A detailed history of Cm Wealth Advisors LLC transactions in Coca Cola CO stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 3,531 shares of KO stock, worth $227,325. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,531
Previous 3,531 -0.0%
Holding current value
$227,325
Previous $224,000 12.95%
% of portfolio
0.08%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$58.06 - $64.15 $4,935 - $5,452
85 Added 2.47%
3,531 $224,000
Q1 2024

May 13, 2024

SELL
$58.91 - $61.24 $5,007 - $5,205
-85 Reduced 2.41%
3,446 $210,000
Q4 2023

Feb 05, 2024

BUY
$52.38 - $59.93 $184,953 - $211,612
3,531 New
3,531 $208,000
Q2 2023

Aug 15, 2023

SELL
$59.66 - $64.3 $4,056 - $4,372
-68 Reduced 1.76%
3,796 $228,000
Q1 2023

May 01, 2023

BUY
$58.86 - $63.4 $227,435 - $244,977
3,864 New
3,864 $246,000
Q4 2022

May 04, 2023

SELL
$54.39 - $64.37 $3,480 - $4,119
-64 Reduced 1.66%
3,800 $242 Million
Q3 2022

May 11, 2023

SELL
$56.02 - $65.22 $3,585 - $4,174
-64 Reduced 1.66%
3,800 $215 Million
Q2 2022

May 09, 2023

SELL
$59.07 - $66.21 $3,780 - $4,237
-64 Reduced 1.66%
3,800 $241 Million

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 $278B
  • 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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