A detailed history of Fortem Financial Group, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Fortem Financial Group, LLC holds 12,723 shares of KO stock, worth $889,337. This represents 0.36% of its overall portfolio holdings.

Number of Shares
12,723
Previous 13,165 3.36%
Holding current value
$889,337
Previous $805,000 0.5%
% of portfolio
0.36%
Previous 0.36%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$58.06 - $64.15 $25,662 - $28,354
-442 Reduced 3.36%
12,723 $809,000
Q1 2024

May 01, 2024

BUY
$58.91 - $61.24 $76,700 - $79,734
1,302 Added 10.98%
13,165 $805,000
Q4 2023

Jan 25, 2024

SELL
$52.38 - $59.93 $87,893 - $100,562
-1,678 Reduced 12.39%
11,863 $699,000
Q3 2023

Oct 10, 2023

SELL
$55.81 - $63.05 $221,677 - $250,434
-3,972 Reduced 22.68%
13,541 $758,000
Q2 2023

Jul 18, 2023

BUY
$59.66 - $64.3 $39,554 - $42,630
663 Added 3.93%
17,513 $1.05 Million
Q1 2023

Apr 21, 2023

SELL
$58.86 - $63.4 $90,820 - $97,826
-1,543 Reduced 8.39%
16,850 $1.05 Million
Q4 2022

Jan 17, 2023

SELL
$54.39 - $64.37 $230,667 - $272,993
-4,241 Reduced 18.74%
18,393 $0
Q3 2022

Nov 01, 2022

BUY
$56.02 - $65.22 $1.27 Million - $1.48 Million
22,634 New
22,634 $1.27 Million
Q1 2021

Apr 20, 2021

SELL
$48.15 - $53.85 $1,926 - $2,154
-40 Closed
0 $0
Q4 2020

Jan 29, 2021

BUY
$47.96 - $54.84 $1,918 - $2,193
40 New
40 $2,000

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
Track This Portfolio

Track Fortem Financial Group, LLC Portfolio

Follow Fortem Financial Group, 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 Fortem Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortem Financial Group, LLC with notifications on news.