Marshall Financial Group LLC Coca Cola CO Transaction History

Marshall Financial Group LLC

$412 Million
Q3 2024

A detailed history of Marshall Financial Group LLC transactions in Coca Cola CO stock. As of the latest transaction made, Marshall Financial Group LLC holds 7,468 shares of KO stock, worth $469,289. This represents 0.13% of its overall portfolio holdings.

Number of Shares

7,468

Previous 7,448 0.27%

Holding current value

$469,289

Previous $474,000 13.08%

% of portfolio

0.13%

Previous 0.13%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$62.69 - $73.01 $1,253 - $1,460	20 Added 0.27%	7,468 $536,000
Q2 2024 Jul 19, 2024	SELL	$58.06 - $64.15 $97,482 - $107,707	-1,679 Reduced 18.4%	7,448 $474,000
Q1 2024 Apr 19, 2024	BUY	$58.91 - $61.24 $34,815 - $36,192	591 Added 6.92%	9,127 $558,000
Q4 2023 Jan 10, 2024	SELL	$52.38 - $59.93 $1.28 Million - $1.46 Million	-24,416 Reduced 74.1%	8,536 $503,000
Q3 2023 Oct 19, 2023	BUY	$55.81 - $63.05 $8,985 - $10,151	161 Added 0.49%	32,952 $1.84 Million
Q2 2023 Jul 17, 2023	SELL	$59.66 - $64.3 $12,409 - $13,374	-208 Reduced 0.63%	32,791 $1.97 Million
Q1 2023 Apr 18, 2023	SELL	$58.86 - $63.4 $84,052 - $90,535	-1,428 Reduced 4.15%	32,999 $2.05 Million
Q4 2022 Feb 01, 2023	BUY	$54.39 - $64.37 $480,970 - $569,223	8,843 Added 34.56%	34,427 $2.19 Million
Q3 2022 Oct 12, 2022	SELL	$56.02 - $65.22 $2,969 - $3,456	-53 Reduced 0.21%	25,584 $1.43 Million
Q2 2022 Jul 25, 2022	SELL	$59.07 - $66.21 $164,332 - $184,196	-2,782 Reduced 9.79%	25,637 $1.61 Million
Q1 2022 May 10, 2022	SELL	$57.88 - $62.85 $26,914 - $29,225	-465 Reduced 1.61%	28,419 $1.76 Million
Q4 2021 Jan 27, 2022	BUY	$52.3 - $59.21 $116,210 - $131,564	2,222 Added 8.33%	28,884 $1.71 Million
Q3 2021 Oct 28, 2021	BUY	$52.47 - $57.48 $60,288 - $66,044	1,149 Added 4.5%	26,662 $1.4 Million
Q2 2021 Jul 14, 2021	SELL	$52.51 - $56.24 $175,225 - $187,672	-3,337 Reduced 11.57%	25,513 $1.38 Million
Q1 2021 Apr 20, 2021	BUY	$48.15 - $53.85 $106,218 - $118,793	2,206 Added 8.28%	28,850 $1.52 Million
Q4 2020 Jan 29, 2021	BUY	$47.96 - $54.84 $1.28 Million - $1.46 Million	26,644 New	26,644 $1.46 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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Marshall Financial Group LLC Coca Cola CO Transaction History