A detailed history of Marotta Asset Management transactions in Coca Cola CO stock. As of the latest transaction made, Marotta Asset Management holds 7,036 shares of KO stock, worth $499,626. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,036
Previous 6,813 3.27%
Holding current value
$499,626
Previous $416,000 7.45%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jul 17, 2024

BUY
$58.06 - $64.15 $12,947 - $14,305
223 Added 3.27%
7,036 $447,000
Q1 2024

Apr 02, 2024

SELL
$58.91 - $61.24 $36,524 - $37,968
-620 Reduced 8.34%
6,813 $416,000
Q4 2023

Jan 03, 2024

SELL
$52.38 - $59.93 $523 - $599
-10 Reduced 0.13%
7,433 $438,000
Q3 2023

Oct 11, 2023

SELL
$55.81 - $63.05 $10,380 - $11,727
-186 Reduced 2.44%
7,443 $416,000
Q2 2023

Jul 05, 2023

BUY
$59.66 - $64.3 $78,989 - $85,133
1,324 Added 21.0%
7,629 $459,000
Q2 2022

Jul 21, 2022

SELL
$59.07 - $66.21 $1,299 - $1,456
-22 Reduced 0.35%
6,305 $396,000
Q1 2022

Apr 08, 2022

BUY
$57.88 - $62.85 $131,098 - $142,355
2,265 Added 55.76%
6,327 $392,000
Q4 2021

Jan 13, 2022

BUY
$52.3 - $59.21 $732 - $828
14 Added 0.35%
4,062 $240,000
Q3 2021

Oct 21, 2021

BUY
$52.47 - $57.48 $15,950 - $17,473
304 Added 8.12%
4,048 $212,000
Q2 2021

Jul 09, 2021

BUY
$52.51 - $56.24 $196,597 - $210,562
3,744 New
3,744 $202,000
Q1 2020

Apr 02, 2020

SELL
$37.56 - $60.13 $133,751 - $214,122
-3,561 Closed
0 $0
Q4 2019

Feb 04, 2020

BUY
$51.71 - $55.35 $184,139 - $197,101
3,561 New
3,561 $197,000

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 $307B
  • 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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