A detailed history of Lakeshore Financial Planning, Inc. transactions in Coca Cola CO stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 11,979 shares of KO stock, worth $763,781. This represents 0.38% of its overall portfolio holdings.

Number of Shares
11,979
Previous 11,831 1.25%
Holding current value
$763,781
Previous $753 Million 14.31%
% of portfolio
0.38%
Previous 0.37%

Shares

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

Oct 31, 2024

BUY
$62.69 - $73.01 $9,278 - $10,805
148 Added 1.25%
11,979 $861 Million
Q2 2024

Jul 25, 2024

SELL
$58.06 - $64.15 $1,974 - $2,181
-34 Reduced 0.29%
11,831 $753 Million
Q1 2024

May 10, 2024

SELL
$58.91 - $61.24 $27,746 - $28,844
-471 Reduced 3.82%
11,865 $726 Million
Q3 2023

Nov 14, 2023

BUY
$55.81 - $63.05 $688,472 - $777,784
12,336 New
12,336 $691 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 $276B
  • 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 Lakeshore Financial Planning, Inc. Portfolio

Follow Lakeshore Financial Planning, Inc. 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 Lakeshore Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lakeshore Financial Planning, Inc. with notifications on news.