A detailed history of Archetype Wealth Partners transactions in Coca Cola CO stock. As of the latest transaction made, Archetype Wealth Partners holds 6,140 shares of KO stock, worth $398,854. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,140
Previous 6,903 11.05%
Holding current value
$398,854
Previous $407,000 7.62%
% of portfolio
0.06%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$58.91 - $61.24 $44,948 - $46,726
-763 Reduced 11.05%
6,140 $376,000
Q4 2023

Feb 14, 2024

SELL
$52.38 - $59.93 $2,147 - $2,457
-41 Reduced 0.59%
6,903 $407,000
Q3 2023

Nov 13, 2023

SELL
$55.81 - $63.05 $3,404 - $3,846
-61 Reduced 0.87%
6,944 $389,000
Q2 2023

Aug 14, 2023

SELL
$59.66 - $64.3 $1,491 - $1,607
-25 Reduced 0.36%
7,005 $422,000
Q1 2023

May 10, 2023

SELL
$58.86 - $63.4 $58,330 - $62,829
-991 Reduced 12.36%
7,030 $436,000
Q4 2022

Feb 14, 2023

BUY
$54.39 - $64.37 $102,361 - $121,144
1,882 Added 30.66%
8,021 $510,000
Q3 2022

Nov 14, 2022

SELL
$56.02 - $65.22 $18,934 - $22,044
-338 Reduced 5.22%
6,139 $344,000
Q2 2022

Aug 15, 2022

BUY
$59.07 - $66.21 $19,965 - $22,378
338 Added 5.51%
6,477 $407,000
Q3 2021

Nov 12, 2021

SELL
$52.47 - $57.48 $1,049 - $1,149
-20 Reduced 0.32%
6,139 $322,000
Q2 2021

Aug 13, 2021

BUY
$52.51 - $56.24 $52 - $56
1 Added 0.02%
6,159 $333,000
Q2 2020

Aug 13, 2020

BUY
$42.12 - $49.85 $259,374 - $306,976
6,158 New
6,158 $275,000

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 $281B
  • 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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