Independent Solutions Wealth Management, LLC Coca Cola CO Transaction History

Independent Solutions Wealth Management, LLC

$457 Billion
Q4 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 50,909 shares of KO stock, worth $3.51 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

50,909

Previous 52,914 3.79%

Holding current value

$3.51 Million

Previous $3.8 Billion 16.64%

% of portfolio

0.69%

Previous 0.86%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$61.74 - $71.71 $123,788 - $143,778	-2,005 Reduced 3.79%	50,909 $3.17 Billion
Q3 2024 Dec 19, 2024	SELL	$62.69 - $73.01 $438 - $511	-7 Reduced 0.01%	52,914 $3.8 Billion
Q2 2024 Dec 19, 2024	BUY	$58.06 - $64.15 $11,553 - $12,765	199 Added 0.38%	52,921 $3.37 Billion
Q1 2024 Dec 19, 2024	SELL	$58.91 - $61.24 $47,893 - $49,788	-813 Reduced 1.52%	52,722 $3.23 Billion
Q4 2023 Dec 19, 2024	BUY	$52.38 - $59.93 $101,617 - $116,264	1,940 Added 3.76%	53,535 $3.15 Billion
Q3 2023 Dec 19, 2024	BUY	$55.81 - $63.05 $345,966 - $390,846	6,199 Added 13.66%	51,595 $2.89 Billion
Q2 2023 Dec 19, 2024	BUY	$59.66 - $64.3 $290,484 - $313,076	4,869 Added 12.01%	45,396 $2.73 Billion
Q1 2023 Dec 19, 2024	SELL	$58.86 - $63.4 $76,988 - $82,927	-1,308 Reduced 3.13%	40,527 $2.51 Billion
Q4 2022 Dec 19, 2024	BUY	$54.39 - $64.37 $88,438 - $104,665	1,626 Added 4.04%	41,835 $2.66 Billion
Q3 2022 Dec 19, 2024	BUY	$56.02 - $65.22 $229,962 - $267,728	4,105 Added 11.37%	40,209 $2.25 Billion
Q2 2022 Dec 19, 2024	BUY	$59.07 - $66.21 $148,856 - $166,849	2,520 Added 7.5%	36,104 $2.27 Billion
Q1 2022 Dec 19, 2024	BUY	$57.88 - $62.85 $252,009 - $273,648	4,354 Added 14.9%	33,584 $2.08 Billion
Q4 2021 Dec 19, 2024	BUY	$52.3 - $59.21 $137,758 - $155,959	2,634 Added 9.9%	29,230 $1.73 Billion
Q3 2021 Dec 19, 2024	BUY	$52.47 - $57.48 $110,344 - $120,880	2,103 Added 8.59%	26,596 $1.4 Billion
Q2 2021 Dec 19, 2024	BUY	$52.51 - $56.24 $505,408 - $541,310	9,625 Added 64.74%	24,493 $1.33 Billion
Q1 2021 Dec 19, 2024	SELL	$48.15 - $53.85 $37,508 - $41,949	-779 Reduced 4.98%	14,868 $784 Million
Q4 2020 Dec 19, 2024	BUY	$47.96 - $54.84 $750,430 - $858,081	15,647 New	15,647 $858 Million

Others Institutions Holding KO

# of Institutions

3,545

Shares Held

3.07B

Call Options Held

27.9M

Put Options Held

25.3M

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 $298B
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...

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Independent Solutions Wealth Management, LLC Coca Cola CO Transaction History