Guardian Wealth Advisors, LLC Coca Cola CO Transaction History

Guardian Wealth Advisors, LLC

$154 Million
Q2 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 3,938 shares of KO stock, worth $275,266. This represents 0.16% of its overall portfolio holdings.

Number of Shares

3,938

Previous 4,254 7.43%

Holding current value

$275,266

Previous $260,000 3.85%

% of portfolio

0.16%

Previous 0.17%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$58.06 - $64.15 $18,346 - $20,271	-316 Reduced 7.43%	3,938 $250,000
Q1 2024 Apr 26, 2024	BUY	$58.91 - $61.24 $1,826 - $1,898	31 Added 0.73%	4,254 $260,000
Q4 2023 Feb 08, 2024	BUY	$52.38 - $59.93 $21,790 - $24,930	416 Added 10.93%	4,223 $248,000
Q3 2023 Oct 30, 2023	SELL	$55.81 - $63.05 $11,720 - $13,240	-210 Reduced 5.23%	3,807 $213,000
Q2 2023 Aug 08, 2023	SELL	$59.66 - $64.3 $12,647 - $13,631	-212 Reduced 5.01%	4,017 $241,000
Q1 2023 May 18, 2023	BUY	$58.86 - $63.4 $15,951 - $17,181	271 Added 6.85%	4,229 $262,000
Q1 2023 May 03, 2023	SELL	$58.86 - $63.4 $229,966 - $247,703	-3,907 Reduced 99.82%	7 $0
Q4 2022 Feb 02, 2023	SELL	$54.39 - $64.37 $206,736 - $244,670	-3,801 Reduced 49.27%	3,914 $249,000
Q3 2022 May 18, 2023	BUY	$56.02 - $65.22 $221,335 - $257,684	3,951 Added 56442.86%	3,958 $222,000
Q3 2022 Nov 09, 2022	BUY	$56.02 - $65.22 $211,027 - $245,683	3,767 Added 95.42%	7,715 $432,000
Q2 2022 Aug 12, 2022	SELL	$59.07 - $66.21 $3,780 - $4,237	-64 Reduced 1.6%	3,948 $248,000
Q1 2022 May 11, 2022	SELL	$57.88 - $62.85 $10,244 - $11,124	-177 Reduced 4.23%	4,012 $249,000
Q4 2021 Feb 03, 2022	BUY	$52.3 - $59.21 $1,202 - $1,361	23 Added 0.55%	4,189 $248,000
Q3 2021 Nov 10, 2021	SELL	$52.47 - $57.48 $20,463 - $22,417	-390 Reduced 8.56%	4,166 $219,000
Q2 2021 Jul 28, 2021	SELL	$52.51 - $56.24 $1.87 Million - $2 Million	-35,618 Reduced 88.66%	4,556 $247,000
Q1 2021 May 10, 2021	BUY	$48.15 - $53.85 $1.71 Million - $1.92 Million	35,574 Added 773.35%	40,174 $2.12 Million
Q4 2020 May 10, 2021	BUY	$47.96 - $54.84 $220,616 - $252,264	4,600 New	4,600 $252,000

Others Institutions Holding KO

# of Institutions

3,344

Shares Held

3.03B

Call Options Held

20.6M

Put Options Held

15.2M

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 $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

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Account

Guardian Wealth Advisors, LLC Coca Cola CO Transaction History