A detailed history of Fortress Wealth Group, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 9,268 shares of KO stock, worth $585,274. This represents 0.32% of its overall portfolio holdings.

Number of Shares
9,268
Previous 9,739 4.84%
Holding current value
$585,274
Previous $573,000 1.05%
% of portfolio
0.32%
Previous 0.36%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$58.91 - $61.24 $27,746 - $28,844
-471 Reduced 4.84%
9,268 $567,000
Q4 2023

Jan 12, 2024

BUY
$52.38 - $59.93 $99,626 - $113,986
1,902 Added 24.27%
9,739 $573,000
Q3 2023

Oct 12, 2023

BUY
$55.81 - $63.05 $948 - $1,071
17 Added 0.22%
7,837 $438,000
Q2 2023

Aug 10, 2023

BUY
$59.66 - $64.3 $95,575 - $103,008
1,602 Added 25.76%
7,820 $470,000
Q1 2023

May 12, 2023

SELL
$58.86 - $63.4 $341,388 - $367,720
-5,800 Reduced 48.26%
6,218 $385,000
Q4 2022

Feb 07, 2023

BUY
$54.39 - $64.37 $120,854 - $143,030
2,222 Added 22.68%
12,018 $764,000
Q3 2022

Nov 14, 2022

BUY
$56.02 - $65.22 $190,019 - $221,226
3,392 Added 52.97%
9,796 $549,000
Q2 2022

Aug 15, 2022

BUY
$59.07 - $66.21 $121,093 - $135,730
2,050 Added 47.08%
6,404 $403,000
Q1 2022

May 16, 2022

BUY
$57.88 - $62.85 $28,940 - $31,425
500 Added 12.97%
4,354 $270,000
Q4 2021

Feb 11, 2022

BUY
$52.3 - $59.21 $679 - $769
13 Added 0.34%
3,854 $235,000
Q3 2021

Nov 04, 2021

BUY
$52.47 - $57.48 $104 - $114
2 Added 0.05%
3,841 $202,000
Q2 2021

Aug 13, 2021

BUY
$52.51 - $56.24 $201,585 - $215,905
3,839 New
3,839 $208,000

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 $273B
  • 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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