Coca-Cola Company shares owned by Heritage Trust
Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Coca-Cola Company
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All positions including Coca-Cola Company held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.5M | 41k | 61.18 |
2023-12-31 | $2.5M | 42k | 58.93 |
2023-09-30 | $2.4M | 42k | 55.98 |
2023-06-30 | $2.6M | 43k | 60.22 |
2023-03-31 | $2.6M | 43k | 62.03 |
2022-12-31 | $2.7M | 43k | 63.61 |
2022-09-30 | $2.2M | 39k | 56.02 |
2022-06-30 | $2.5M | 39k | 62.91 |
2022-03-31 | $2.5M | 40k | 61.96 |
2021-12-31 | $4.4M | 74k | 59.26 |
2021-09-30 | $3.9M | 75k | 52.51 |
2021-06-30 | $4.1M | 76k | 54.09 |
2021-03-31 | $4.3M | 82k | 52.75 |
2020-12-31 | $4.5M | 83k | 54.80 |
2020-09-30 | $4.1M | 83k | 49.35 |
2020-06-30 | $3.6M | 81k | 44.71 |
2020-03-31 | $3.4M | 77k | 44.29 |
2019-12-31 | $4.3M | 78k | 55.39 |
2019-09-30 | $4.3M | 79k | 54.44 |
2019-06-30 | $4.1M | 80k | 50.92 |
2019-03-31 | $3.8M | 82k | 46.85 |
2018-12-31 | $2.5M | 53k | 47.35 |
2018-09-30 | $2.3M | 50k | 46.19 |
2018-06-30 | $2.5M | 56k | 43.86 |
2018-03-31 | $2.7M | 63k | 43.44 |
2017-12-31 | $3.4M | 74k | 45.88 |
2017-09-30 | $5.8M | 128k | 45.00 |
2017-06-30 | $6.6M | 148k | 44.84 |
2017-03-31 | $6.9M | 163k | 42.43 |