A detailed history of Bordeaux Wealth Advisors LLC transactions in Coca Cola CO stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 4,155 shares of KO stock, worth $264,922. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,155
Previous 7,368 43.61%
Holding current value
$264,922
Previous $434,000 41.47%
% of portfolio
0.08%
Previous 0.15%

Shares

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

Apr 29, 2024

SELL
$58.91 - $61.24 $189,277 - $196,764
-3,213 Reduced 43.61%
4,155 $254,000
Q4 2023

Feb 06, 2024

BUY
$52.38 - $59.93 $18,542 - $21,215
354 Added 5.05%
7,368 $434,000
Q3 2023

Oct 27, 2023

SELL
$55.81 - $63.05 $165,811 - $187,321
-2,971 Reduced 29.75%
7,014 $392,000
Q2 2023

Aug 09, 2023

BUY
$59.66 - $64.3 $8,292 - $8,937
139 Added 1.41%
9,985 $601,000
Q1 2023

May 04, 2023

BUY
$58.86 - $63.4 $11,477 - $12,363
195 Added 2.02%
9,846 $610,000
Q4 2022

Feb 13, 2023

SELL
$54.39 - $64.37 $36,223 - $42,870
-666 Reduced 6.46%
9,651 $613,000
Q3 2022

Nov 04, 2022

BUY
$56.02 - $65.22 $51,258 - $59,676
915 Added 9.73%
10,317 $578,000
Q2 2022

Jul 28, 2022

SELL
$59.07 - $66.21 $25,695 - $28,801
-435 Reduced 4.42%
9,402 $591,000
Q1 2022

May 03, 2022

BUY
$57.88 - $62.85 $18,868 - $20,489
326 Added 3.43%
9,837 $610,000
Q4 2021

Jan 27, 2022

BUY
$52.3 - $59.21 $575 - $651
11 Added 0.12%
9,511 $563,000
Q3 2021

Nov 08, 2021

BUY
$52.47 - $57.48 $20,988 - $22,992
400 Added 4.4%
9,500 $498,000
Q1 2021

Apr 26, 2021

SELL
$48.15 - $53.85 $23,545 - $26,332
-489 Reduced 5.1%
9,100 $480,000
Q4 2020

Feb 04, 2021

BUY
$47.96 - $54.84 $459,888 - $525,860
9,589 New
9,589 $526,000

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 $276B
  • 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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