Avantax Advisory Services, Inc. Coca Cola CO Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Coca Cola CO stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 248,660 shares of KO stock, worth $15.7 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

248,660

Previous 223,758 11.13%

Holding current value

$15.7 Million

Previous $13.2 Million 15.37%

% of portfolio

0.14%

Previous 0.13%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$58.91 - $61.24 $1.47 Million - $1.52 Million	24,902 Added 11.13%	248,660 $15.2 Million
Q4 2023 Feb 07, 2024	BUY	$52.38 - $59.93 $815,294 - $932,810	15,565 Added 7.48%	223,758 $13.2 Million
Q3 2023 Nov 07, 2023	BUY	$55.81 - $63.05 $511,052 - $577,348	9,157 Added 4.6%	208,193 $11.7 Million
Q2 2023 Aug 11, 2023	BUY	$59.66 - $64.3 $1.03 Million - $1.11 Million	17,186 Added 9.45%	199,036 $12 Million
Q1 2023 Apr 28, 2023	BUY	$58.86 - $63.4 $1.87 Million - $2.02 Million	31,785 Added 21.18%	181,850 $11.3 Million

Q4 2022 Feb 13, 2023	BUY	$54.39 - $64.37 $657,194 - $777,782	12,083 Added 8.76%	150,065 $9.55 Million
Q3 2022 Nov 01, 2022	BUY	$56.02 - $65.22 $467,542 - $544,326	8,346 Added 6.44%	137,982 $7.73 Million
Q2 2022 Aug 02, 2022	BUY	$59.07 - $66.21 $564,295 - $632,504	9,553 Added 7.96%	129,636 $8.16 Million
Q1 2022 Apr 27, 2022	BUY	$57.88 - $62.85 $666,719 - $723,969	11,519 Added 10.61%	120,083 $7.43 Million
Q4 2021 Jan 24, 2022	BUY	$52.3 - $59.21 $605,267 - $685,237	11,573 Added 11.93%	108,564 $6.43 Million
Q3 2021 Oct 21, 2021	BUY	$52.47 - $57.48 $558,962 - $612,334	10,653 Added 12.34%	96,991 $5.09 Million
Q2 2021 Jul 29, 2021	SELL	$52.51 - $56.24 $8,559 - $9,167	-163 Reduced 0.19%	86,338 $4.67 Million
Q1 2021 May 13, 2021	BUY	$48.15 - $53.85 $640,587 - $716,420	13,304 Added 18.18%	86,501 $4.55 Million
Q4 2020 Jan 22, 2021	SELL	$47.96 - $54.84 $5.15 Million - $5.89 Million	-107,328 Reduced 59.45%	73,197 $4.01 Million
Q3 2020 Oct 14, 2020	BUY	$43.91 - $51.19 $5 Million - $5.83 Million	113,840 Added 170.71%	180,525 $8.91 Million
Q2 2020 Aug 06, 2020	SELL	$42.12 - $49.85 $38,034 - $45,014	-903 Reduced 1.34%	66,685 $2.97 Million
Q1 2020 Apr 30, 2020	SELL	$37.56 - $60.13 $71,476 - $114,427	-1,903 Reduced 2.74%	67,588 $2.98 Million
Q4 2019 Feb 14, 2020	BUY	$51.71 - $55.35 $1.12 Million - $1.2 Million	21,627 Added 45.18%	69,491 $3.85 Million
Q3 2019 Nov 08, 2019	BUY	$51.22 - $55.77 $117,652 - $128,103	2,297 Added 5.04%	47,864 $2.6 Million
Q2 2019 Aug 06, 2019	BUY	$46.18 - $51.92 $113,833 - $127,982	2,465 Added 5.72%	45,567 $2.32 Million
Q1 2019 May 13, 2019	BUY	$44.69 - $49.79 $223,539 - $249,049	5,002 Added 13.13%	43,102 $2.02 Million
Q4 2018 Feb 13, 2019	BUY	$44.64 - $50.51 $1.7 Million - $1.92 Million	38,100 New	38,100 $1.8 Million

Others Institutions Holding KO

# of Institutions

3,207

Shares Held

2.92B

Call Options Held

25M

Put Options Held

21.4M

View Full List

About COCA COLA CO

Ticker KO
Exchange NYSE
Sector Consumer Defensive
Industry Beverages—Non-Alcoholic
Shares Outstandng 4,324,510,208
Market Cap $274B
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...

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Avantax Advisory Services, Inc. Coca Cola CO Transaction History