A detailed history of Marcum Wealth, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Marcum Wealth, LLC holds 17,764 shares of KO stock, worth $1.12 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
17,764
Previous 17,787 0.13%
Holding current value
$1.12 Million
Previous $1.13 Million 12.72%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Oct 08, 2024

SELL
$62.69 - $73.01 $1,441 - $1,679
-23 Reduced 0.13%
17,764 $1.28 Million
Q2 2024

Jul 02, 2024

SELL
$58.06 - $64.15 $120,068 - $132,662
-2,068 Reduced 10.42%
17,787 $1.13 Million
Q1 2024

Apr 10, 2024

SELL
$58.91 - $61.24 $28,276 - $29,395
-480 Reduced 2.36%
19,855 $1.21 Million
Q4 2023

Jan 10, 2024

SELL
$52.38 - $59.93 $194,015 - $221,980
-3,704 Reduced 15.41%
20,335 $1.2 Million
Q3 2023

Oct 10, 2023

BUY
$55.81 - $63.05 $77,464 - $87,513
1,388 Added 6.13%
24,039 $1.35 Million
Q2 2023

Jul 13, 2023

BUY
$59.66 - $64.3 $176,056 - $189,749
2,951 Added 14.98%
22,651 $1.36 Million
Q1 2023

Apr 19, 2023

BUY
$58.86 - $63.4 $32,549 - $35,060
553 Added 2.89%
19,700 $1.22 Million
Q4 2022

Jan 12, 2023

SELL
$54.39 - $64.37 $11,530 - $13,646
-212 Reduced 1.1%
19,147 $0
Q3 2022

Oct 11, 2022

BUY
$56.02 - $65.22 $47,673 - $55,502
851 Added 4.6%
19,359 $1.08 Million
Q2 2022

Jul 14, 2022

SELL
$59.07 - $66.21 $130,485 - $146,257
-2,209 Reduced 10.66%
18,508 $1.16 Million
Q1 2022

Apr 20, 2022

BUY
$57.88 - $62.85 $58,458 - $63,478
1,010 Added 5.13%
20,717 $1.28 Million
Q4 2021

Feb 01, 2022

SELL
$52.3 - $59.21 $9,623 - $10,894
-184 Reduced 0.93%
19,707 $1.17 Million
Q3 2021

Nov 08, 2021

BUY
$52.47 - $57.48 $64,433 - $70,585
1,228 Added 6.58%
19,891 $1.04 Million
Q2 2021

Aug 10, 2021

SELL
$52.51 - $56.24 $118,882 - $127,327
-2,264 Reduced 10.82%
18,663 $1.01 Million
Q1 2021

May 11, 2021

BUY
$48.15 - $53.85 $612,997 - $685,564
12,731 Added 155.33%
20,927 $1.1 Million
Q4 2020

Feb 09, 2021

BUY
$47.96 - $54.84 $59,758 - $68,330
1,246 Added 17.93%
8,196 $449,000
Q3 2020

Nov 09, 2020

SELL
$43.91 - $51.19 $4,742 - $5,528
-108 Reduced 1.53%
6,950 $343,000
Q2 2020

Aug 14, 2020

BUY
$42.12 - $49.85 $15,668 - $18,544
372 Added 5.56%
7,058 $315,000
Q1 2020

May 14, 2020

BUY
$37.56 - $60.13 $34,517 - $55,259
919 Added 15.94%
6,686 $296,000
Q4 2019

Feb 13, 2020

BUY
$51.71 - $55.35 $298,211 - $319,203
5,767 New
5,767 $319,000

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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