A detailed history of Institute For Wealth Management, Llc. transactions in Coca Cola CO stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 10,654 shares of KO stock, worth $657,777. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,654
Previous 11,232 5.15%
Holding current value
$657,777
Previous $714,000 7.14%
% of portfolio
0.1%
Previous 0.1%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$62.69 - $73.01 $36,234 - $42,199
-578 Reduced 5.15%
10,654 $765,000
Q2 2024

Jul 25, 2024

BUY
$58.06 - $64.15 $204,138 - $225,551
3,516 Added 45.57%
11,232 $714,000
Q1 2024

Apr 30, 2024

BUY
$58.91 - $61.24 $90,603 - $94,187
1,538 Added 24.89%
7,716 $472,000
Q4 2023

Jan 31, 2024

SELL
$52.38 - $59.93 $32,004 - $36,617
-611 Reduced 9.0%
6,178 $364,000
Q3 2023

Oct 13, 2023

SELL
$55.81 - $63.05 $2,623 - $2,963
-47 Reduced 0.69%
6,789 $380,000
Q2 2023

Jul 25, 2023

BUY
$59.66 - $64.3 $178 - $192
3 Added 0.04%
6,836 $411,000
Q1 2023

Apr 20, 2023

SELL
$58.86 - $63.4 $23,602 - $25,423
-401 Reduced 5.54%
6,833 $423,000
Q4 2022

Feb 02, 2023

BUY
$54.39 - $64.37 $8,049 - $9,526
148 Added 2.09%
7,234 $460,000
Q3 2022

Oct 18, 2022

BUY
$56.02 - $65.22 $1,344 - $1,565
24 Added 0.34%
7,086 $397,000
Q2 2022

Jul 25, 2022

SELL
$59.07 - $66.21 $38,159 - $42,771
-646 Reduced 8.38%
7,062 $444,000
Q1 2022

Apr 29, 2022

SELL
$57.88 - $62.85 $3,009 - $3,268
-52 Reduced 0.67%
7,708 $478,000
Q4 2021

Jan 21, 2022

BUY
$52.3 - $59.21 $575 - $651
11 Added 0.14%
7,760 $459,000
Q3 2021

Nov 15, 2021

SELL
$52.47 - $57.48 $5,037 - $5,518
-96 Reduced 1.22%
7,749 $407,000
Q2 2021

Jul 21, 2021

BUY
$52.51 - $56.24 $262 - $281
5 Added 0.06%
7,845 $424,000
Q1 2021

May 04, 2021

SELL
$48.15 - $53.85 $1,781 - $1,992
-37 Reduced 0.47%
7,840 $413,000
Q4 2020

Feb 01, 2021

BUY
$47.96 - $54.84 $17,985 - $20,565
375 Added 5.0%
7,877 $432,000
Q3 2020

Nov 03, 2020

SELL
$43.91 - $51.19 $289,235 - $337,188
-6,587 Reduced 46.75%
7,502 $370,000
Q2 2020

Jul 30, 2020

BUY
$42.12 - $49.85 $41,698 - $49,351
990 Added 7.56%
14,089 $629,000
Q1 2020

Apr 29, 2020

SELL
$37.56 - $60.13 $5,295 - $8,478
-141 Reduced 1.06%
13,099 $580,000
Q4 2019

Feb 27, 2020

BUY
$51.71 - $55.35 $646,736 - $692,262
12,507 Added 1706.28%
13,240 $733,000
Q4 2019

Jan 27, 2020

SELL
$51.71 - $55.35 $624,656 - $668,628
-12,080 Reduced 94.28%
733 $733,000
Q3 2019

Oct 28, 2019

SELL
$51.22 - $55.77 $1.53 Million - $1.67 Million
-29,890 Reduced 70.0%
12,813 $698,000
Q2 2019

Aug 02, 2019

BUY
$46.18 - $51.92 $10,806 - $12,149
234 Added 0.55%
42,703 $2.17 Million
Q1 2019

May 15, 2019

BUY
$44.69 - $49.79 $1.9 Million - $2.11 Million
42,469 New
42,469 $1.99 Million
Q4 2018

Feb 08, 2019

SELL
$44.64 - $50.51 $1.94 Million - $2.19 Million
-43,433 Closed
0 $0
Q3 2018

Oct 29, 2018

SELL
$43.75 - $46.73 $38,675 - $41,309
-884 Reduced 1.99%
43,433 $1.99 Million
Q2 2018

Aug 10, 2018

BUY
$41.55 - $44.88 $24,099 - $26,030
580 Added 1.33%
44,317 $1.94 Million
Q1 2018

May 15, 2018

BUY
$42.33 - $48.53 $916,994 - $1.05 Million
21,663 Added 98.14%
43,737 $1.89 Million
Q4 2017

Feb 12, 2018

SELL
$44.8 - $47.43 $1.01 Million - $1.07 Million
-22,546 Reduced 50.53%
22,074 $1.01 Million
Q3 2017

Nov 14, 2017

BUY
$44.64 - $46.87 $85,440 - $89,709
1,914 Added 4.48%
44,620 $2.01 Million
Q2 2017

Aug 14, 2017

BUY
N/A
42,706
42,706 $1.92 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 $267B
  • 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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