A detailed history of Lodestone Wealth Management LLC transactions in Coca Cola CO stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 6,615 shares of KO stock, worth $421,772. This represents 0.24% of its overall portfolio holdings.

Number of Shares
6,615
Previous 8,962 26.19%
Holding current value
$421,772
Previous $570 Million 16.67%
% of portfolio
0.24%
Previous 0.3%

Shares

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

Oct 29, 2024

SELL
$62.69 - $73.01 $147,133 - $171,354
-2,347 Reduced 26.19%
6,615 $475 Million
Q2 2024

Jul 16, 2024

SELL
$58.06 - $64.15 $2,206 - $2,437
-38 Reduced 0.42%
8,962 $570 Million
Q1 2024

Apr 30, 2024

BUY
$58.91 - $61.24 $16,789 - $17,453
285 Added 3.27%
9,000 $551 Million
Q4 2023

Jan 24, 2024

BUY
$52.38 - $59.93 $9,480 - $10,847
181 Added 2.12%
8,715 $514 Million
Q3 2023

Oct 20, 2023

SELL
$55.81 - $63.05 $3,962 - $4,476
-71 Reduced 0.83%
8,534 $478 Million
Q2 2023

Jul 25, 2023

SELL
$59.66 - $64.3 $11,574 - $12,474
-194 Reduced 2.2%
8,605 $518 Million
Q1 2023

May 15, 2023

SELL
$58.86 - $63.4 $1,648 - $1,775
-28 Reduced 0.32%
8,799 $546 Million
Q4 2022

Feb 09, 2023

BUY
$54.39 - $64.37 $480,100 - $568,193
8,827 New
8,827 $561 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 Lodestone Wealth Management LLC Portfolio

Follow Lodestone Wealth Management 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 Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.