A detailed history of Integrated Wealth Concepts LLC transactions in Coca Cola CO stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 112,436 shares of KO stock, worth $7.26 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
112,436
Previous 119,961 6.27%
Holding current value
$7.26 Million
Previous $7.64 Million 5.82%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Nov 14, 2024

SELL
$62.69 - $73.01 $471,742 - $549,400
-7,525 Reduced 6.27%
112,436 $8.08 Million
Q2 2024

Aug 14, 2024

BUY
$58.06 - $64.15 $171,218 - $189,178
2,949 Added 2.52%
119,961 $7.64 Million
Q1 2024

May 15, 2024

BUY
$58.91 - $61.24 $548,393 - $570,083
9,309 Added 8.64%
117,012 $7.16 Million
Q4 2023

Feb 13, 2024

SELL
$52.38 - $59.93 $238,014 - $272,321
-4,544 Reduced 4.05%
107,703 $6.35 Million
Q3 2023

Nov 15, 2023

SELL
$55.81 - $63.05 $566,527 - $640,020
-10,151 Reduced 8.29%
112,247 $6.28 Million
Q2 2023

Aug 15, 2023

BUY
$59.66 - $64.3 $432,535 - $466,175
7,250 Added 6.3%
122,398 $7.37 Million
Q1 2023

May 03, 2023

BUY
$58.86 - $63.4 $544,160 - $586,133
9,245 Added 8.73%
115,148 $7.14 Million
Q4 2022

Feb 13, 2023

BUY
$54.39 - $64.37 $178,018 - $210,683
3,273 Added 3.19%
105,903 $6.74 Million
Q3 2022

Nov 14, 2022

BUY
$56.02 - $65.22 $43,415 - $50,545
775 Added 0.76%
102,630 $5.75 Million
Q2 2022

Aug 08, 2022

BUY
$59.07 - $66.21 $676,115 - $757,839
11,446 Added 12.66%
101,855 $6.41 Million
Q1 2022

May 12, 2022

BUY
$57.88 - $62.85 $230,246 - $250,017
3,978 Added 4.6%
90,409 $5.61 Million
Q4 2021

Feb 15, 2022

BUY
$52.3 - $59.21 $375,670 - $425,305
7,183 Added 9.06%
86,431 $5.12 Million
Q3 2021

Nov 15, 2021

BUY
$52.47 - $57.48 $339,638 - $372,068
6,473 Added 8.89%
79,248 $4.16 Million
Q2 2021

Aug 13, 2021

BUY
$52.51 - $56.24 $297,259 - $318,374
5,661 Added 8.43%
72,775 $3.94 Million
Q1 2021

May 13, 2021

BUY
$48.15 - $53.85 $1.22 Million - $1.37 Million
25,393 Added 60.86%
67,114 $3.54 Million
Q4 2020

Feb 12, 2021

BUY
$47.96 - $54.84 $127,813 - $146,148
2,665 Added 6.82%
41,721 $2.29 Million
Q3 2020

Nov 13, 2020

BUY
$43.91 - $51.19 $51,155 - $59,636
1,165 Added 3.07%
39,056 $1.93 Million
Q2 2020

Jul 30, 2020

BUY
$42.12 - $49.85 $102,857 - $121,733
2,442 Added 6.89%
37,891 $1.69 Million
Q1 2020

May 18, 2020

BUY
$37.56 - $60.13 $19,794 - $31,688
527 Added 1.51%
35,449 $1.57 Million
Q4 2019

Feb 20, 2020

BUY
$51.71 - $55.35 $698,446 - $747,612
13,507 Added 63.07%
34,922 $1.93 Million
Q3 2019

Nov 15, 2019

BUY
$51.22 - $55.77 $30,373 - $33,071
593 Added 2.85%
21,415 $1.17 Million
Q2 2019

Aug 15, 2019

BUY
$46.18 - $51.92 $195,941 - $220,296
4,243 Added 25.59%
20,822 $1.07 Million
Q1 2019

May 15, 2019

BUY
$44.69 - $49.79 $170,983 - $190,496
3,826 Added 30.0%
16,579 $777,000
Q4 2018

Feb 14, 2019

BUY
$44.64 - $50.51 $119,144 - $134,811
2,669 Added 26.47%
12,753 $604,000
Q3 2018

Nov 13, 2018

SELL
$43.75 - $46.73 $33,250 - $35,514
-760 Reduced 7.01%
10,084 $466,000
Q2 2018

Jul 27, 2018

BUY
$41.55 - $44.88 $30,788 - $33,256
741 Added 7.33%
10,844 $474,000
Q1 2018

May 15, 2018

BUY
$42.33 - $48.53 $21,588 - $24,750
510 Added 5.32%
10,103 $431,000
Q4 2017

May 15, 2018

BUY
$44.8 - $47.43 $429,766 - $454,995
9,593
9,593 $441,000

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 $279B
  • 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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