Baker Tilly Wealth Management, LLC Coca Cola CO Transaction History

Baker Tilly Wealth Management, LLC

$220 Million
Q3 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 16,951 shares of KO stock, worth $1.07 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

16,951

Previous 16,242 4.37%

Holding current value

$1.07 Million

Previous $1.03 Million 17.91%

% of portfolio

0.55%

Previous 0.43%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$62.69 - $73.01 $44,447 - $51,764	709 Added 4.37%	16,951 $1.22 Million
Q2 2024 Jul 18, 2024	SELL	$58.06 - $64.15 $1.47 Million - $1.62 Million	-25,308 Reduced 60.91%	16,242 $1.03 Million
Q1 2024 May 09, 2024	BUY	$58.91 - $61.24 $62,680 - $65,159	1,064 Added 2.63%	41,550 $2.54 Million
Q4 2023 Jan 10, 2024	SELL	$52.38 - $59.93 $208,053 - $238,041	-3,972 Reduced 8.93%	40,486 $2.39 Million
Q3 2023 Oct 10, 2023	SELL	$55.81 - $63.05 $1.86 Million - $2.1 Million	-33,322 Reduced 42.84%	44,458 $2.49 Million
Q2 2023 Jul 20, 2023	BUY	$59.66 - $64.3 $201,113 - $216,755	3,371 Added 4.53%	77,780 $4.68 Million
Q1 2023 Apr 12, 2023	BUY	$58.86 - $63.4 $49,206 - $53,002	836 Added 1.14%	74,409 $4.62 Million
Q4 2022 Jan 26, 2023	BUY	$54.39 - $64.37 $97,956 - $115,930	1,801 Added 2.51%	73,573 $0
Q3 2022 Oct 20, 2022	BUY	$56.02 - $65.22 $276,122 - $321,469	4,929 Added 7.37%	71,772 $4.02 Million
Q2 2022 Jul 28, 2022	SELL	$59.07 - $66.21 $148,265 - $166,187	-2,510 Reduced 3.62%	66,843 $4.21 Million
Q1 2022 Apr 27, 2022	BUY	$57.88 - $62.85 $289,978 - $314,878	5,010 Added 7.79%	69,353 $4.3 Million
Q4 2021 Feb 08, 2022	BUY	$52.3 - $59.21 $365,210 - $413,463	6,983 Added 12.17%	64,343 $3.81 Million
Q3 2021 Nov 02, 2021	BUY	$52.47 - $57.48 $522,706 - $572,615	9,962 Added 21.02%	57,360 $3.01 Million
Q2 2021 Jul 30, 2021	BUY	$52.51 - $56.24 $292,008 - $312,750	5,561 Added 13.29%	47,398 $2.57 Million
Q1 2021 Apr 28, 2021	BUY	$48.15 - $53.85 $888,415 - $993,586	18,451 Added 78.9%	41,837 $2.21 Million
Q4 2020 Feb 03, 2021	BUY	$47.96 - $54.84 $1.12 Million - $1.28 Million	23,386 New	23,386 $1.28 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 $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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Baker Tilly Wealth Management, LLC Coca Cola CO Transaction History