A detailed history of Journey Strategic Wealth LLC transactions in Coca Cola CO stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 8,293 shares of KO stock, worth $523,702. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,293
Previous 4,507 84.0%
Holding current value
$523,702
Previous $265,000 91.32%
% of portfolio
0.02%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$58.91 - $61.24 $223,033 - $231,854
3,786 Added 84.0%
8,293 $507,000
Q4 2023

Feb 09, 2024

SELL
$52.38 - $59.93 $24,985 - $28,586
-477 Reduced 9.57%
4,507 $265,000
Q3 2023

Nov 08, 2023

SELL
$55.81 - $63.05 $52,796 - $59,645
-946 Reduced 15.95%
4,984 $279,000
Q2 2023

Aug 14, 2023

SELL
$59.66 - $64.3 $369,056 - $397,759
-6,186 Reduced 51.06%
5,930 $357,000
Q1 2023

May 11, 2023

BUY
$58.86 - $63.4 $54,504 - $58,708
926 Added 8.28%
12,116 $751,000
Q4 2022

Feb 14, 2023

SELL
$54.39 - $64.37 $39,106 - $46,282
-719 Reduced 6.04%
11,190 $711,000
Q3 2022

Nov 14, 2022

BUY
$56.02 - $65.22 $213,044 - $248,031
3,803 Added 46.92%
11,909 $667,000
Q2 2022

Aug 15, 2022

SELL
$59.07 - $66.21 $96,402 - $108,054
-1,632 Reduced 16.76%
8,106 $510,000
Q1 2022

May 16, 2022

BUY
$57.88 - $62.85 $24,309 - $26,397
420 Added 4.51%
9,738 $604,000
Q4 2021

Feb 14, 2022

BUY
$52.3 - $59.21 $487,331 - $551,718
9,318 New
9,318 $552,000

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 $273B
  • 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
Track This Portfolio

Track Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.