Coca-Cola Company shares owned by West Financial Advisors
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Coca-Cola Company
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Quarterly reported holdings in Coca-Cola Company by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $71k | 1.1k | 66.32 |
| 2025-06-30 | $83k | 1.2k | 70.75 |
| 2025-03-31 | $84k | 1.2k | 71.62 |
| 2024-12-31 | $73k | 1.2k | 62.26 |
| 2024-09-30 | $8.2k | 114 | 71.87 |
| 2024-06-30 | $7.3k | 114 | 63.66 |
| 2024-03-31 | $7.0k | 114 | 61.18 |
| 2023-12-31 | $6.7k | 114 | 58.94 |
| 2023-09-30 | $6.4k | 114 | 55.98 |
| 2023-06-30 | $6.9k | 114 | 60.23 |
| 2022-09-30 | $42k | 750 | 56.00 |
| 2022-06-30 | $47k | 750 | 62.67 |
| 2022-03-31 | $47k | 750 | 62.67 |
| 2021-12-31 | $44k | 750 | 58.67 |
| 2021-09-30 | $39k | 750 | 52.00 |
| 2021-06-30 | $41k | 750 | 54.67 |
| 2021-03-31 | $40k | 750 | 53.33 |
| 2020-12-31 | $41k | 750 | 54.67 |