Ep Wealth Advisors, LLC Coca Cola CO Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 120,702 shares of KO stock, worth $7.45 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
120,702
Previous 98,187 22.93%
Holding current value
$7.45 Million
Previous $6.25 Million 38.79%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 14, 2024
BUY
$62.69 - $73.01 $1.41 Million - $1.64 Million
22,515 Added 22.93%
120,702 $8.67 Million
Q2 2024

Aug 19, 2024
BUY
$58.06 - $64.15 $117,977 - $130,352
2,032 Added 2.11%
98,187 $6.25 Million
Q1 2024

May 14, 2024
BUY
$58.91 - $61.24 $213,018 - $221,443
3,616 Added 3.91%
96,155 $5.88 Million
Q4 2023

Feb 28, 2024
BUY
$52.38 - $59.93 $170,287 - $194,832
3,251 Added 3.64%
92,539 $5.45 Million
Q3 2023

Nov 22, 2023
BUY
$55.81 - $63.05 $4.82 Million - $5.44 Million
86,351 Added 2940.11%
89,288 $5 Million
Q2 2023

Aug 14, 2023
SELL
$59.66 - $64.3 $3.1 Million - $3.34 Million
-52,017 Reduced 94.66%
2,937 $176,000
Q1 2023

Jun 05, 2023
SELL
$58.86 - $63.4 $614,027 - $661,388
-10,432 Reduced 15.95%
54,954 $3.41 Million
Q4 2022

Jun 12, 2023
BUY
$54.39 - $64.37 $811,607 - $960,529
14,922 Added 27.15%
69,876 $4.45 Million
Q3 2022

Dec 02, 2022
BUY
$56.02 - $65.22 $400,318 - $466,062
7,146 Added 12.27%
65,386 $3.66 Million
Q2 2022

Aug 11, 2022
BUY
$59.07 - $66.21 $259,789 - $291,191
4,398 Added 8.17%
58,240 $3.66 Million
Q1 2022

May 20, 2022
SELL
$57.88 - $62.85 $79,700 - $86,544
-1,377 Reduced 2.49%
53,842 $3.34 Million
Q4 2021

Feb 17, 2022
SELL
$52.3 - $59.21 $107,633 - $121,854
-2,058 Reduced 3.59%
55,219 $3.27 Million
Q3 2021

Nov 23, 2021
BUY
$52.47 - $57.48 $1.75 Million - $1.91 Million
33,266 Added 138.54%
57,277 $3.01 Million
Q3 2021

Nov 16, 2021
SELL
$52.47 - $57.48 $1.93 Million - $2.11 Million
-36,717 Reduced 60.46%
24,011 $3.01 Million
Q2 2021

Aug 24, 2021
SELL
$52.51 - $56.24 $38,122 - $40,830
-726 Reduced 1.18%
60,728 $3.29 Million
Q1 2021

May 17, 2021
SELL
$48.15 - $53.85 $177,529 - $198,544
-3,687 Reduced 5.66%
61,454 $3.24 Million
Q4 2020

Feb 18, 2021
BUY
$47.96 - $54.84 $75,824 - $86,702
1,581 Added 2.49%
65,141 $3.57 Million
Q3 2020

Nov 17, 2020
SELL
$43.91 - $51.19 $173,532 - $202,302
-3,952 Reduced 5.85%
63,560 $3.14 Million
Q2 2020

Aug 14, 2020
SELL
$42.12 - $49.85 $880,602 - $1.04 Million
-20,907 Reduced 23.65%
67,512 $3.02 Million
Q1 2020

May 18, 2020
SELL
$37.56 - $60.13 $316,593 - $506,835
-8,429 Reduced 8.7%
88,419 $3.91 Million
Q4 2019

Feb 14, 2020
SELL
$51.71 - $55.35 $60,293 - $64,538
-1,166 Reduced 1.19%
96,848 $5.36 Million
Q3 2019

Nov 18, 2019
SELL
$51.22 - $55.77 $307 - $334
-6 Reduced 0.01%
98,014 $5.34 Million
Q2 2019

Aug 27, 2019
BUY
$46.18 - $51.92 $2.69 Million - $3.02 Million
58,209 Added 146.21%
98,020 $4.99 Million
Q1 2019

May 20, 2019
BUY
$44.69 - $49.79 $52,644 - $58,652
1,178 Added 3.05%
39,811 $1.87 Million
Q4 2018

Feb 19, 2019
SELL
$44.64 - $50.51 $3,972 - $4,495
-89 Reduced 0.23%
38,633 $1.83 Million
Q3 2018

Nov 15, 2018
BUY
$43.75 - $46.73 $739,550 - $789,923
16,904 Added 77.48%
38,722 $1.79 Million
Q2 2018

Aug 14, 2018
BUY
$41.55 - $44.88 $53,599 - $57,895
1,290 Added 6.28%
21,818 $957,000
Q1 2018

May 15, 2018
BUY
$42.33 - $48.53 $30,604 - $35,087
723 Added 3.65%
20,528 $892,000
Q4 2017

Feb 15, 2018
SELL
$44.8 - $47.43 $22,579 - $23,904
-504 Reduced 2.48%
19,805 $909,000
Q3 2017

Nov 15, 2017
SELL
$44.64 - $46.87 $54,237 - $56,947
-1,215 Reduced 5.64%
20,309 $914,000
Q2 2017

Aug 17, 2017
BUY
N/A
21,524
21,524 $965,000

Others Institutions Holding KO

# of Institutions
3,437
Shares Held
3B
Call Options Held
26.8M
Put Options Held
21.5M
View Full List

About COCA COLA CO

KO Quotes by TradingView
  • Ticker KO
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Beverages—Non-Alcoholic
  • Shares Outstandng 4,324,510,208
  • Market Cap $267B
  • 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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