A detailed history of Instrumental Wealth, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Instrumental Wealth, LLC holds 4,741 shares of KO stock, worth $306,031. This represents 0.33% of its overall portfolio holdings.

Number of Shares
4,741
Previous 4,648 2.0%
Holding current value
$306,031
Previous $307 Million 8.58%
% of portfolio
0.33%
Previous 0.32%

Shares

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

Oct 15, 2024

BUY
$62.69 - $73.01 $5,830 - $6,789
93 Added 2.0%
4,741 $333 Million
Q2 2024

Jul 26, 2024

BUY
$58.06 - $64.15 $3,193 - $3,528
55 Added 1.2%
4,648 $307 Million
Q1 2024

May 29, 2024

BUY
$58.91 - $61.24 $7,245 - $7,532
123 Added 2.75%
4,593 $284 Million
Q4 2023

Jan 25, 2024

SELL
$52.38 - $59.93 $4,033 - $4,614
-77 Reduced 1.69%
4,470 $263 Million
Q3 2023

Oct 18, 2023

BUY
$55.81 - $63.05 $13,840 - $15,636
248 Added 5.77%
4,547 $246 Million
Q2 2023

Jul 13, 2023

SELL
$59.66 - $64.3 $4,235 - $4,565
-71 Reduced 1.62%
4,299 $257 Million
Q1 2023

May 04, 2023

BUY
$58.86 - $63.4 $257,218 - $277,058
4,370 New
4,370 $278 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 $279B
  • 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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