A detailed history of Cypress Wealth Services, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 8,924 shares of KO stock, worth $556,679. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,924
Previous 8,745 2.05%
Holding current value
$556,679
Previous $556,000 15.29%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Oct 08, 2024

BUY
$62.69 - $73.01 $11,221 - $13,068
179 Added 2.05%
8,924 $641,000
Q2 2024

Jul 12, 2024

BUY
$58.06 - $64.15 $4,644 - $5,132
80 Added 0.92%
8,745 $556,000
Q1 2024

Apr 15, 2024

SELL
$58.91 - $61.24 $48,424 - $50,339
-822 Reduced 8.66%
8,665 $530,000
Q4 2023

Jan 10, 2024

SELL
$52.38 - $59.93 $9,480 - $10,847
-181 Reduced 1.87%
9,487 $559,000
Q3 2023

Oct 13, 2023

SELL
$55.81 - $63.05 $9,376 - $10,592
-168 Reduced 1.71%
9,668 $541,000
Q2 2023

Jul 21, 2023

BUY
$59.66 - $64.3 $71,413 - $76,967
1,197 Added 13.86%
9,836 $592,000
Q1 2023

Apr 07, 2023

SELL
$58.86 - $63.4 $2,707 - $2,916
-46 Reduced 0.53%
8,639 $535,000
Q4 2022

Jan 18, 2023

BUY
$54.39 - $64.37 $5,330 - $6,308
98 Added 1.14%
8,685 $0
Q3 2022

Oct 14, 2022

SELL
$56.02 - $65.22 $2,128 - $2,478
-38 Reduced 0.44%
8,587 $468,000
Q2 2022

Jul 27, 2022

BUY
$59.07 - $66.21 $108,098 - $121,164
1,830 Added 26.93%
8,625 $543,000
Q1 2022

Apr 22, 2022

BUY
$57.88 - $62.85 $55,043 - $59,770
951 Added 16.27%
6,795 $421,000
Q4 2021

Jan 19, 2022

SELL
$52.3 - $59.21 $96,388 - $109,124
-1,843 Reduced 23.98%
5,844 $346,000
Q3 2021

Oct 13, 2021

SELL
$52.47 - $57.48 $126,715 - $138,814
-2,415 Reduced 23.91%
7,687 $403,000
Q2 2021

Jul 14, 2021

BUY
$52.51 - $56.24 $2,310 - $2,474
44 Added 0.44%
10,102 $547,000
Q1 2021

Apr 28, 2021

SELL
$48.15 - $53.85 $40,686 - $45,503
-845 Reduced 7.75%
10,058 $530,000
Q4 2020

Jan 22, 2021

SELL
$47.96 - $54.84 $4.22 Million - $4.83 Million
-88,072 Reduced 88.98%
10,903 $598,000
Q2 2020

Jul 15, 2020

BUY
$42.12 - $49.85 $11,751 - $13,908
279 Added 0.28%
98,975 $4.42 Million
Q1 2020

Apr 10, 2020

SELL
$37.56 - $60.13 $24,564 - $39,325
-654 Reduced 0.66%
98,696 $4.37 Million
Q4 2019

Jan 14, 2020

SELL
$51.71 - $55.35 $10,497 - $11,236
-203 Reduced 0.2%
99,350 $5.5 Million
Q3 2019

Oct 16, 2019

BUY
$51.22 - $55.77 $20,692 - $22,531
404 Added 0.41%
99,553 $5.42 Million
Q2 2019

Jul 24, 2019

BUY
$46.18 - $51.92 $51,398 - $57,786
1,113 Added 1.14%
99,149 $5.05 Million
Q1 2019

Apr 19, 2019

BUY
$44.69 - $49.79 $47,639 - $53,076
1,066 Added 1.1%
98,036 $4.59 Million
Q4 2018

Jan 22, 2019

SELL
$44.64 - $50.51 $43,524 - $49,247
-975 Reduced 1.0%
96,970 $4.59 Million
Q3 2018

Oct 19, 2018

SELL
$43.75 - $46.73 $14,218 - $15,187
-325 Reduced 0.33%
97,945 $4.52 Million
Q2 2018

Aug 06, 2018

BUY
$41.55 - $44.88 $153,236 - $165,517
3,688 Added 3.9%
98,270 $4.31 Million
Q1 2018

May 01, 2018

SELL
$42.33 - $48.53 $58,669 - $67,262
-1,386 Reduced 1.44%
94,582 $4.11 Million
Q4 2017

Feb 05, 2018

BUY
$44.8 - $47.43 $4.3 Million - $4.55 Million
95,968
95,968 $4.4 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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