KO COCA COLA COMPANY

Ownership history in Stolper Co  ·  24 quarters on record

This page tracks every 13F SEC filing in which Stolper Co reported a position in COCA COLA COMPANY (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
2.85% (2020 Q1)
Avg. % of fund
2.38%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 105,064 +2,034 +2.0% 2.16% $7.3M $69.43
2025 Q3 ADDED 103,030 +1,329 +1.3% 2.07% $6.8M $65.41
2025 Q2 REDUCED 101,701 -886 -0.9% 2.36% $7.2M $69.25
2025 Q1 ADDED 102,587 +395 +0.4% 2.41% $7.3M $69.60
2024 Q4 ADDED 102,192 +1,382 +1.4% 2.12% $6.4M $60.06
2024 Q3 ADDED 100,810 +355 +0.4% 2.37% $7.2M $68.80
2024 Q2 ADDED 100,455 +3,120 +3.2% 2.25% $6.4M $60.53
2024 Q1 ADDED 97,335 +865 +0.9% 2.15% $6.0M $57.73
2023 Q4 ADDED 96,470 +187 +0.2% 2.29% $5.7M $55.17
2023 Q3 ADDED 96,283 +226 +0.2% 2.34% $5.4M $51.99
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% of Fund (quarterly)    KO price (monthly, adj. close)
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