Mbl Wealth, LLC Coca Cola CO Transaction History

Mbl Wealth, LLC

$833 Million
Q2 2024

A detailed history of Mbl Wealth, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Mbl Wealth, LLC holds 4,508 shares of KO stock, worth $320,113. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,508

Previous 9,869 54.32%

Holding current value

$320,113

Previous $603,000 52.57%

% of portfolio

0.03%

Previous 0.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$58.06 - $64.15 $311,259 - $343,908	-5,361 Reduced 54.32%	4,508 $286,000
Q1 2024 Apr 22, 2024	SELL	$58.91 - $61.24 $71,575 - $74,406	-1,215 Reduced 10.96%	9,869 $603,000
Q4 2023 Jan 18, 2024	BUY	$52.38 - $59.93 $24,094 - $27,567	460 Added 4.33%	11,084 $653,000
Q3 2023 Oct 11, 2023	BUY	$55.81 - $63.05 $42,973 - $48,548	770 Added 7.81%	10,624 $594,000
Q2 2023 Jul 17, 2023	BUY	$59.66 - $64.3 $168,121 - $181,197	2,818 Added 40.05%	9,854 $593,000
Q1 2023 Apr 11, 2023	BUY	$58.86 - $63.4 $227,729 - $245,294	3,869 Added 122.17%	7,036 $436,000
Q4 2022 Jan 12, 2023	BUY	$54.39 - $64.37 $172,253 - $203,859	3,167 New	3,167 $201,000
Q2 2022 Jan 12, 2023	SELL	$59.07 - $66.21 $329,610 - $369,451	-5,580 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$57.88 - $62.85 $322,970 - $350,703	5,580 New	5,580 $346,000
Q3 2021 Oct 25, 2021	SELL	$52.47 - $57.48 $331,610 - $363,273	-6,320 Closed	0 $0
Q1 2021 May 27, 2021	BUY	$48.15 - $53.85 $28,312 - $31,663	588 Added 10.26%	6,320 $333,000
Q4 2020 Feb 16, 2021	BUY	$47.96 - $54.84 $274,906 - $314,342	5,732 New	5,732 $314,000

Others Institutions Holding KO

# of Institutions

3,306

Shares Held

3.03B

Call Options Held

20.6M

Put Options Held

15.2M

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 $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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Account