A detailed history of Cassady Schiller Wealth Management, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 4,472 shares of KO stock, worth $276,101. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,472
Previous 4,472 -0.0%
Holding current value
$276,101
Previous $284,000 13.03%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Aug 12, 2024

SELL
$58.06 - $64.15 $83,954 - $92,760
-1,446 Reduced 24.43%
4,472 $284,000
Q1 2024

May 13, 2024

BUY
$58.91 - $61.24 $79,528 - $82,674
1,350 Added 29.55%
5,918 $362,000
Q4 2023

Feb 09, 2024

BUY
$52.38 - $59.93 $12,990 - $14,862
248 Added 5.74%
4,568 $269,000
Q3 2023

Nov 09, 2023

BUY
$55.81 - $63.05 $7,199 - $8,133
129 Added 3.08%
4,320 $241,000
Q2 2023

Aug 10, 2023

SELL
$59.66 - $64.3 $3,221 - $3,472
-54 Reduced 1.27%
4,191 $252,000
Q1 2023

May 12, 2023

SELL
$58.86 - $63.4 $3,531 - $3,804
-60 Reduced 1.39%
4,245 $263,000
Q4 2022

May 16, 2023

SELL
$54.39 - $64.37 $21,266 - $25,168
-391 Reduced 9.21%
3,854 $245,000
Q4 2022

Feb 13, 2023

BUY
$54.39 - $64.37 $2,066 - $2,446
38 Added 0.89%
4,305 $273,000
Q3 2022

Nov 09, 2022

BUY
$56.02 - $65.22 $168 - $195
3 Added 0.07%
4,267 $239,000
Q2 2022

Aug 11, 2022

BUY
$59.07 - $66.21 $118 - $132
2 Added 0.05%
4,264 $268,000
Q1 2022

May 12, 2022

BUY
$57.88 - $62.85 $98,685 - $107,159
1,705 Added 66.68%
4,262 $264,000
Q4 2021

Feb 09, 2022

BUY
$52.3 - $59.21 $133,731 - $151,399
2,557 New
2,557 $151,000

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 $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...
More about KO
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