Financial Perspectives, Inc Coca Cola CO Transaction History

Financial Perspectives, Inc

$292 Billion
Q1 2025

A detailed history of Financial Perspectives, Inc transactions in Coca Cola CO stock. As of the latest transaction made, Financial Perspectives, Inc holds 1,813 shares of KO stock, worth $129,992. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,813

Previous 1,813 -0.0%

Holding current value

$129,992

Previous $113 Million 15.03%

% of portfolio

0.04%

Previous 0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$61.74 - $71.71 $22,905 - $26,604	371 Added 25.73%	1,813 $113 Million
Q3 2024 Oct 17, 2024	BUY	$62.69 - $73.01 $188 - $219	3 Added 0.21%	1,442 $104 Million
Q2 2024 Aug 09, 2024	BUY	$58.06 - $64.15 $116 - $128	2 Added 0.14%	1,439 $91.6 Million
Q1 2024 Apr 19, 2024	SELL	$58.91 - $61.24 $23,681 - $24,618	-402 Reduced 21.86%	1,437 $87.9 Million
Q4 2023 Feb 01, 2024	BUY	$52.38 - $59.93 $3,771 - $4,314	72 Added 4.07%	1,839 $108 Million
Q3 2023 Jan 09, 2024	SELL	$55.81 - $63.05 $52,628 - $59,456	-943 Reduced 34.8%	1,767 $98.9 Million
Q2 2023 Jan 09, 2024	BUY	$59.66 - $64.3 $775 - $835	13 Added 0.48%	2,710 $163 Million
Q4 2022 Jan 09, 2024	BUY	$54.39 - $64.37 $1,359 - $1,609	25 Added 0.94%	2,697 $172 Million
Q3 2022 Jan 09, 2024	BUY	$56.02 - $65.22 $672 - $782	12 Added 0.45%	2,672 $150 Million
Q2 2022 Jan 09, 2024	BUY	$59.07 - $66.21 $177 - $198	3 Added 0.11%	2,660 $167 Million
Q1 2022 Jan 09, 2024	SELL	$57.88 - $62.85 $7,235 - $7,856	-125 Reduced 4.49%	2,657 $165 Million
Q4 2021 Jan 09, 2024	BUY	$52.3 - $59.21 $418 - $473	8 Added 0.29%	2,782 $165 Million
Q3 2021 Jan 09, 2024	BUY	$52.47 - $57.48 $996 - $1,092	19 Added 0.69%	2,774 $146 Million
Q2 2021 Jan 09, 2024	SELL	$52.51 - $56.24 $7.47 Million - $8 Million	-142,272 Reduced 98.1%	2,755 $149 Million
Q1 2021 Jan 09, 2024	BUY	$48.15 - $53.85 $6.86 Million - $7.67 Million	142,471 Added 5573.98%	145,027 $2.75 Million
Q4 2020 Jan 09, 2024	BUY	$47.96 - $54.84 $239 - $274	5 Added 0.2%	2,556 $140 Million
Q3 2020 Jan 09, 2024	BUY	$43.91 - $51.19 $87 - $102	2 Added 0.08%	2,551 $126 Million
Q2 2020 Jan 09, 2024	BUY	$42.12 - $49.85 $84 - $99	2 Added 0.08%	2,549 $114 Million
Q1 2020 Jan 09, 2024	BUY	$37.56 - $60.13 $4,582 - $7,335	122 Added 5.03%	2,547 $113 Million
Q4 2019 Jan 09, 2024	BUY	$51.71 - $55.35 $125,396 - $134,223	2,425 New	2,425 $134 Million

Others Institutions Holding KO

# of Institutions

3,681

Shares Held

3.06B

Call Options Held

30M

Put Options Held

25M

View Full List

About COCA COLA CO

Ticker KO
Exchange NYSE
Sector Consumer Defensive
Industry Beverages—Non-Alcoholic
Shares Outstandng 4,324,510,208
Market Cap $310B
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...

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Financial Perspectives, Inc Coca Cola CO Transaction History