A detailed history of Compass Ion Advisors, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 10,053 shares of KO stock, worth $621,074. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,053
Previous 10,430 3.61%
Holding current value
$621,074
Previous $663,000 8.9%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 18, 2024

SELL
$62.69 - $73.01 $23,634 - $27,524
-377 Reduced 3.61%
10,053 $722,000
Q4 2023

Jan 23, 2024

BUY
$52.38 - $59.93 $6,233 - $7,131
119 Added 1.15%
10,430 $614,000
Q3 2023

Nov 02, 2023

BUY
$55.81 - $63.05 $575,456 - $650,108
10,311 New
10,311 $577,000

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
Track This Portfolio

Track Compass Ion Advisors, LLC Portfolio

Follow Compass Ion 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 Compass Ion Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compass Ion Advisors, LLC with notifications on news.