Janiczek Wealth Management, LLC Coca Cola CO Transaction History

Janiczek Wealth Management, LLC

$475 Million
Q2 2024

A detailed history of Janiczek Wealth Management, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 6,936 shares of KO stock, worth $484,826. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,936

Previous 6,021 15.2%

Holding current value

$484,826

Previous $368,000 19.84%

% of portfolio

0.09%

Previous 0.08%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	$58.06 - $64.15 $53,124 - $58,697	915 Added 15.2%	6,936 $441,000
Q1 2024 Apr 15, 2024	BUY	$58.91 - $61.24 $706 - $734	12 Added 0.2%	6,021 $368,000
Q4 2023 Jan 26, 2024	SELL	$52.38 - $59.93 $33,208 - $37,995	-634 Reduced 9.54%	6,009 $354,000
Q3 2023 Oct 13, 2023	BUY	$55.81 - $63.05 $102,132 - $115,381	1,830 Added 38.02%	6,643 $371,000
Q2 2023 Jul 11, 2023	SELL	$59.66 - $64.3 $132,624 - $142,938	-2,223 Reduced 31.59%	4,813 $289,000
Q1 2023 Apr 21, 2023	BUY	$58.86 - $63.4 $141,381 - $152,286	2,402 Added 51.83%	7,036 $436,000
Q4 2022 Jan 20, 2023	SELL	$54.39 - $64.37 $543 - $643	-10 Reduced 0.22%	4,634 $0
Q3 2022 Oct 17, 2022	BUY	$56.02 - $65.22 $8,963 - $10,435	160 Added 3.57%	4,644 $253,000
Q2 2022 Aug 03, 2022	BUY	$59.07 - $66.21 $32,311 - $36,216	547 Added 13.89%	4,484 $288,000
Q1 2022 May 05, 2022	SELL	$57.88 - $62.85 $11,344 - $12,318	-196 Reduced 4.74%	3,937 $244,000
Q4 2021 Feb 02, 2022	BUY	$52.3 - $59.21 $3,922 - $4,440	75 Added 1.85%	4,133 $245,000
Q3 2021 Oct 19, 2021	BUY	$52.47 - $57.48 $1,993 - $2,184	38 Added 0.95%	4,058 $213,000
Q1 2021 Apr 28, 2021	SELL	$48.15 - $53.85 $10,207 - $11,416	-212 Reduced 5.01%	4,020 $212,000
Q4 2020 Jan 26, 2021	BUY	$47.96 - $54.84 $40,813 - $46,668	851 Added 25.17%	4,232 $232,000
Q3 2020 Oct 19, 2020	BUY	$43.91 - $51.19 $76,139 - $88,763	1,734 Added 105.28%	3,381 $167,000
Q2 2020 Jul 17, 2020	BUY	$42.12 - $49.85 $17,606 - $20,837	418 Added 34.01%	1,647 $74,000
Q4 2019 Feb 05, 2020	SELL	$51.71 - $55.35 $62,724 - $67,139	-1,213 Reduced 49.67%	1,229 $68,000
Q3 2019 Oct 30, 2019	BUY	$51.22 - $55.77 $25,610 - $27,885	500 Added 25.75%	2,442 $133,000
Q3 2018 Oct 22, 2018	SELL	$43.75 - $46.73 $1,093 - $1,168	-25 Reduced 1.27%	1,942 $90,000
Q2 2018 Jul 25, 2018	BUY	$41.55 - $44.88 $81,728 - $88,278	1,967 New	1,967 $86,000

Others Institutions Holding KO

# of Institutions

3,344

Shares Held

3.03B

Call Options Held

20.6M

Put Options Held

15.2M

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 $302B
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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Janiczek Wealth Management, LLC Coca Cola CO Transaction History