Ownership history in Windle Wealth, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Windle Wealth, LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 122,504 | +2,516 | +2.1% | 3.84% | $8.6M | $69.43 |
| 2025 Q3 | ADDED | 119,988 | +3,324 | +2.8% | 3.56% | $8.0M | $65.41 |
| 2025 Q2 | REDUCED | 116,664 | -94 | -0.1% | 4.04% | $8.3M | $69.25 |
| 2025 Q1 | ADDED | 116,758 | +3,620 | +3.2% | 4.31% | $8.4M | $69.60 |
As of 2025 Q4 — sorted by position size