A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Coca Cola CO stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 5,510 shares of KO stock, worth $346,303. This represents 0.37% of its overall portfolio holdings.

Number of Shares
5,510
Previous 5,501 0.16%
Holding current value
$346,303
Previous $350,000 12.86%
% of portfolio
0.37%
Previous 0.28%

Shares

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

Oct 21, 2024

BUY
$62.69 - $73.01 $564 - $657
9 Added 0.16%
5,510 $395,000
Q2 2024

Aug 09, 2024

BUY
$58.06 - $64.15 $522 - $577
9 Added 0.16%
5,501 $350,000
Q4 2023

Jan 31, 2024

BUY
$52.38 - $59.93 $16,656 - $19,057
318 Added 6.15%
5,492 $323,000
Q3 2023

Nov 06, 2023

BUY
$55.81 - $63.05 $502 - $567
9 Added 0.17%
5,174 $289,000
Q2 2023

Aug 07, 2023

BUY
$59.66 - $64.3 $18,375 - $19,804
308 Added 6.34%
5,165 $311,000
Q1 2023

May 04, 2023

SELL
$58.86 - $63.4 $6,062 - $6,530
-103 Reduced 2.08%
4,857 $301,000
Q4 2022

Feb 02, 2023

BUY
$54.39 - $64.37 $16,752 - $19,825
308 Added 6.62%
4,960 $315,000
Q3 2022

Nov 10, 2022

BUY
$56.02 - $65.22 $840 - $978
15 Added 0.32%
4,652 $278,000
Q2 2022

Aug 08, 2022

BUY
$59.07 - $66.21 $30,007 - $33,634
508 Added 12.3%
4,637 $292,000
Q4 2021

Feb 10, 2022

BUY
$52.3 - $59.21 $215,946 - $244,478
4,129 New
4,129 $245,000

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 $272B
  • 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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