A detailed history of Avantax Planning Partners, Inc. transactions in Coca Cola CO stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 204,571 shares of KO stock, worth $14.3 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
204,571
Previous 200,081 2.24%
Holding current value
$14.3 Million
Previous $12.2 Million 6.37%
% of portfolio
0.42%
Previous 0.4%

Shares

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

Aug 09, 2024

BUY
$58.06 - $64.15 $260,689 - $288,033
4,490 Added 2.24%
204,571 $13 Million
Q1 2024

May 02, 2024

BUY
$58.91 - $61.24 $5.24 Million - $5.45 Million
88,974 Added 80.08%
200,081 $12.2 Million
Q4 2023

Feb 09, 2024

SELL
$52.38 - $59.93 $42,794 - $48,962
-817 Reduced 0.73%
111,107 $6.55 Million
Q3 2023

Nov 03, 2023

BUY
$55.81 - $63.05 $54,526 - $61,599
977 Added 0.88%
111,924 $6.27 Million
Q2 2023

Jul 17, 2023

SELL
$59.66 - $64.3 $21,417 - $23,083
-359 Reduced 0.32%
110,947 $6.68 Million
Q1 2023

Apr 20, 2023

SELL
$58.86 - $63.4 $236,617 - $254,868
-4,020 Reduced 3.49%
111,306 $6.9 Million
Q4 2022

Feb 09, 2023

SELL
$54.39 - $64.37 $77,560 - $91,791
-1,426 Reduced 1.22%
115,326 $7.34 Million
Q3 2022

Oct 14, 2022

BUY
$56.02 - $65.22 $52,434 - $61,045
936 Added 0.81%
116,752 $6.54 Million
Q2 2022

Jul 18, 2022

BUY
$59.07 - $66.21 $219,681 - $246,234
3,719 Added 3.32%
115,816 $7.29 Million
Q1 2022

May 09, 2022

BUY
$57.88 - $62.85 $103,836 - $112,752
1,794 Added 1.63%
112,097 $6.95 Million
Q4 2021

Jan 28, 2022

BUY
$52.3 - $59.21 $830,419 - $940,136
15,878 Added 16.82%
110,303 $6.53 Million
Q3 2021

Oct 27, 2021

BUY
$52.47 - $57.48 $192,669 - $211,066
3,672 Added 4.05%
94,425 $4.95 Million
Q2 2021

Aug 10, 2021

BUY
$52.51 - $56.24 $550,829 - $589,957
10,490 Added 13.07%
90,753 $4.91 Million
Q1 2021

May 06, 2021

SELL
$48.15 - $53.85 $314,467 - $351,694
-6,531 Reduced 7.52%
80,263 $4.23 Million
Q4 2020

Feb 04, 2021

SELL
$47.96 - $54.84 $856,997 - $979,935
-17,869 Reduced 17.07%
86,794 $4.76 Million
Q3 2020

Oct 28, 2020

SELL
$43.91 - $51.19 $119,435 - $139,236
-2,720 Reduced 2.53%
104,663 $5.17 Million
Q2 2020

Jul 15, 2020

BUY
$42.12 - $49.85 $618,279 - $731,748
14,679 Added 15.83%
107,383 $4.8 Million
Q1 2020

Apr 27, 2020

BUY
$37.56 - $60.13 $1 Million - $1.6 Million
26,682 Added 40.41%
92,704 $4.1 Million
Q4 2019

Jan 15, 2020

SELL
$51.71 - $55.35 $49,279 - $52,748
-953 Reduced 1.42%
66,022 $3.65 Million
Q3 2019

Nov 08, 2019

BUY
$51.22 - $55.77 $55,215 - $60,120
1,078 Added 1.64%
66,975 $3.65 Million
Q2 2019

Aug 07, 2019

SELL
$46.18 - $51.92 $8,450 - $9,501
-183 Reduced 0.28%
65,897 $3.43 Million
Q1 2019

May 08, 2019

BUY
$44.69 - $49.79 $262,196 - $292,117
5,867 Added 9.74%
66,080 $3.1 Million
Q4 2018

Feb 14, 2019

SELL
$44.64 - $50.51 $83,298 - $94,251
-1,866 Reduced 3.01%
60,213 $2.85 Million
Q3 2018

Nov 13, 2018

BUY
$43.75 - $46.73 $84,131 - $89,861
1,923 Added 3.2%
62,079 $2.87 Million
Q2 2018

Aug 13, 2018

SELL
$41.55 - $44.88 $165,992 - $179,295
-3,995 Reduced 6.23%
60,156 $2.64 Million
Q1 2018

May 15, 2018

SELL
$42.33 - $48.53 $217,195 - $249,007
-5,131 Reduced 7.41%
64,151 $2.78 Million
Q4 2017

Feb 09, 2018

SELL
$44.8 - $47.43 $1.68 Million - $1.77 Million
-37,409 Reduced 35.06%
69,282 $3.18 Million
Q3 2017

Oct 19, 2017

BUY
$44.64 - $46.87 $4.76 Million - $5 Million
106,691
106,691 $4.8 Million

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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