A detailed history of Engrave Wealth Partners LLC transactions in Coca Cola CO stock. As of the latest transaction made, Engrave Wealth Partners LLC holds 4,463 shares of KO stock, worth $311,963. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,463
Previous 3,971 12.39%
Holding current value
$311,963
Previous $222,000 18.47%
% of portfolio
0.08%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 16, 2024

BUY
$52.38 - $59.93 $25,770 - $29,485
492 Added 12.39%
4,463 $263,000
Q3 2023

Nov 01, 2023

BUY
$55.81 - $63.05 $27,737 - $31,335
497 Added 14.31%
3,971 $222,000
Q2 2023

Jul 06, 2023

SELL
$59.66 - $64.3 $3,400 - $3,665
-57 Reduced 1.61%
3,474 $209,000
Q1 2023

Apr 26, 2023

BUY
$58.86 - $63.4 $2,648 - $2,853
45 Added 1.29%
3,531 $219,000
Q4 2022

Jan 20, 2023

BUY
$54.39 - $64.37 $189,603 - $224,393
3,486 New
3,486 $0
Q3 2020

Oct 08, 2020

SELL
$43.91 - $51.19 $110,345 - $128,640
-2,513 Closed
0 $0
Q2 2020

Jul 14, 2020

SELL
$42.12 - $49.85 $2,485 - $2,941
-59 Reduced 2.29%
2,513 $112,000
Q1 2020

Apr 20, 2020

SELL
$37.56 - $60.13 $13,746 - $22,007
-366 Reduced 12.46%
2,572 $113,000
Q4 2019

Mar 12, 2020

BUY
$51.71 - $55.35 $151,923 - $162,618
2,938 New
2,938 $162,000

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 $302B
  • 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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