A detailed history of Evermay Wealth Management LLC transactions in Coca Cola CO stock. As of the latest transaction made, Evermay Wealth Management LLC holds 8,334 shares of KO stock, worth $521,458. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,334
Previous 8,829 5.61%
Holding current value
$521,458
Previous $561,000 6.6%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Oct 25, 2024

SELL
$62.69 - $73.01 $31,031 - $36,139
-495 Reduced 5.61%
8,334 $598,000
Q2 2024

Aug 01, 2024

BUY
$58.06 - $64.15 $17,998 - $19,886
310 Added 3.64%
8,829 $561,000
Q1 2024

May 13, 2024

BUY
$58.91 - $61.24 $19,381 - $20,147
329 Added 4.02%
8,519 $521,000
Q4 2023

Feb 09, 2024

SELL
$52.38 - $59.93 $19,223 - $21,994
-367 Reduced 4.29%
8,190 $482,000
Q3 2023

Nov 13, 2023

SELL
$55.81 - $63.05 $1,506 - $1,702
-27 Reduced 0.31%
8,557 $479,000
Q2 2023

Aug 10, 2023

SELL
$59.66 - $64.3 $2,088 - $2,250
-35 Reduced 0.41%
8,584 $516,000
Q1 2023

May 15, 2023

BUY
$58.86 - $63.4 $14,597 - $15,723
248 Added 2.96%
8,619 $534,000
Q4 2022

Jan 19, 2023

SELL
$54.39 - $64.37 $26,379 - $31,219
-485 Reduced 5.48%
8,371 $0
Q3 2022

Nov 14, 2022

BUY
$56.02 - $65.22 $3,641 - $4,239
65 Added 0.74%
8,856 $500,000
Q2 2022

Aug 15, 2022

SELL
$59.07 - $66.21 $8,860 - $9,931
-150 Reduced 1.68%
8,791 $557,000
Q1 2022

May 16, 2022

SELL
$57.88 - $62.85 $57,880 - $62,850
-1,000 Reduced 10.06%
8,941 $554,000
Q4 2021

Feb 14, 2022

SELL
$52.3 - $59.21 $24,058 - $27,236
-460 Reduced 4.42%
9,941 $589,000
Q3 2021

Nov 12, 2021

SELL
$52.47 - $57.48 $33,528 - $36,729
-639 Reduced 5.79%
10,401 $546,000
Q2 2021

Aug 13, 2021

SELL
$52.51 - $56.24 $66,950 - $71,706
-1,275 Reduced 10.35%
11,040 $597,000
Q1 2021

May 10, 2021

SELL
$48.15 - $53.85 $26,964 - $30,156
-560 Reduced 4.35%
12,315 $649,000
Q4 2020

Feb 16, 2021

SELL
$47.96 - $54.84 $13,572 - $15,519
-283 Reduced 2.15%
12,875 $706,000
Q3 2020

Nov 05, 2020

BUY
$43.91 - $51.19 $35,786 - $41,719
815 Added 6.6%
13,158 $650,000
Q2 2020

Jul 20, 2020

BUY
$42.12 - $49.85 $68,655 - $81,255
1,630 Added 15.22%
12,343 $551,000
Q1 2020

Apr 24, 2020

SELL
$37.56 - $60.13 $19,155 - $30,666
-510 Reduced 4.54%
10,713 $474,000
Q4 2019

Feb 11, 2020

SELL
$51.71 - $55.35 $16,288 - $17,435
-315 Reduced 2.73%
11,223 $621,000
Q3 2019

Oct 29, 2019

BUY
$51.22 - $55.77 $152,379 - $165,915
2,975 Added 34.74%
11,538 $628,000
Q2 2019

Jul 23, 2019

BUY
$46.18 - $51.92 $52,368 - $58,877
1,134 Added 15.26%
8,563 $436,000
Q1 2019

May 03, 2019

SELL
$44.69 - $49.79 $26,814 - $29,874
-600 Reduced 7.47%
7,429 $348,000
Q4 2018

Jan 24, 2019

SELL
$44.64 - $50.51 $76,155 - $86,170
-1,706 Reduced 17.52%
8,029 $380,000
Q2 2018

Aug 06, 2018

SELL
$41.55 - $44.88 $2,077 - $2,244
-50 Reduced 0.51%
9,735 $427,000
Q1 2018

May 04, 2018

BUY
$42.33 - $48.53 $43,049 - $49,355
1,017 Added 11.6%
9,785 $425,000
Q4 2017

Feb 07, 2018

BUY
$44.8 - $47.43 $137,580 - $145,657
3,071 Added 53.91%
8,768 $402,000
Q3 2017

Oct 23, 2017

BUY
$44.64 - $46.87 $254,314 - $267,018
5,697
5,697 $256,000

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 $271B
  • 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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