A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 32,604 shares of KO stock, worth $2.04 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
32,604
Previous 32,210 1.22%
Holding current value
$2.04 Million
Previous $2.05 Million 14.24%
% of portfolio
0.05%
Previous 0.04%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$62.69 - $73.01 $24,699 - $28,765
394 Added 1.22%
32,604 $2.34 Million
Q2 2024

Jul 11, 2024

BUY
$58.06 - $64.15 $16,489 - $18,218
284 Added 0.89%
32,210 $2.05 Million
Q1 2024

May 02, 2024

BUY
$58.91 - $61.24 $648 - $673
11 Added 0.03%
31,926 $1.95 Million
Q4 2023

Jan 16, 2024

BUY
$52.38 - $59.93 $620,807 - $710,290
11,852 Added 59.07%
31,915 $1.88 Million
Q3 2023

Oct 13, 2023

SELL
$55.81 - $63.05 $618,374 - $698,594
-11,080 Reduced 35.58%
20,063 $1.12 Million
Q2 2023

Jul 14, 2023

BUY
$59.66 - $64.3 $546,187 - $588,666
9,155 Added 41.64%
31,143 $1.88 Million
Q1 2023

Apr 12, 2023

BUY
$58.86 - $63.4 $21,425 - $23,077
364 Added 1.68%
21,988 $1.36 Million
Q4 2022

Jan 19, 2023

BUY
$54.39 - $64.37 $69,401 - $82,136
1,276 Added 6.27%
21,624 $0
Q3 2022

Oct 12, 2022

BUY
$56.02 - $65.22 $30,867 - $35,936
551 Added 2.78%
20,348 $1.14 Million
Q2 2022

Jul 08, 2022

BUY
$59.07 - $66.21 $21,737 - $24,365
368 Added 1.89%
19,797 $1.25 Million
Q1 2022

Apr 27, 2022

SELL
$57.88 - $62.85 $175,839 - $190,938
-3,038 Reduced 13.52%
19,429 $1.21 Million
Q4 2021

Jan 26, 2022

BUY
$52.3 - $59.21 $238,121 - $269,583
4,553 Added 25.42%
22,467 $1.33 Million
Q3 2021

Nov 02, 2021

BUY
$52.47 - $57.48 $939,947 - $1.03 Million
17,914 New
17,914 $940,000
Q3 2021

Oct 14, 2021

SELL
$52.47 - $57.48 $925,570 - $1.01 Million
-17,640 Closed
0 $0
Q2 2021

Jul 21, 2021

BUY
$52.51 - $56.24 $5,303 - $5,680
101 Added 0.58%
17,640 $954,000
Q1 2021

May 24, 2021

SELL
$48.15 - $53.85 $160,628 - $179,643
-3,336 Reduced 15.98%
17,539 $924,000
Q4 2020

Jan 14, 2021

SELL
$47.96 - $54.84 $72,611 - $83,027
-1,514 Reduced 6.76%
20,875 $1.15 Million
Q3 2020

Oct 13, 2020

SELL
$43.91 - $51.19 $135,594 - $158,074
-3,088 Reduced 12.12%
22,389 $1.11 Million
Q2 2020

Jul 16, 2020

SELL
$42.12 - $49.85 $291,091 - $344,513
-6,911 Reduced 21.34%
25,477 $1.14 Million
Q4 2019

Jan 29, 2020

BUY
$51.71 - $55.35 $375,259 - $401,674
7,257 Added 28.88%
32,388 $1.79 Million
Q3 2019

Oct 07, 2019

BUY
$51.22 - $55.77 $568,132 - $618,600
11,092 Added 79.01%
25,131 $1.37 Million
Q2 2019

Jul 17, 2019

SELL
$46.18 - $51.92 $224,342 - $252,227
-4,858 Reduced 25.71%
14,039 $715,000
Q1 2019

Apr 09, 2019

SELL
$44.69 - $49.79 $1.24 Million - $1.38 Million
-27,806 Reduced 59.54%
18,897 $886,000
Q4 2018

Jan 22, 2019

SELL
$44.64 - $50.51 $669 - $757
-15 Reduced 0.03%
46,703 $2.21 Million
Q3 2018

Nov 05, 2018

BUY
$43.75 - $46.73 $3,981 - $4,252
91 Added 0.2%
46,718 $2.16 Million
Q2 2018

Jul 23, 2018

BUY
$41.55 - $44.88 $53,433 - $57,715
1,286 Added 2.84%
46,627 $2.05 Million
Q1 2018

Apr 26, 2018

BUY
$42.33 - $48.53 $36,446 - $41,784
861 Added 1.94%
45,341 $1.97 Million
Q4 2017

Jan 31, 2018

SELL
$44.8 - $47.43 $728,448 - $771,211
-16,260 Reduced 26.77%
44,480 $2.04 Million
Q3 2017

Nov 06, 2017

BUY
$44.64 - $46.87 $2.71 Million - $2.85 Million
60,740
60,740 $2.73 Million

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 $270B
  • 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
Track This Portfolio

Track Cliftonlarsonallen Wealth Advisors, LLC Portfolio

Follow Cliftonlarsonallen Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.