Coca-Cola Company shares owned by Legacy Private Trust
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in Coca-Cola Company
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All positions including Coca-Cola Company held by Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Coca-Cola Company by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $898k | 15k | 61.18 |
| 2023-12-31 | $891k | 15k | 58.93 |
| 2023-09-30 | $854k | 15k | 55.98 |
| 2023-06-30 | $1.1M | 19k | 60.22 |
| 2023-03-31 | $967k | 16k | 62.03 |
| 2022-12-31 | $991k | 16k | 63.60 |
| 2022-09-30 | $868k | 16k | 56.04 |
| 2022-06-30 | $975k | 16k | 62.93 |
| 2022-03-31 | $973k | 16k | 61.98 |
| 2021-12-31 | $881k | 15k | 59.19 |
| 2021-09-30 | $802k | 15k | 52.47 |
| 2021-06-30 | $828k | 15k | 54.13 |
| 2021-03-31 | $806k | 15k | 52.74 |
| 2020-12-31 | $839k | 15k | 54.86 |
| 2020-09-30 | $790k | 16k | 49.39 |
| 2020-06-30 | $746k | 17k | 44.68 |
| 2020-03-31 | $736k | 17k | 44.22 |
| 2019-12-31 | $927k | 17k | 55.35 |
| 2019-09-30 | $882k | 16k | 54.43 |
| 2019-06-30 | $816k | 16k | 50.89 |
| 2019-03-31 | $751k | 16k | 46.83 |
| 2018-12-31 | $784k | 17k | 47.35 |
| 2018-09-30 | $726k | 16k | 46.17 |
| 2018-06-30 | $673k | 15k | 43.84 |
| 2018-03-31 | $656k | 15k | 43.46 |
| 2017-12-31 | $693k | 15k | 45.89 |
| 2017-09-30 | $679k | 15k | 45.01 |
| 2017-06-30 | $745k | 17k | 44.84 |
| 2017-03-31 | $748k | 18k | 42.43 |
| 2016-12-31 | $730k | 18k | 41.45 |
| 2016-09-30 | $755k | 18k | 42.34 |
| 2016-06-30 | $898k | 20k | 45.32 |
| 2016-03-31 | $976k | 21k | 46.41 |
| 2015-12-31 | $993k | 23k | 42.94 |
| 2015-09-30 | $887k | 22k | 40.10 |
| 2015-06-30 | $872k | 22k | 39.24 |
| 2015-03-31 | $912k | 23k | 40.55 |
| 2014-12-31 | $1.0M | 24k | 42.22 |
| 2014-09-30 | $1.2M | 27k | 42.65 |
| 2014-06-30 | $1.2M | 28k | 42.35 |
| 2014-03-31 | $373k | 9.7k | 38.62 |
| 2013-12-31 | $412k | 10k | 41.34 |
| 2013-09-30 | $454k | 12k | 37.84 |
| 2013-06-30 | $519k | 13k | 40.13 |
| 2012-12-31 | $615k | 17k | 36.21 |
| 2012-09-30 | $634k | 17k | 37.88 |
| 2012-06-30 | $658k | 8.4k | 78.15 |
| 2012-03-31 | $664k | 9.0k | 73.99 |
| 2011-12-31 | $617k | 8.8k | 69.91 |
| 2011-09-30 | $564k | 8.4k | 67.51 |
| 2011-06-30 | $683k | 10k | 67.29 |
| 2011-03-31 | $261k | 3.9k | 66.27 |