A detailed history of Accel Wealth Management transactions in Coca Cola CO stock. As of the latest transaction made, Accel Wealth Management holds 3,960 shares of KO stock, worth $248,846. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,960
Previous 3,682 7.55%
Holding current value
$248,846
Previous $234,000 21.37%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 15, 2024

BUY
$62.69 - $73.01 $17,427 - $20,296
278 Added 7.55%
3,960 $284,000
Q2 2024

Jul 12, 2024

BUY
$58.06 - $64.15 $18,346 - $20,271
316 Added 9.39%
3,682 $234,000
Q1 2024

Apr 19, 2024

BUY
$58.91 - $61.24 $198,291 - $206,133
3,366 New
3,366 $205,000
Q4 2022

Jan 26, 2023

SELL
$54.39 - $64.37 $14,195 - $16,800
-261 Reduced 8.71%
2,735 $0
Q3 2022

Oct 12, 2022

BUY
$56.02 - $65.22 $22,744 - $26,479
406 Added 15.68%
2,996 $170,000
Q2 2022

Aug 03, 2022

BUY
$59.07 - $66.21 $5,316 - $5,958
90 Added 3.6%
2,590 $162,000
Q1 2022

Apr 29, 2022

SELL
$57.88 - $62.85 $37,969 - $41,229
-656 Reduced 20.79%
2,500 $157,000
Q4 2021

Jan 18, 2022

BUY
$52.3 - $59.21 $57,843 - $65,486
1,106 Added 53.95%
3,156 $187,000
Q3 2021

Nov 04, 2021

BUY
$52.47 - $57.48 $4,459 - $4,885
85 Added 4.33%
2,050 $108,000
Q2 2021

Aug 03, 2021

SELL
$52.51 - $56.24 $73,514 - $78,736
-1,400 Reduced 41.6%
1,965 $106,000
Q1 2021

May 10, 2021

SELL
$48.15 - $53.85 $6,981 - $7,808
-145 Reduced 4.13%
3,365 $177,000
Q4 2020

Jan 27, 2021

BUY
$47.96 - $54.84 $168,339 - $192,488
3,510 New
3,510 $193,000

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 $272B
  • 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
Track This Portfolio

Track Accel Wealth Management Portfolio

Follow Accel Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.