A detailed history of Congress Wealth Management LLC transactions in Coca Cola CO stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,041,333 shares of KO stock, worth $65.9 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
1,041,333
Previous 1,213,818 14.21%
Holding current value
$65.9 Million
Previous $71.5 Million 10.94%
% of portfolio
1.13%
Previous 1.34%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

SELL
$58.91 - $61.24 $10.2 Million - $10.6 Million
-172,485 Reduced 14.21%
1,041,333 $63.7 Million
Q4 2023

Feb 09, 2024

BUY
$52.38 - $59.93 $9.28 Million - $10.6 Million
177,232 Added 17.1%
1,213,818 $71.5 Million
Q3 2023

Oct 30, 2023

SELL
$55.81 - $63.05 $17,301 - $19,545
-310 Reduced 0.03%
1,036,586 $58 Million
Q2 2023

Jul 13, 2023

BUY
$59.66 - $64.3 $6,085 - $6,558
102 Added 0.01%
1,036,896 $62.4 Million
Q1 2023

Apr 14, 2023

SELL
$58.86 - $63.4 $47,558 - $51,227
-808 Reduced 0.08%
1,036,794 $64.3 Million
Q4 2022

Feb 02, 2023

SELL
$54.39 - $64.37 $67,769 - $80,205
-1,246 Reduced 0.12%
1,037,602 $66 Million
Q3 2022

Nov 08, 2022

BUY
$56.02 - $65.22 $18,262 - $21,261
326 Added 0.03%
1,038,848 $58.2 Million
Q2 2022

Aug 11, 2022

SELL
$59.07 - $66.21 $50,918 - $57,073
-862 Reduced 0.08%
1,038,522 $65.3 Million
Q1 2022

May 16, 2022

SELL
$57.88 - $62.85 $6.49 Million - $7.04 Million
-112,055 Reduced 9.73%
1,039,384 $64.4 Million
Q4 2021

Feb 04, 2022

BUY
$52.3 - $59.21 $60.2 Million - $68.2 Million
1,151,439 New
1,151,439 $68.2 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 $274B
  • 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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