k | 5.8k | 46.93 |
| 2018-12-31 | $282k | 6.0k | 47.33 |
| 2018-09-30 | $240k | 5.2k | 46.17 |
| 2018-06-30 | $210k | 4.8k | 43.77 |
| 2018-03-31 | $204k | 4.7k | 43.46 |
| 2017-12-31 | $221k | 4.8k | 45.89 |