Heritage Wealth Advisors Coca Cola CO Transaction History

Heritage Wealth Advisors

$2.16 Billion
Q2 2024

A detailed history of Heritage Wealth Advisors transactions in Coca Cola CO stock. As of the latest transaction made, Heritage Wealth Advisors holds 16,581 shares of KO stock, worth $1.16 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

16,581

Previous 18,544 10.59%

Holding current value

$1.16 Million

Previous $1.13 Million 6.97%

% of portfolio

0.05%

Previous 0.04%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	SELL	$58.06 - $64.15 $113,971 - $125,926	-1,963 Reduced 10.59%	16,581 $1.06 Million
Q1 2024 May 08, 2024	SELL	$58.91 - $61.24 $3,946 - $4,103	-67 Reduced 0.36%	18,544 $1.13 Million
Q4 2023 Feb 09, 2024	BUY	$52.38 - $59.93 $2,147 - $2,457	41 Added 0.22%	18,611 $1.1 Million
Q3 2023 Nov 08, 2023	SELL	$55.81 - $63.05 $47,326 - $53,466	-848 Reduced 4.37%	18,570 $1.04 Million
Q2 2023 Aug 09, 2023	SELL	$59.66 - $64.3 $11,932 - $12,860	-200 Reduced 1.02%	19,418 $1.17 Million
Q1 2023 May 04, 2023	SELL	$58.86 - $63.4 $174,578 - $188,044	-2,966 Reduced 13.13%	19,618 $1.22 Million
Q4 2022 Feb 06, 2023	SELL	$54.39 - $64.37 $60,753 - $71,901	-1,117 Reduced 4.71%	22,584 $1.44 Million
Q2 2022 Aug 04, 2022	BUY	$59.07 - $66.21 $120,207 - $134,737	2,035 Added 9.39%	23,701 $1.49 Million
Q1 2022 May 11, 2022	SELL	$57.88 - $62.85 $12,502 - $13,575	-216 Reduced 0.99%	21,666 $1.34 Million
Q4 2021 Feb 02, 2022	BUY	$52.3 - $59.21 $20,815 - $23,565	398 Added 1.85%	21,882 $1.3 Million
Q3 2021 Nov 02, 2021	SELL	$52.47 - $57.48 $24,083 - $26,383	-459 Reduced 2.09%	21,484 $1.13 Million
Q2 2021 Aug 09, 2021	BUY	$52.51 - $56.24 $7,351 - $7,873	140 Added 0.64%	21,943 $1.19 Million
Q2 2021 Jul 27, 2021	BUY	$52.51 - $56.24 $19,061 - $20,415	363 Added 1.69%	21,803 $1.2 Million
Q1 2021 Apr 27, 2021	SELL	$48.15 - $53.85 $17,478 - $19,547	-363 Reduced 1.66%	21,440 $1.13 Million
Q4 2020 Feb 01, 2021	BUY	$47.96 - $54.84 $53,571 - $61,256	1,117 Added 5.4%	21,803 $1.2 Million
Q3 2020 Nov 03, 2020	SELL	$43.91 - $51.19 $56,160 - $65,472	-1,279 Reduced 5.82%	20,686 $1.02 Million
Q2 2020 Jul 17, 2020	BUY	$42.12 - $49.85 $847,159 - $1 Million	20,113 Added 1086.02%	21,965 $981,000
Q2 2020 Jul 17, 2020	SELL	$42.12 - $49.85 $869,735 - $1.03 Million	-20,649 Reduced 91.77%	1,852 $981,000
Q1 2020 May 05, 2020	SELL	$37.56 - $60.13 $63,288 - $101,319	-1,685 Reduced 6.97%	22,501 $995,000
Q4 2019 Feb 04, 2020	SELL	$51.71 - $55.35 $70,429 - $75,386	-1,362 Reduced 5.33%	24,186 $1.34 Million
Q3 2019 Oct 30, 2019	BUY	$51.22 - $55.77 $106,896 - $116,391	2,087 Added 8.9%	25,548 $1.39 Million
Q2 2019 Aug 05, 2019	BUY	$46.18 - $51.92 $183,426 - $206,226	3,972 Added 20.38%	23,461 $0
Q1 2019 May 06, 2019	BUY	$44.69 - $49.79 $64,979 - $72,394	1,454 Added 8.06%	19,489 $0
Q4 2018 Jan 28, 2019	BUY	$44.64 - $50.51 $5,312 - $6,010	119 Added 0.66%	18,035 $853,000
Q3 2018 Nov 14, 2018	BUY	$43.75 - $46.73 $5,468 - $5,841	125 Added 0.7%	17,916 $827,000
Q2 2018 Jul 19, 2018	SELL	$41.55 - $44.88 $8,310 - $8,976	-200 Reduced 1.11%	17,791 $778,000
Q1 2018 May 10, 2018	SELL	$42.33 - $48.53 $1,396 - $1,601	-33 Reduced 0.18%	17,991 $782,000
Q4 2017 Feb 02, 2018	BUY	$44.8 - $47.43 $4,166 - $4,410	93 Added 0.52%	18,024 $827,000
Q3 2017 Nov 07, 2017	BUY	$44.64 - $46.87 $800,439 - $840,425	17,931	17,931 $808,000

Others Institutions Holding KO

# of Institutions

3,307

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 $303B
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 Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Account

Heritage Wealth Advisors Coca Cola CO Transaction History