A detailed history of Iht Wealth Management, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Iht Wealth Management, LLC holds 69,235 shares of KO stock, worth $4.97 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
69,235
Previous 67,348 2.8%
Holding current value
$4.97 Million
Previous $4.12 Million 6.94%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Aug 14, 2024

BUY
$58.06 - $64.15 $109,559 - $121,051
1,887 Added 2.8%
69,235 $4.41 Million
Q1 2024

May 15, 2024

BUY
$58.91 - $61.24 $20,618 - $21,434
350 Added 0.52%
67,348 $4.12 Million
Q4 2023

Feb 14, 2024

SELL
$52.38 - $59.93 $29,542 - $33,800
-564 Reduced 0.83%
66,998 $3.95 Million
Q3 2023

Nov 14, 2023

SELL
$55.81 - $63.05 $23,830 - $26,922
-427 Reduced 0.63%
67,562 $3.78 Million
Q2 2023

Aug 14, 2023

SELL
$59.66 - $64.3 $342,627 - $369,274
-5,743 Reduced 7.79%
67,989 $4.09 Million
Q1 2023

May 15, 2023

BUY
$58.86 - $63.4 $229,730 - $247,450
3,903 Added 5.59%
73,732 $4.57 Million
Q4 2022

Feb 14, 2023

BUY
$54.39 - $64.37 $20,015 - $23,688
368 Added 0.53%
69,829 $4.44 Million
Q3 2022

Nov 22, 2022

BUY
$56.02 - $65.22 $1.18 Million - $1.37 Million
21,031 Added 43.43%
69,461 $3.89 Million
Q2 2022

Aug 15, 2022

BUY
$59.07 - $66.21 $221,394 - $248,155
3,748 Added 8.39%
48,430 $3.05 Million
Q1 2022

May 16, 2022

BUY
$57.88 - $62.85 $123,110 - $133,681
2,127 Added 5.0%
44,682 $2.77 Million
Q4 2021

Feb 14, 2022

BUY
$52.3 - $59.21 $58,628 - $66,374
1,121 Added 2.71%
42,555 $2.52 Million
Q3 2021

Nov 15, 2021

SELL
$52.47 - $57.48 $240,994 - $264,005
-4,593 Reduced 9.98%
41,434 $2.17 Million
Q2 2021

Aug 16, 2021

SELL
$52.51 - $56.24 $166,509 - $178,337
-3,171 Reduced 6.45%
46,027 $2.49 Million
Q1 2021

May 18, 2021

SELL
$48.15 - $53.85 $183,451 - $205,168
-3,810 Reduced 7.19%
49,198 $2.59 Million
Q4 2020

Feb 17, 2021

BUY
$47.96 - $54.84 $93,713 - $107,157
1,954 Added 3.83%
53,008 $2.91 Million
Q3 2020

Nov 19, 2020

BUY
$43.91 - $51.19 $345,922 - $403,274
7,878 Added 18.25%
51,054 $2.52 Million
Q2 2020

Aug 14, 2020

SELL
$42.12 - $49.85 $119,031 - $140,876
-2,826 Reduced 6.14%
43,176 $1.93 Million
Q1 2020

May 13, 2020

SELL
$37.56 - $60.13 $606,030 - $970,197
-16,135 Reduced 25.97%
46,002 $2.04 Million
Q4 2019

Feb 18, 2020

BUY
$51.71 - $55.35 $501,431 - $536,728
9,697 Added 18.49%
62,137 $3.44 Million
Q3 2019

Nov 15, 2019

BUY
$51.22 - $55.77 $306,244 - $333,448
5,979 Added 12.87%
52,440 $2.85 Million
Q2 2019

Aug 12, 2019

BUY
$46.18 - $51.92 $241,105 - $271,074
5,221 Added 12.66%
46,461 $2.38 Million
Q1 2019

May 16, 2019

SELL
$44.69 - $49.79 $122,316 - $136,275
-2,737 Reduced 6.22%
41,240 $1.93 Million
Q4 2018

Feb 15, 2019

BUY
$44.64 - $50.51 $356,405 - $403,271
7,984 Added 22.18%
43,977 $2.08 Million
Q3 2018

Nov 14, 2018

BUY
$43.75 - $46.73 $251,693 - $268,837
5,753 Added 19.02%
35,993 $1.66 Million
Q2 2018

Aug 13, 2018

BUY
$41.55 - $44.88 $435,402 - $470,297
10,479 Added 53.03%
30,240 $1.33 Million
Q1 2018

May 15, 2018

SELL
$42.33 - $48.53 $34,879 - $39,988
-824 Reduced 4.0%
19,761 $843,000
Q4 2017

Feb 14, 2018

BUY
$44.8 - $47.43 $187,667 - $198,684
4,189 Added 25.55%
20,585 $947,000
Q3 2017

Nov 14, 2017

BUY
$44.64 - $46.87 $731,917 - $768,480
16,396
16,396 $745,000

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 $310B
  • 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

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.