A detailed history of Epg Wealth Management LLC transactions in Coca Cola CO stock. As of the latest transaction made, Epg Wealth Management LLC holds 20,514 shares of KO stock, worth $1.29 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
20,514
Previous 0 Infinity%
Holding current value
$1.29 Million
Previous $0 Infinity%
% of portfolio
0.37%
Previous 100.0%

Shares

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

Nov 13, 2024

BUY
$62.69 - $73.01 $1.29 Million - $1.5 Million
20,514 New
20,514 $1.47 Billion
Q2 2024

Aug 13, 2024

SELL
$58.06 - $64.15 $1.42 Million - $1.57 Million
-24,485 Closed
0 $0
Q1 2024

May 14, 2024

BUY
$58.91 - $61.24 $43,534 - $45,256
739 Added 3.11%
24,485 $1.5 Million
Q4 2023

Feb 14, 2024

SELL
$52.38 - $59.93 $85,379 - $97,685
-1,630 Reduced 6.42%
23,746 $1.4 Million
Q3 2023

Nov 13, 2023

BUY
$55.81 - $63.05 $52,684 - $59,519
944 Added 3.86%
25,376 $1.42 Million
Q2 2023

Aug 15, 2023

BUY
$59.66 - $64.3 $94,799 - $102,172
1,589 Added 6.96%
24,432 $1.47 Million
Q1 2023

May 15, 2023

BUY
$58.86 - $63.4 $178,993 - $192,799
3,041 Added 15.36%
22,843 $1.42 Million
Q4 2022

Feb 14, 2023

SELL
$54.39 - $64.37 $13,271 - $15,706
-244 Reduced 1.22%
19,802 $1.26 Million
Q3 2022

Nov 15, 2022

BUY
$56.02 - $65.22 $15,349 - $17,870
274 Added 1.39%
20,046 $1.12 Million
Q2 2022

Aug 15, 2022

BUY
$59.07 - $66.21 $1.17 Million - $1.31 Million
19,772 New
19,772 $1.24 Million
Q1 2022

May 10, 2022

SELL
$57.88 - $62.85 $1.23 Million - $1.33 Million
-21,179 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$52.3 - $59.21 $41,630 - $47,131
796 Added 3.91%
21,179 $1.25 Million
Q3 2021

Nov 15, 2021

BUY
$52.47 - $57.48 $136,736 - $149,792
2,606 Added 14.66%
20,383 $1.07 Million
Q2 2021

Aug 09, 2021

BUY
$52.51 - $56.24 $3,203 - $3,430
61 Added 0.34%
17,777 $962,000
Q1 2021

May 10, 2021

BUY
$48.15 - $53.85 $41,457 - $46,364
861 Added 5.11%
17,716 $934,000
Q4 2020

Jan 29, 2021

SELL
$47.96 - $54.84 $31,269 - $35,755
-652 Reduced 3.72%
16,855 $924,000
Q3 2020

Nov 02, 2020

BUY
$43.91 - $51.19 $104,944 - $122,344
2,390 Added 15.81%
17,507 $864,000
Q2 2020

Aug 06, 2020

SELL
$42.12 - $49.85 $69,118 - $81,803
-1,641 Reduced 9.79%
15,117 $675,000
Q1 2020

May 05, 2020

BUY
$37.56 - $60.13 $358,810 - $574,421
9,553 Added 132.59%
16,758 $742,000
Q4 2019

Feb 14, 2020

BUY
$51.71 - $55.35 $372,570 - $398,796
7,205 New
7,205 $399,000

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 $272B
  • 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
Track This Portfolio

Track Epg Wealth Management LLC Portfolio

Follow Epg Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.