A detailed history of Institutional & Family Asset Management, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 5,177 shares of KO stock, worth $363,270. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,177
Previous 4,145 24.9%
Holding current value
$363,270
Previous $253,000 30.04%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Jul 05, 2024

BUY
$58.06 - $64.15 $59,917 - $66,202
1,032 Added 24.9%
5,177 $329,000
Q1 2024

May 08, 2024

SELL
$58.91 - $61.24 $8,129 - $8,451
-138 Reduced 3.22%
4,145 $253,000
Q4 2023

Feb 06, 2024

SELL
$52.38 - $59.93 $1,571 - $1,797
-30 Reduced 0.7%
4,283 $252,000
Q3 2023

Nov 13, 2023

BUY
$55.81 - $63.05 $42,471 - $47,981
761 Added 21.42%
4,313 $241,000
Q2 2023

Aug 09, 2023

SELL
$59.66 - $64.3 $7,457 - $8,037
-125 Reduced 3.4%
3,552 $213,000
Q1 2023

May 08, 2023

BUY
$58.86 - $63.4 $28,135 - $30,305
478 Added 14.94%
3,677 $228,000
Q4 2022

Feb 08, 2023

BUY
$54.39 - $64.37 $51,888 - $61,408
954 Added 42.49%
3,199 $203,000
Q3 2022

Nov 07, 2022

BUY
$56.02 - $65.22 $504 - $586
9 Added 0.4%
2,245 $126,000
Q2 2022

Aug 08, 2022

SELL
$59.07 - $66.21 $12,581 - $14,102
-213 Reduced 8.7%
2,236 $141,000
Q1 2022

May 11, 2022

BUY
$57.88 - $62.85 $8,913 - $9,678
154 Added 6.71%
2,449 $152,000
Q4 2021

Feb 14, 2022

BUY
$52.3 - $59.21 $732 - $828
14 Added 0.61%
2,295 $136,000
Q3 2021

Nov 10, 2021

SELL
$52.47 - $57.48 $22,562 - $24,716
-430 Reduced 15.86%
2,281 $120,000
Q2 2021

Aug 10, 2021

BUY
$52.51 - $56.24 $472 - $506
9 Added 0.33%
2,711 $147,000
Q1 2021

May 06, 2021

BUY
$48.15 - $53.85 $2,792 - $3,123
58 Added 2.19%
2,702 $142,000
Q4 2020

Feb 03, 2021

SELL
$47.96 - $54.84 $1,294 - $1,480
-27 Reduced 1.01%
2,644 $145,000
Q3 2020

Oct 30, 2020

SELL
$43.91 - $51.19 $169,799 - $197,951
-3,867 Reduced 59.15%
2,671 $132,000
Q2 2020

Aug 14, 2020

BUY
$42.12 - $49.85 $43,509 - $51,495
1,033 Added 18.76%
6,538 $292,000
Q1 2020

May 14, 2020

BUY
$37.56 - $60.13 $5,896 - $9,440
157 Added 2.94%
5,505 $244,000
Q4 2019

Feb 14, 2020

SELL
$51.71 - $55.35 $26,889 - $28,782
-520 Reduced 8.86%
5,348 $296,000
Q3 2019

Nov 14, 2019

SELL
$51.22 - $55.77 $22,485 - $24,483
-439 Reduced 6.96%
5,868 $319,000
Q2 2019

Aug 14, 2019

SELL
$46.18 - $51.92 $21,704 - $24,402
-470 Reduced 6.94%
6,307 $321,000
Q1 2019

May 13, 2019

SELL
$44.69 - $49.79 $73,559 - $81,954
-1,646 Reduced 19.54%
6,777 $318,000
Q4 2018

Feb 14, 2019

BUY
$44.64 - $50.51 $80,843 - $91,473
1,811 Added 27.39%
8,423 $399,000
Q3 2018

Nov 13, 2018

BUY
$43.75 - $46.73 $1,531 - $1,635
35 Added 0.53%
6,612 $305,000
Q2 2018

Aug 13, 2018

BUY
$41.55 - $44.88 $6,648 - $7,180
160 Added 2.49%
6,577 $288,000
Q1 2018

May 14, 2018

SELL
$42.33 - $48.53 $9,016 - $10,336
-213 Reduced 3.21%
6,417 $279,000
Q4 2017

Feb 14, 2018

SELL
$44.8 - $47.43 $502,655 - $532,164
-11,220 Reduced 62.86%
6,630 $304,000
Q3 2017

Nov 14, 2017

BUY
$44.64 - $46.87 $163,025 - $171,169
3,652 Added 25.72%
17,850 $803,000
Q2 2017

Aug 14, 2017

BUY
N/A
14,198
14,198 $637,000

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 $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
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