A detailed history of Heritage Financial Services, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Heritage Financial Services, LLC holds 21,026 shares of KO stock, worth $1.5 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
21,026
Previous 21,086 0.28%
Holding current value
$1.5 Million
Previous $1.29 Million 3.72%
% of portfolio
0.2%
Previous 0.2%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$58.06 - $64.15 $3,483 - $3,849
-60 Reduced 0.28%
21,026 $1.34 Million
Q1 2024

May 14, 2024

BUY
$58.91 - $61.24 $6,008 - $6,246
102 Added 0.49%
21,086 $1.29 Million
Q3 2023

Oct 19, 2023

BUY
$55.81 - $63.05 $53,521 - $60,464
959 Added 4.79%
20,984 $1.17 Million
Q1 2023

May 10, 2023

SELL
$58.86 - $63.4 $2,943 - $3,170
-50 Reduced 0.25%
20,025 $1.24 Million
Q4 2022

Jan 27, 2023

SELL
$54.39 - $64.37 $13,706 - $16,221
-252 Reduced 1.24%
20,075 $0
Q3 2022

Nov 03, 2022

BUY
$56.02 - $65.22 $6,554 - $7,630
117 Added 0.58%
20,327 $1.14 Million
Q2 2022

Jul 19, 2022

SELL
$59.07 - $66.21 $474,804 - $532,195
-8,038 Reduced 28.46%
20,210 $1.27 Million
Q1 2022

Aug 30, 2022

BUY
$57.88 - $62.85 $432,305 - $469,426
7,469 Added 35.94%
28,248 $1.75 Million
Q4 2021

Aug 26, 2022

BUY
$52.3 - $59.21 $1.09 Million - $1.23 Million
20,779 New
20,779 $1.23 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 $308B
  • 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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