Avantax Planning Partners, Inc. Coca Cola CO Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

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 164,282 shares of KO stock, worth $10.3 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

164,282

Previous 204,571 19.69%

Holding current value

$10.3 Million

Previous $13 Million 9.33%

% of portfolio

0.43%

Previous 0.42%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$62.69 - $73.01 $2.53 Million - $2.94 Million	-40,289 Reduced 19.69%	164,282 $11.8 Million
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

# of Institutions

3,442

Shares Held

2.99B

Call Options Held

26.8M

Put Options Held

21.5M

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 $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...

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Avantax Planning Partners, Inc. Coca Cola CO Transaction History