A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Coca Cola CO stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 4,522 shares of KO stock, worth $316,087. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,522
Previous 4,848 6.72%
Holding current value
$316,087
Previous $296,000 3.04%
% of portfolio
0.18%
Previous 0.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$58.06 - $64.15 $18,927 - $20,912
-326 Reduced 6.72%
4,522 $287,000
Q1 2024

May 07, 2024

SELL
$58.91 - $61.24 $16,494 - $17,147
-280 Reduced 5.46%
4,848 $296,000
Q4 2023

Feb 08, 2024

SELL
$52.38 - $59.93 $119,112 - $136,280
-2,274 Reduced 30.72%
5,128 $302,000
Q3 2023

Nov 09, 2023

BUY
$55.81 - $63.05 $112,233 - $126,793
2,011 Added 37.3%
7,402 $414,000
Q2 2023

Aug 01, 2023

BUY
$59.66 - $64.3 $57,929 - $62,435
971 Added 21.97%
5,391 $324,000
Q1 2023

Apr 26, 2023

SELL
$58.86 - $63.4 $2,648 - $2,853
-45 Reduced 1.01%
4,420 $274,000
Q4 2022

Feb 06, 2023

BUY
$54.39 - $64.37 $6,254 - $7,402
115 Added 2.64%
4,465 $284,000
Q3 2022

Nov 09, 2022

SELL
$56.02 - $65.22 $3,865 - $4,500
-69 Reduced 1.56%
4,350 $244,000
Q2 2022

Aug 02, 2022

BUY
$59.07 - $66.21 $1,417 - $1,589
24 Added 0.55%
4,419 $278,000
Q1 2022

May 05, 2022

BUY
$57.88 - $62.85 $463 - $502
8 Added 0.18%
4,395 $272,000
Q4 2021

Feb 10, 2022

BUY
$52.3 - $59.21 $229,440 - $259,754
4,387 New
4,387 $260,000

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 $302B
  • 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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