A detailed history of Connecticut Wealth Management, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 11,878 shares of KO stock, worth $740,949. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,878
Previous 12,012 1.12%
Holding current value
$740,949
Previous $764,000 11.65%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 13, 2024

SELL
$62.69 - $73.01 $8,400 - $9,783
-134 Reduced 1.12%
11,878 $853,000
Q2 2024

Aug 13, 2024

BUY
$58.06 - $64.15 $26,010 - $28,739
448 Added 3.87%
12,012 $764,000
Q1 2024

May 01, 2024

BUY
$58.91 - $61.24 $25,272 - $26,271
429 Added 3.85%
11,564 $707,000
Q4 2023

Feb 06, 2024

SELL
$52.38 - $59.93 $2,933 - $3,356
-56 Reduced 0.5%
11,135 $656,000
Q3 2023

Oct 19, 2023

BUY
$55.81 - $63.05 $135,283 - $152,833
2,424 Added 27.65%
11,191 $626,000
Q2 2023

Jul 25, 2023

BUY
$59.66 - $64.3 $11,335 - $12,217
190 Added 2.22%
8,767 $527,000
Q1 2023

Apr 18, 2023

BUY
$58.86 - $63.4 $30,430 - $32,777
517 Added 6.41%
8,577 $532,000
Q4 2022

Jan 17, 2023

BUY
$54.39 - $64.37 $67,062 - $79,368
1,233 Added 18.06%
8,060 $0
Q3 2022

Nov 02, 2022

SELL
$56.02 - $65.22 $176,463 - $205,443
-3,150 Reduced 31.57%
6,827 $382,000
Q2 2022

Jul 12, 2022

BUY
$59.07 - $66.21 $29,948 - $33,568
507 Added 5.35%
9,977 $628,000
Q1 2022

Apr 18, 2022

BUY
$57.88 - $62.85 $12,154 - $13,198
210 Added 2.27%
9,470 $587,000
Q4 2021

Jan 24, 2022

BUY
$52.3 - $59.21 $2,615 - $2,960
50 Added 0.54%
9,260 $548,000
Q3 2021

Nov 02, 2021

BUY
$52.47 - $57.48 $94,183 - $103,176
1,795 Added 24.21%
9,210 $483,000
Q2 2021

Jul 29, 2021

SELL
$52.51 - $56.24 $122,295 - $130,982
-2,329 Reduced 23.9%
7,415 $401,000
Q1 2021

May 12, 2021

BUY
$48.15 - $53.85 $382,359 - $427,622
7,941 Added 440.43%
9,744 $514,000
Q1 2021

Apr 29, 2021

SELL
$48.15 - $53.85 $382,359 - $427,622
-7,941 Reduced 81.5%
1,803 $332,000
Q3 2020

Oct 13, 2020

BUY
$43.91 - $51.19 $63,537 - $74,071
1,447 Added 17.44%
9,744 $481,000
Q2 2020

Jul 14, 2020

BUY
$42.12 - $49.85 $349,469 - $413,605
8,297 New
8,297 $371,000

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 $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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