A detailed history of Forum Financial Management, LP transactions in Coca Cola CO stock. As of the latest transaction made, Forum Financial Management, LP holds 37,247 shares of KO stock, worth $2.3 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
37,247
Previous 34,985 6.47%
Holding current value
$2.3 Million
Previous $2.23 Million 20.22%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 29, 2024

BUY
$62.69 - $73.01 $141,804 - $165,148
2,262 Added 6.47%
37,247 $2.68 Million
Q2 2024

Jul 30, 2024

SELL
$58.06 - $64.15 $50,628 - $55,938
-872 Reduced 2.43%
34,985 $2.23 Million
Q1 2024

May 09, 2024

SELL
$58.91 - $61.24 $3,534 - $3,674
-60 Reduced 0.17%
35,857 $2.19 Million
Q4 2023

Feb 07, 2024

SELL
$52.38 - $59.93 $219,681 - $251,346
-4,194 Reduced 10.46%
35,917 $2.12 Million
Q3 2023

Nov 03, 2023

SELL
$55.81 - $63.05 $111,396 - $125,847
-1,996 Reduced 4.74%
40,111 $2.25 Million
Q2 2023

Jul 26, 2023

BUY
$59.66 - $64.3 $202,545 - $218,298
3,395 Added 8.77%
42,107 $2.54 Million
Q1 2023

Apr 19, 2023

SELL
$58.86 - $63.4 $77,989 - $84,005
-1,325 Reduced 3.31%
38,712 $2.4 Million
Q4 2022

Jan 24, 2023

BUY
$54.39 - $64.37 $279,999 - $331,376
5,148 Added 14.76%
40,037 $0
Q3 2022

Nov 07, 2022

SELL
$56.02 - $65.22 $81,901 - $95,351
-1,462 Reduced 4.02%
34,889 $1.95 Million
Q2 2022

Aug 15, 2022

BUY
$59.07 - $66.21 $225,588 - $252,855
3,819 Added 11.74%
36,351 $2.29 Million
Q1 2022

May 16, 2022

BUY
$57.88 - $62.85 $243,732 - $264,661
4,211 Added 14.87%
32,532 $2.02 Million
Q4 2021

Feb 18, 2022

BUY
$52.3 - $59.21 $1.48 Million - $1.68 Million
28,321 New
28,321 $1.68 Million

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 $268B
  • 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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