KO COCA COLA CO COM

Ownership history in WEST PACES ADVISORS INC.  ·  10 quarters on record

This page tracks every 13F SEC filing in which WEST PACES ADVISORS INC. reported a position in COCA COLA CO COM (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
3.12% (2023 Q4)
Avg. % of fund
2.43%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 147,347 -2,426 -1.6% 1.99% $10.3M $69.43
2025 Q3 REDUCED 149,773 -6,525 -4.2% 1.98% $9.9M $65.41
2025 Q2 ADDED 156,298 +252 +0.2% 2.35% $11.1M $69.25
2025 Q1 ADDED 156,046 +7,519 +5.1% 2.55% $11.2M $69.60
2024 Q4 REDUCED 148,527 -482 -0.3% 2.26% $9.2M $60.06
2024 Q3 REDUCED 149,009 -27,181 -15.4% 2.62% $10.7M $68.80
2024 Q2 REDUCED 176,190 -5,485 -3.0% 2.92% $11.2M $60.53
2024 Q1 REDUCED 181,675 -6,853 -3.6% 2.93% $11.1M $57.73
2023 Q4 ADDED 188,528 +146,907 +353.0% 3.12% $11.1M $55.17
2023 Q3 INITIATED 41,621 1.61% $1.7M
% of Fund (quarterly)    KO price (monthly, adj. close)
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