Benchmark Financial Wealth Advisors, LLC Coca Cola CO Transaction History

Benchmark Financial Wealth Advisors, LLC

$299 Million
Q3 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 6,588 shares of KO stock, worth $406,743. This represents 0.16% of its overall portfolio holdings.

Number of Shares

6,588

Previous 6,396 3.0%

Holding current value

$406,743

Previous $407,000 16.22%

% of portfolio

0.16%

Previous 0.15%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$62.69 - $73.01 $12,036 - $14,017	192 Added 3.0%	6,588 $473,000
Q2 2024 Jul 23, 2024	BUY	$58.06 - $64.15 $56,027 - $61,904	965 Added 17.77%	6,396 $407,000
Q1 2024 Apr 22, 2024	BUY	$58.91 - $61.24 $68,689 - $71,405	1,166 Added 27.34%	5,431 $332,000
Q4 2023 Jan 23, 2024	BUY	$52.38 - $59.93 $15,661 - $17,919	299 Added 7.54%	4,265 $251,000
Q3 2023 Oct 13, 2023	SELL	$55.81 - $63.05 $14,510 - $16,393	-260 Reduced 6.15%	3,966 $222,000
Q2 2023 Jul 25, 2023	SELL	$59.66 - $64.3 $15,392 - $16,589	-258 Reduced 5.75%	4,226 $254,000
Q1 2023 Apr 28, 2023	SELL	$58.86 - $63.4 $52,385 - $56,426	-890 Reduced 16.56%	4,484 $278,000
Q4 2022 Jan 23, 2023	SELL	$54.39 - $64.37 $42,478 - $50,272	-781 Reduced 12.69%	5,374 $0
Q3 2022 Nov 01, 2022	BUY	$56.02 - $65.22 $79,884 - $93,003	1,426 Added 30.15%	6,155 $345,000
Q2 2022 Jul 22, 2022	BUY	$59.07 - $66.21 $45,306 - $50,783	767 Added 19.36%	4,729 $297,000
Q1 2022 Apr 22, 2022	BUY	$57.88 - $62.85 $10,360 - $11,250	179 Added 4.73%	3,962 $246,000
Q4 2021 Jan 26, 2022	BUY	$52.3 - $59.21 $197,850 - $223,991	3,783 New	3,783 $224,000
Q3 2021 Oct 26, 2021	SELL	$52.47 - $57.48 $241,676 - $264,752	-4,606 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$52.51 - $56.24 $42,165 - $45,160	803 Added 21.11%	4,606 $249,000
Q1 2021 Apr 26, 2021	SELL	$48.15 - $53.85 $4,429 - $4,954	-92 Reduced 2.36%	3,803 $200,000
Q4 2020 Jan 20, 2021	SELL	$47.96 - $54.84 $8,345 - $9,542	-174 Reduced 4.28%	3,895 $214,000
Q3 2020 Oct 15, 2020	SELL	$43.91 - $51.19 $65,733 - $76,631	-1,497 Reduced 26.9%	4,069 $201,000
Q2 2020 Jul 21, 2020	BUY	$42.12 - $49.85 $234,439 - $277,465	5,566 New	5,566 $249,000

Others Institutions Holding KO

# of Institutions

3,437

Shares Held

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 $267B
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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Benchmark Financial Wealth Advisors, LLC Coca Cola CO Transaction History