A detailed history of Concentric Wealth Management, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 5,019 shares of KO stock, worth $350,828. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,019
Previous 5,003 0.32%
Holding current value
$350,828
Previous $306,000 4.25%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Aug 13, 2024

BUY
$58.06 - $64.15 $928 - $1,026
16 Added 0.32%
5,019 $319,000
Q4 2023

Feb 14, 2024

BUY
$52.38 - $59.93 $52 - $59
1 Added 0.02%
5,003 $294,000
Q1 2022

Apr 14, 2022

BUY
$57.88 - $62.85 $115 - $125
2 Added 0.04%
5,002 $310,000
Q3 2020

Nov 12, 2020

SELL
$43.91 - $51.19 $5,137 - $5,989
-117 Reduced 2.29%
5,000 $247,000
Q3 2017

Nov 07, 2017

BUY
$44.64 - $46.87 $228,422 - $239,833
5,117
5,117 $230,000

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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