A detailed history of 9258 Wealth Management, LLC transactions in Coca Cola CO stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 9,756 shares of KO stock, worth $681,944. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,756
Previous 9,165 6.45%
Holding current value
$681,944
Previous $560,000 10.71%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Aug 02, 2024

BUY
$58.06 - $64.15 $34,313 - $37,912
591 Added 6.45%
9,756 $620,000
Q1 2024

May 03, 2024

BUY
$58.91 - $61.24 $176 - $183
3 Added 0.03%
9,165 $560,000
Q4 2023

Feb 06, 2024

SELL
$52.38 - $59.93 $11,156 - $12,765
-213 Reduced 2.27%
9,162 $539,000
Q3 2023

Nov 08, 2023

BUY
$55.81 - $63.05 $1,116 - $1,261
20 Added 0.21%
9,375 $524,000
Q2 2023

Aug 08, 2023

SELL
$59.66 - $64.3 $48,026 - $51,761
-805 Reduced 7.92%
9,355 $563,000
Q1 2023

May 03, 2023

BUY
$58.86 - $63.4 $45,616 - $49,135
775 Added 8.26%
10,160 $630,000
Q4 2022

Feb 03, 2023

SELL
$54.39 - $64.37 $18,546 - $21,950
-341 Reduced 3.51%
9,385 $597,000
Q3 2022

Nov 08, 2022

SELL
$56.02 - $65.22 $66,103 - $76,959
-1,180 Reduced 10.82%
9,726 $545,000
Q2 2022

Aug 04, 2022

BUY
$59.07 - $66.21 $590 - $662
10 Added 0.09%
10,906 $686,000
Q1 2022

May 13, 2022

BUY
$57.88 - $62.85 $54,928 - $59,644
949 Added 9.54%
10,896 $676,000
Q4 2021

Feb 11, 2022

BUY
$52.3 - $59.21 $26,254 - $29,723
502 Added 5.31%
9,947 $589,000
Q3 2021

Nov 12, 2021

BUY
$52.47 - $57.48 $63,016 - $69,033
1,201 Added 14.57%
9,445 $496,000
Q2 2021

Aug 13, 2021

BUY
$52.51 - $56.24 $40,117 - $42,967
764 Added 10.21%
8,244 $446,000
Q1 2021

May 11, 2021

BUY
$48.15 - $53.85 $48,198 - $53,903
1,001 Added 15.45%
7,480 $394,000
Q4 2020

Feb 10, 2021

SELL
$47.96 - $54.84 $29,063 - $33,233
-606 Reduced 8.55%
6,479 $355,000
Q3 2020

Nov 13, 2020

SELL
$43.91 - $51.19 $3,381 - $3,941
-77 Reduced 1.08%
7,085 $341,000
Q2 2020

Aug 13, 2020

BUY
$42.12 - $49.85 $1,010 - $1,196
24 Added 0.34%
7,162 $320,000
Q1 2020

May 05, 2020

SELL
$37.56 - $60.13 $49,466 - $79,191
-1,317 Reduced 15.58%
7,138 $334,000
Q4 2019

Feb 06, 2020

BUY
$51.71 - $55.35 $119,760 - $128,190
2,316 Added 37.73%
8,455 $468,000
Q3 2019

Nov 07, 2019

SELL
$51.22 - $55.77 $32,268 - $35,135
-630 Reduced 9.31%
6,139 $334,000
Q2 2019

Aug 07, 2019

SELL
$46.18 - $51.92 $2,863 - $3,219
-62 Reduced 0.91%
6,769 $345,000
Q1 2019

May 07, 2019

SELL
$44.69 - $49.79 $17,652 - $19,667
-395 Reduced 5.47%
6,831 $320,000
Q4 2018

Feb 12, 2019

BUY
$44.64 - $50.51 $322,568 - $364,985
7,226 New
7,226 $342,000

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 $302B
  • 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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