A detailed history of Confluence Wealth Services, Inc. transactions in Coca Cola CO stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 18,865 shares of KO stock, worth $1.18 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
18,865
Previous 18,059 4.46%
Holding current value
$1.18 Million
Previous $1.15 Million 17.93%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Oct 29, 2024

BUY
$62.69 - $73.01 $50,528 - $58,846
806 Added 4.46%
18,865 $1.36 Million
Q2 2024

Jul 31, 2024

BUY
$58.06 - $64.15 $222,718 - $246,079
3,836 Added 26.97%
18,059 $1.15 Million
Q1 2024

Apr 22, 2024

SELL
$58.91 - $61.24 $232,399 - $241,591
-3,945 Reduced 21.71%
14,223 $870,000
Q4 2023

Jan 25, 2024

BUY
$52.38 - $59.93 $93,655 - $107,154
1,788 Added 10.92%
18,168 $1.07 Million
Q3 2023

Nov 01, 2023

SELL
$55.81 - $63.05 $11,162 - $12,610
-200 Reduced 1.21%
16,380 $916,000
Q2 2023

Aug 01, 2023

SELL
$59.66 - $64.3 $122,780 - $132,329
-2,058 Reduced 11.04%
16,580 $998,000
Q1 2023

May 11, 2023

BUY
$58.86 - $63.4 $73,751 - $79,440
1,253 Added 7.21%
18,638 $1.16 Million
Q4 2022

Feb 10, 2023

BUY
$54.39 - $64.37 $22,898 - $27,099
421 Added 2.48%
17,385 $1.11 Million
Q3 2022

Nov 08, 2022

SELL
$56.02 - $65.22 $580,591 - $675,940
-10,364 Reduced 37.92%
16,964 $950,000
Q2 2022

Aug 15, 2022

BUY
$59.07 - $66.21 $218,440 - $244,844
3,698 Added 15.65%
27,328 $1.73 Million
Q1 2022

Apr 26, 2022

SELL
$57.88 - $62.85 $62,568 - $67,940
-1,081 Reduced 4.37%
23,630 $1.47 Million
Q4 2021

Feb 10, 2022

BUY
$52.3 - $59.21 $1.29 Million - $1.46 Million
24,711 New
24,711 $1.46 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
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