A detailed history of Kapstone Financial Advisors LLC transactions in Coca Cola CO stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 7,684 shares of KO stock, worth $545,640. This represents 0.32% of its overall portfolio holdings.

Number of Shares
7,684
Previous 7,236 6.19%
Holding current value
$545,640
Previous $443 Million 10.48%
% of portfolio
0.32%
Previous 0.3%

Shares

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

Aug 02, 2024

BUY
$58.06 - $64.15 $26,010 - $28,739
448 Added 6.19%
7,684 $489 Million
Q1 2024

May 13, 2024

BUY
$58.91 - $61.24 $3,475 - $3,613
59 Added 0.82%
7,236 $443 Million
Q4 2023

Feb 05, 2024

SELL
$52.38 - $59.93 $16,080 - $18,398
-307 Reduced 4.1%
7,177 $425 Million
Q3 2023

Nov 03, 2023

SELL
$55.81 - $63.05 $10,436 - $11,790
-187 Reduced 2.44%
7,484 $419 Million
Q2 2023

Aug 08, 2023

BUY
$59.66 - $64.3 $6,443 - $6,944
108 Added 1.43%
7,671 $474 Million
Q1 2023

Apr 20, 2023

SELL
$58.86 - $63.4 $10,594 - $11,412
-180 Reduced 2.32%
7,563 $478 Million
Q4 2022

Feb 15, 2023

BUY
$54.39 - $64.37 $421,141 - $498,416
7,743 New
7,743 $467 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 $307B
  • 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 Kapstone Financial Advisors LLC Portfolio

Follow Kapstone Financial Advisors 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 Kapstone Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kapstone Financial Advisors LLC with notifications on news.