A detailed history of Insight Wealth Strategies, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 2,798 shares of KO stock, worth $173,028. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,798
Holding current value
$173,028
% of portfolio
0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$62.69 - $73.01 $175,406 - $204,281
2,798 New
2,798 $201,000
Q4 2023

Jan 12, 2024

BUY
$52.38 - $59.93 $99,364 - $113,687
1,897 Added 5.72%
35,069 $2.07 Million
Q3 2023

Oct 13, 2023

BUY
$55.81 - $63.05 $153,756 - $173,702
2,755 Added 9.06%
33,172 $1.86 Million
Q2 2023

Jul 14, 2023

BUY
$59.66 - $64.3 $18,912 - $20,383
317 Added 1.05%
30,417 $1.83 Million
Q1 2023

Apr 06, 2023

SELL
$58.86 - $63.4 $4,649 - $5,008
-79 Reduced 0.26%
30,100 $1.87 Million
Q4 2022

Jan 06, 2023

BUY
$54.39 - $64.37 $2,937 - $3,475
54 Added 0.18%
30,179 $0
Q2 2022

Jul 01, 2022

BUY
$59.07 - $66.21 $29,889 - $33,502
506 Added 1.71%
30,125 $1.9 Million
Q1 2022

Apr 12, 2022

BUY
$57.88 - $62.85 $190,830 - $207,216
3,297 Added 12.53%
29,619 $1.84 Million
Q4 2021

Jan 31, 2022

BUY
$52.3 - $59.21 $208,990 - $236,603
3,996 Added 17.9%
26,322 $1.56 Million
Q3 2021

Oct 28, 2021

BUY
$52.47 - $57.48 $68,263 - $74,781
1,301 Added 6.19%
22,326 $1.17 Million
Q2 2021

Aug 12, 2021

SELL
$52.51 - $56.24 $371,665 - $398,066
-7,078 Reduced 25.19%
21,025 $1.14 Million
Q1 2021

May 12, 2021

BUY
$48.15 - $53.85 $546,358 - $611,035
11,347 Added 67.72%
28,103 $1.48 Million
Q4 2020

Feb 05, 2021

SELL
$47.96 - $54.84 $24,747 - $28,297
-516 Reduced 2.99%
16,756 $919,000
Q3 2020

Oct 29, 2020

BUY
$43.91 - $51.19 $65,206 - $76,017
1,485 Added 9.41%
17,272 $853,000
Q2 2020

Jul 31, 2020

BUY
$42.12 - $49.85 $21,944 - $25,971
521 Added 3.41%
15,787 $705,000
Q1 2020

Apr 21, 2020

SELL
$37.56 - $60.13 $166,240 - $266,135
-4,426 Reduced 22.48%
15,266 $676,000
Q4 2019

Feb 21, 2020

BUY
$51.71 - $55.35 $141,995 - $151,991
2,746 Added 16.2%
19,692 $1.09 Million
Q3 2019

Nov 06, 2019

BUY
$51.22 - $55.77 $124,515 - $135,576
2,431 Added 16.75%
16,946 $923,000
Q2 2019

Aug 06, 2019

BUY
$46.18 - $51.92 $74,903 - $84,214
1,622 Added 12.58%
14,515 $739,000
Q1 2019

Apr 24, 2019

BUY
$44.69 - $49.79 $119,679 - $133,337
2,678 Added 26.22%
12,893 $604,000
Q4 2018

Feb 12, 2019

BUY
$44.64 - $50.51 $455,997 - $515,959
10,215 New
10,215 $484,000

Others Institutions Holding KO

About COCA COLA CO


  • Ticker KO
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Beverages—Non-Alcoholic
  • Shares Outstandng 4,324,510,208
  • Market Cap $267B
  • Description
  • The Coca-Cola Company, a beverage company, manufactures, markets, and sells various nonalcoholic beverages worldwide. The company provides sparkling soft drinks; flavored and enhanced water, and sports drinks; juice, dairy, and plant?based beverages; tea and coffee; and energy drinks. It also offers beverage concentrates and syrups, as well as f...
More about KO
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