A detailed history of Lyell Wealth Management, LP transactions in Coca Cola CO stock. As of the latest transaction made, Lyell Wealth Management, LP holds 5,275 shares of KO stock, worth $370,146. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,275
Previous 6,269 15.86%
Holding current value
$370,146
Previous $383,000 12.53%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Aug 08, 2024

SELL
$58.06 - $64.15 $57,711 - $63,765
-994 Reduced 15.86%
5,275 $335,000
Q1 2024

May 03, 2024

BUY
$58.91 - $61.24 $58,556 - $60,872
994 Added 18.84%
6,269 $383,000
Q3 2023

Oct 31, 2023

SELL
$55.81 - $63.05 $49,112 - $55,484
-880 Reduced 14.3%
5,275 $295,000
Q2 2023

Aug 04, 2023

SELL
$59.66 - $64.3 $88,296 - $95,164
-1,480 Reduced 19.38%
6,155 $370,000
Q1 2023

May 03, 2023

BUY
$58.86 - $63.4 $21,778 - $23,458
370 Added 5.09%
7,635 $473,000
Q4 2022

Jan 24, 2023

BUY
$54.39 - $64.37 $14,957 - $17,701
275 Added 3.93%
7,265 $0
Q3 2022

Oct 24, 2022

BUY
$56.02 - $65.22 $3,361 - $3,913
60 Added 0.87%
6,990 $392,000
Q2 2022

Jul 28, 2022

BUY
$59.07 - $66.21 $20,083 - $22,511
340 Added 5.16%
6,930 $439,000
Q1 2022

May 04, 2022

SELL
$57.88 - $62.85 $45,146 - $49,023
-780 Reduced 10.58%
6,590 $411,000
Q4 2021

Feb 08, 2022

SELL
$52.3 - $59.21 $17,677 - $20,012
-338 Reduced 4.39%
7,370 $436,000
Q2 2021

Aug 09, 2021

BUY
$52.51 - $56.24 $19,323 - $20,696
368 Added 5.01%
7,708 $420,000
Q1 2021

May 07, 2021

SELL
$48.15 - $53.85 $7,222 - $8,077
-150 Reduced 2.0%
7,340 $390,000
Q4 2020

Feb 04, 2021

BUY
$47.96 - $54.84 $4,316 - $4,935
90 Added 1.22%
7,490 $411,000
Q3 2020

Nov 04, 2020

SELL
$43.91 - $51.19 $3,688 - $4,299
-84 Reduced 1.12%
7,400 $368,000
Q2 2020

Jul 30, 2020

BUY
$42.12 - $49.85 $58,294 - $68,992
1,384 Added 22.69%
7,484 $337,000
Q1 2020

May 11, 2020

SELL
$37.56 - $60.13 $48,828 - $78,169
-1,300 Reduced 17.57%
6,100 $273,000
Q2 2019

Aug 01, 2019

SELL
$46.18 - $51.92 $23,090 - $25,960
-500 Reduced 6.33%
7,400 $380,000
Q3 2017

Oct 26, 2017

BUY
$44.64 - $46.87 $352,656 - $370,273
7,900
7,900 $359,000

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 $303B
  • 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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