A detailed history of Beta Wealth Group, Inc. transactions in Coca Cola CO stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 7,212 shares of KO stock, worth $459,043. This represents 0.23% of its overall portfolio holdings.

Number of Shares
7,212
Previous 7,112 1.41%
Holding current value
$459,043
Previous $419,000 5.25%
% of portfolio
0.23%
Previous 0.24%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$58.91 - $61.24 $5,891 - $6,124
100 Added 1.41%
7,212 $441,000
Q4 2023

Feb 09, 2024

BUY
$52.38 - $59.93 $5,761 - $6,592
110 Added 1.57%
7,112 $419,000
Q3 2023

Nov 13, 2023

BUY
$55.81 - $63.05 $5,692 - $6,431
102 Added 1.48%
7,002 $391,000
Q2 2023

Aug 11, 2023

BUY
$59.66 - $64.3 $53,694 - $57,870
900 Added 15.0%
6,900 $415,000
Q1 2023

May 09, 2023

BUY
$58.86 - $63.4 $29,430 - $31,700
500 Added 9.09%
6,000 $372,000
Q4 2022

Feb 10, 2023

BUY
$54.39 - $64.37 $21,756 - $25,748
400 Added 7.84%
5,500 $349,000
Q3 2022

Nov 01, 2022

BUY
$56.02 - $65.22 $11,204 - $13,044
200 Added 4.08%
5,100 $286,000
Q2 2022

Aug 05, 2022

BUY
$59.07 - $66.21 $11,814 - $13,241
200 Added 4.26%
4,900 $308,000
Q1 2022

May 12, 2022

BUY
$57.88 - $62.85 $272,036 - $295,395
4,700 New
4,700 $291,000

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 $275B
  • 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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