Liberty Wealth Management LLC Coca Cola CO Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Coca Cola CO stock. As of the latest transaction made, Liberty Wealth Management LLC holds 8,779 shares of KO stock, worth $551,672. This represents 0.11% of its overall portfolio holdings.

Number of Shares

8,779

Previous 48,062 81.73%

Holding current value

$551,672

Previous $527,000 19.54%

% of portfolio

0.11%

Previous 0.1%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$62.69 - $73.01 $2.46 Million - $2.87 Million	-39,283 Reduced 81.73%	8,779 $630,000
Q2 2024 Aug 06, 2024	BUY	$58.06 - $64.15 $2.28 Million - $2.52 Million	39,259 Added 445.97%	48,062 $527,000
Q1 2024 May 02, 2024	BUY	$58.91 - $61.24 $75,758 - $78,754	1,286 Added 17.11%	8,803 $539,000
Q4 2023 Feb 08, 2024	BUY	$52.38 - $59.93 $20,113 - $23,013	384 Added 5.38%	7,517 $442,000
Q3 2023 Nov 13, 2023	BUY	$55.81 - $63.05 $1,730 - $1,954	31 Added 0.44%	7,133 $399,000
Q2 2023 Aug 10, 2023	BUY	$59.66 - $64.3 $4,593 - $4,951	77 Added 1.1%	7,102 $427,000
Q1 2023 May 03, 2023	BUY	$58.86 - $63.4 $44,851 - $48,310	762 Added 12.17%	7,025 $435,000
Q3 2022 Nov 15, 2022	BUY	$56.02 - $65.22 $1,400 - $1,630	25 Added 0.4%	6,263 $350,000
Q2 2022 Aug 15, 2022	BUY	$59.07 - $66.21 $3,248 - $3,641	55 Added 0.89%	6,238 $390,000
Q1 2022 May 09, 2022	SELL	$57.88 - $62.85 $22,457 - $24,385	-388 Reduced 5.9%	6,183 $383,000
Q4 2021 Feb 15, 2022	SELL	$52.3 - $59.21 $39,068 - $44,229	-747 Reduced 10.21%	6,571 $389,000
Q3 2021 Nov 15, 2021	BUY	$52.47 - $57.48 $32,373 - $35,465	617 Added 9.21%	7,318 $387,000
Q2 2021 Aug 13, 2021	SELL	$52.51 - $56.24 $18.1 Million - $19.4 Million	-344,132 Reduced 98.09%	6,701 $351,000
Q2 2021 Aug 13, 2021	BUY	$52.51 - $56.24 $18.1 Million - $19.4 Million	344,360 Added 5319.94%	350,833 $6.7 Million
Q4 2020 Feb 09, 2021	SELL	$47.96 - $54.84 $143 - $164	-3 Reduced 0.05%	6,473 $313,000
Q3 2020 Nov 05, 2020	BUY	$43.91 - $51.19 $48,388 - $56,411	1,102 Added 20.51%	6,476 $320,000
Q2 2020 Aug 04, 2020	SELL	$42.12 - $49.85 $7,202 - $8,524	-171 Reduced 3.08%	5,374 $240,000
Q1 2020 Apr 27, 2020	SELL	$37.56 - $60.13 $8,601 - $13,769	-229 Reduced 3.97%	5,545 $245,000
Q4 2019 Feb 05, 2020	BUY	$51.71 - $55.35 $44,677 - $47,822	864 Added 17.6%	5,774 $319,000
Q3 2019 Oct 30, 2019	SELL	$51.22 - $55.77 $182,035 - $198,206	-3,554 Reduced 41.99%	4,910 $267,000
Q2 2019 Jul 30, 2019	SELL	$46.18 - $51.92 $1.84 Million - $2.07 Million	-39,858 Reduced 82.48%	8,464 $431,000
Q1 2019 Apr 18, 2019	SELL	$44.69 - $49.79 $39,237 - $43,715	-878 Reduced 1.78%	48,322 $2.26 Million
Q4 2018 Mar 26, 2019	BUY	$44.64 - $50.51 $2.2 Million - $2.49 Million	49,200 New	49,200 $2.33 Million

Others Institutions Holding KO

# of Institutions

3,442

Shares Held

2.99B

Call Options Held

26.8M

Put Options Held

21.5M

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 $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...

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Liberty Wealth Management LLC Coca Cola CO Transaction History