A detailed history of Heartwood Wealth Advisors LLC transactions in Coca Cola CO stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 17,956 shares of KO stock, worth $1.16 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
17,956
Previous 18,624 3.59%
Holding current value
$1.16 Million
Previous $1.19 Million 8.86%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 07, 2024

SELL
$62.69 - $73.01 $41,876 - $48,770
-668 Reduced 3.59%
17,956 $1.29 Million
Q2 2024

Jul 09, 2024

BUY
$58.06 - $64.15 $74,026 - $81,791
1,275 Added 7.35%
18,624 $1.19 Million
Q1 2024

Apr 02, 2024

BUY
$58.91 - $61.24 $726,419 - $755,150
12,331 Added 245.74%
17,349 $1.06 Million
Q3 2023

Oct 17, 2023

SELL
$55.81 - $63.05 $524,614 - $592,670
-9,400 Reduced 65.2%
5,018 $280,000
Q1 2023

Apr 14, 2023

SELL
$58.86 - $63.4 $537,509 - $578,968
-9,132 Reduced 38.78%
14,418 $894,000
Q4 2022

Jan 12, 2023

SELL
$54.39 - $64.37 $17,894 - $21,177
-329 Reduced 1.38%
23,550 $0
Q3 2022

Oct 25, 2022

SELL
$56.02 - $65.22 $2,240 - $2,608
-40 Reduced 0.17%
23,879 $1.34 Million
Q2 2022

Jul 25, 2022

BUY
$59.07 - $66.21 $74,132 - $83,093
1,255 Added 5.54%
23,919 $1.51 Million
Q1 2022

Apr 26, 2022

BUY
$57.88 - $62.85 $184,868 - $200,742
3,194 Added 16.4%
22,664 $1.41 Million
Q4 2021

Jan 12, 2022

BUY
$52.3 - $59.21 $140,425 - $158,978
2,685 Added 16.0%
19,470 $1.15 Million
Q3 2021

Oct 12, 2021

BUY
$52.47 - $57.48 $11,281 - $12,358
215 Added 1.3%
16,785 $881,000
Q2 2021

Jul 21, 2021

BUY
$52.51 - $56.24 $243,593 - $260,897
4,639 Added 38.88%
16,570 $897,000
Q1 2021

Apr 19, 2021

BUY
$48.15 - $53.85 $121,867 - $136,294
2,531 Added 26.93%
11,931 $629,000
Q3 2020

Oct 28, 2020

SELL
$43.91 - $51.19 $4,391 - $5,119
-100 Reduced 1.05%
9,400 $464,000
Q1 2020

May 04, 2020

SELL
$37.56 - $60.13 $7,512 - $12,026
-200 Reduced 2.06%
9,500 $420,000
Q4 2019

Jan 31, 2020

BUY
$51.71 - $55.35 $501,587 - $536,895
9,700 New
9,700 $537,000

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 $279B
  • 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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