A detailed history of Cassaday & CO Wealth Management LLC transactions in Coca Cola CO stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 10,830 shares of KO stock, worth $778,243. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,830
Previous 10,589 2.28%
Holding current value
$778,243
Previous $647,000 6.49%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 30, 2024

BUY
$58.06 - $64.15 $13,992 - $15,460
241 Added 2.28%
10,830 $689,000
Q1 2024

May 08, 2024

BUY
$58.91 - $61.24 $6,185 - $6,430
105 Added 1.0%
10,589 $647,000
Q4 2023

Feb 09, 2024

SELL
$52.38 - $59.93 $261 - $299
-5 Reduced 0.05%
10,484 $617,000
Q3 2023

Nov 06, 2023

BUY
$55.81 - $63.05 $79,975 - $90,350
1,433 Added 15.82%
10,489 $587,000
Q2 2023

Aug 07, 2023

SELL
$59.66 - $64.3 $65,924 - $71,051
-1,105 Reduced 10.87%
9,056 $545,000
Q1 2023

May 03, 2023

SELL
$58.86 - $63.4 $9,476 - $10,207
-161 Reduced 1.56%
10,161 $630,000
Q4 2022

Feb 07, 2023

BUY
$54.39 - $64.37 $561,413 - $664,427
10,322 New
10,322 $0

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 $311B
  • 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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