KO COCA COLA CO

Ownership history in Patten Group, Inc.  ·  45 quarters on record

This page tracks every 13F SEC filing in which Patten Group, Inc. reported a position in COCA COLA CO (KO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.56% (2015 Q1)
Avg. % of fund
3.95%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
45
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 175,129 -1,812 -1.0% 2.26% $12.2M $69.43
2025 Q3 REDUCED 176,941 -2,134 -1.2% 2.28% $11.7M $65.41
2025 Q2 ADDED 179,075 +113 +0.1% 2.68% $12.7M $69.25
2025 Q1 REDUCED 178,962 -733 -0.4% 2.94% $12.8M $69.60
2024 Q4 REDUCED 179,695 -1,602 -0.9% 2.48% $11.2M $60.06
2024 Q3 REDUCED 181,297 -7,431 -3.9% 2.89% $13.0M $68.80
2024 Q2 REDUCED 188,728 -3,188 -1.7% 2.83% $12.0M $60.53
2024 Q1 REDUCED 191,916 -2,128 -1.1% 2.89% $11.7M $57.73
2023 Q4 REDUCED 194,044 -2,985 -1.5% 3.10% $11.4M $55.17
2023 Q3 REDUCED 197,029 -711 -0.4% 3.30% $11.0M $51.99
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    KO price (monthly, adj. close)
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