A detailed history of Mattern Wealth Management LLC transactions in Coca Cola CO stock. As of the latest transaction made, Mattern Wealth Management LLC holds 8,878 shares of KO stock, worth $637,351. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,878
Previous 7,278 21.98%
Holding current value
$637,351
Previous $445,000 26.97%
% of portfolio
0.14%
Previous 0.11%

Shares

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

Jul 17, 2024

BUY
$58.06 - $64.15 $92,896 - $102,640
1,600 Added 21.98%
8,878 $565,000
Q4 2023

Feb 12, 2024

SELL
$52.38 - $59.93 $66,155 - $75,691
-1,263 Reduced 14.79%
7,278 $428,000
Q2 2022

Jul 25, 2022

BUY
$59.07 - $66.21 $11,814 - $13,241
200 Added 2.4%
8,541 $537,000
Q1 2021

May 13, 2021

SELL
$48.15 - $53.85 $15,889 - $17,770
-330 Reduced 3.81%
8,341 $440,000
Q4 2020

Feb 12, 2021

SELL
$47.96 - $54.84 $47,960 - $54,840
-1,000 Reduced 10.34%
8,671 $476,000
Q3 2020

Nov 12, 2020

BUY
$43.91 - $51.19 $65,865 - $76,785
1,500 Added 18.36%
9,671 $477,000
Q2 2020

Jul 29, 2020

SELL
$42.12 - $49.85 $1,516 - $1,794
-36 Reduced 0.44%
8,171 $365,000
Q1 2020

May 13, 2020

SELL
$37.56 - $60.13 $12,883 - $20,624
-343 Reduced 4.01%
8,207 $363,000
Q4 2019

Feb 12, 2020

BUY
$51.71 - $55.35 $442,120 - $473,242
8,550 New
8,550 $473,000

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 $310B
  • 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 Mattern Wealth Management LLC Portfolio

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

News

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