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 |
| 2024 Q4 | ADDED | 113,138 | +7,346 | +6.9% | 3.90% | $7.0M | $60.06 |
| 2024 Q3 | ADDED | 105,792 | +1,850 | +1.8% | 4.13% | $7.6M | $68.80 |
| 2024 Q2 | ADDED | 103,942 | +529 | +0.5% | 4.03% | $6.6M | $60.53 |
| 2024 Q1 | ADDED | 103,413 | +1,762 | +1.7% | 4.03% | $6.3M | $57.73 |
| 2023 Q4 | ADDED | 101,651 | +1,755 | +1.8% | 4.20% | $6.0M | $55.17 |
| 2023 Q3 | ADDED | 99,896 | +3,228 | +3.3% | 4.17% | $5.6M | $51.99 |
As of 2025 Q4 — sorted by position size