A detailed history of Holistic Planning, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Holistic Planning, LLC holds 4,974 shares of KO stock, worth $358,128. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,974
Previous 5,781 13.96%
Holding current value
$358,128
Previous $360 Million 1.03%
% of portfolio
0.12%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025

SELL
$60.81 - $72.32 $49,073 - $58,362
-807 Reduced 13.96%
4,974 $356 Million
Q4 2024

Jan 24, 2025

BUY
$61.74 - $71.71 $4,692 - $5,449
76 Added 1.33%
5,781 $360 Million
Q3 2024

Nov 01, 2024

BUY
$62.69 - $73.01 $30,279 - $35,263
483 Added 9.25%
5,705 $410 Million
Q1 2024

May 01, 2024

SELL
$58.91 - $61.24 $9,720 - $10,104
-165 Reduced 3.06%
5,222 $319 Million
Q4 2023

Feb 14, 2024

BUY
$52.38 - $59.93 $282,171 - $322,842
5,387 New
5,387 $317 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 $311B
  • 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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