A detailed history of Cypress Point Wealth Management, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 14,134 shares of KO stock, worth $881,678. This represents 0.44% of its overall portfolio holdings.

Number of Shares
14,134
Previous 13,731 2.93%
Holding current value
$881,678
Previous $873,000 16.27%
% of portfolio
0.44%
Previous 0.46%

Shares

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

Nov 01, 2024

BUY
$62.69 - $73.01 $25,264 - $29,423
403 Added 2.93%
14,134 $1.02 Million
Q2 2024

Jul 26, 2024

BUY
$58.06 - $64.15 $12,947 - $14,305
223 Added 1.65%
13,731 $873,000
Q1 2024

May 07, 2024

BUY
$58.91 - $61.24 $21,973 - $22,842
373 Added 2.84%
13,508 $826,000
Q4 2023

Jan 17, 2024

BUY
$52.38 - $59.93 $20,532 - $23,492
392 Added 3.08%
13,135 $774,000
Q3 2023

Oct 31, 2023

BUY
$55.81 - $63.05 $4,743 - $5,359
85 Added 0.67%
12,743 $713,000
Q2 2023

Jul 20, 2023

BUY
$59.66 - $64.3 $4,713 - $5,079
79 Added 0.63%
12,658 $762,000
Q1 2023

May 08, 2023

BUY
$58.86 - $63.4 $16,186 - $17,435
275 Added 2.24%
12,579 $780,000
Q4 2022

Feb 01, 2023

BUY
$54.39 - $64.37 $9,735 - $11,522
179 Added 1.48%
12,304 $782,000
Q3 2022

Oct 31, 2022

BUY
$56.02 - $65.22 $3,585 - $4,174
64 Added 0.53%
12,125 $679,000
Q2 2022

Aug 08, 2022

BUY
$59.07 - $66.21 $1,417 - $1,589
24 Added 0.2%
12,061 $759,000
Q4 2021

Jan 27, 2022

BUY
$52.3 - $59.21 $2,615 - $2,960
50 Added 0.42%
12,037 $713,000
Q3 2021

Nov 05, 2021

BUY
$52.47 - $57.48 $1,364 - $1,494
26 Added 0.22%
11,987 $629,000
Q2 2021

Aug 04, 2021

BUY
$52.51 - $56.24 $1,312 - $1,406
25 Added 0.21%
11,961 $647,000
Q1 2021

May 07, 2021

SELL
$48.15 - $53.85 $366,806 - $410,229
-7,618 Reduced 38.96%
11,936 $629,000
Q4 2020

Feb 05, 2021

BUY
$47.96 - $54.84 $937,809 - $1.07 Million
19,554 New
19,554 $1.07 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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