Hcr Wealth Advisors Coca Cola CO Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

A detailed history of Hcr Wealth Advisors transactions in Coca Cola CO stock. As of the latest transaction made, Hcr Wealth Advisors holds 9,882 shares of KO stock, worth $610,114. This represents 0.09% of its overall portfolio holdings.

Number of Shares

9,882

Previous 10,147 2.61%

Holding current value

$610,114

Previous $645,000 10.08%

% of portfolio

0.09%

Previous 0.09%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$62.69 - $73.01 $16,612 - $19,347	-265 Reduced 2.61%	9,882 $710,000
Q2 2024 Aug 06, 2024	SELL	$58.06 - $64.15 $21,946 - $24,248	-378 Reduced 3.59%	10,147 $645,000
Q1 2024 May 10, 2024	SELL	$58.91 - $61.24 $135,021 - $140,362	-2,292 Reduced 17.88%	10,525 $643,000
Q4 2023 Feb 09, 2024	BUY	$52.38 - $59.93 $188,096 - $215,208	3,591 Added 38.92%	12,817 $755,000
Q3 2023 Oct 20, 2023	SELL	$55.81 - $63.05 $37,894 - $42,810	-679 Reduced 6.86%	9,226 $516,000
Q2 2023 Aug 09, 2023	SELL	$59.66 - $64.3 $13,721 - $14,789	-230 Reduced 2.27%	9,905 $596,000
Q4 2022 Feb 13, 2023	SELL	$54.39 - $64.37 $13,706 - $16,221	-252 Reduced 2.43%	10,135 $644,000
Q2 2022 Aug 12, 2022	BUY	$59.07 - $66.21 $40,108 - $44,956	679 Added 6.99%	10,387 $657,000
Q1 2022 May 05, 2022	SELL	$57.88 - $62.85 $5,556 - $6,033	-96 Reduced 0.98%	9,708 $602,000
Q4 2021 Feb 04, 2022	BUY	$52.3 - $59.21 $21,704 - $24,572	415 Added 4.42%	9,804 $580,000
Q3 2021 Nov 02, 2021	BUY	$52.47 - $57.48 $7,975 - $8,736	152 Added 1.65%	9,389 $493,000
Q2 2021 Jul 21, 2021	SELL	$52.51 - $56.24 $1,732 - $1,855	-33 Reduced 0.36%	9,237 $500,000
Q1 2021 May 13, 2021	BUY	$48.15 - $53.85 $47,138 - $52,719	979 Added 11.81%	9,270 $489,000
Q4 2020 Feb 04, 2021	SELL	$47.96 - $54.84 $30,310 - $34,658	-632 Reduced 7.08%	8,291 $455,000
Q3 2020 Nov 05, 2020	BUY	$43.91 - $51.19 $30,166 - $35,167	687 Added 8.34%	8,923 $441,000
Q2 2020 Jul 30, 2020	SELL	$42.12 - $49.85 $252 - $299	-6 Reduced 0.07%	8,236 $369,000
Q1 2020 May 08, 2020	BUY	$37.56 - $60.13 $20,845 - $33,372	555 Added 7.22%	8,242 $365,000
Q4 2019 Feb 07, 2020	BUY	$51.71 - $55.35 $36,145 - $38,689	699 Added 10.0%	7,687 $425,000
Q3 2019 Nov 07, 2019	SELL	$51.22 - $55.77 $12,958 - $14,109	-253 Reduced 3.49%	6,988 $380,000
Q2 2019 Jul 25, 2019	BUY	$46.18 - $51.92 $10,759 - $12,097	233 Added 3.32%	7,241 $369,000
Q1 2019 May 10, 2019	BUY	$44.69 - $49.79 $20,423 - $22,754	457 Added 6.98%	7,008 $327,000
Q3 2018 Nov 09, 2018	SELL	$43.75 - $46.73 $4,987 - $5,327	-114 Reduced 1.71%	6,551 $304,000
Q2 2018 Aug 14, 2018	BUY	$41.55 - $44.88 $1,454 - $1,570	35 Added 0.53%	6,665 $293,000
Q1 2018 May 15, 2018	BUY	$42.33 - $48.53 $846 - $970	20 Added 0.3%	6,630 $288,000
Q3 2017 Nov 13, 2017	BUY	$44.64 - $46.87 $4,464 - $4,687	100 Added 1.54%	6,610 $298,000
Q2 2017 Aug 16, 2017	BUY	N/A	6,510	6,510 $292,000

Others Institutions Holding KO

# of Institutions

3,437

Shares Held

Call Options Held

26.8M

Put Options Held

21.5M

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 $267B
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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Hcr Wealth Advisors Coca Cola CO Transaction History