A detailed history of Act Wealth Management, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Act Wealth Management, LLC holds 3,540 shares of KO stock, worth $221,427. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,540
Previous 3,510 0.85%
Holding current value
$221,427
Previous $223,000 13.9%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 08, 2024

BUY
$62.69 - $73.01 $1,880 - $2,190
30 Added 0.85%
3,540 $254,000
Q2 2024

Jul 11, 2024

BUY
$58.06 - $64.15 $6,386 - $7,056
110 Added 3.24%
3,510 $223,000
Q1 2024

Apr 09, 2024

SELL
$58.91 - $61.24 $2,002 - $2,082
-34 Reduced 0.99%
3,400 $208,000
Q4 2023

Jan 17, 2024

BUY
$52.38 - $59.93 $179,872 - $205,799
3,434 New
3,434 $202,000
Q2 2023

Jul 14, 2023

SELL
$59.66 - $64.3 $4,832 - $5,208
-81 Reduced 2.33%
3,400 $204,000
Q1 2023

Apr 13, 2023

BUY
$58.86 - $63.4 $4,237 - $4,564
72 Added 2.11%
3,481 $215,000
Q4 2022

Jan 19, 2023

BUY
$54.39 - $64.37 $185,415 - $219,437
3,409 New
3,409 $0
Q2 2022

Jul 08, 2022

SELL
$59.07 - $66.21 $6,497 - $7,283
-110 Reduced 3.29%
3,230 $203,000
Q1 2022

Apr 12, 2022

BUY
$57.88 - $62.85 $193,319 - $209,919
3,340 New
3,340 $207,000

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 $270B
  • 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 Act Wealth Management, LLC Portfolio

Follow Act Wealth Management, LLC 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 Act Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Act Wealth Management, LLC with notifications on news.