A detailed history of Merriman Wealth Management, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 5,016 shares of KO stock, worth $360,449. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,016
Previous 4,957 1.19%
Holding current value
$360,449
Previous $303,000 5.28%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2024

BUY
$58.06 - $64.15 $3,425 - $3,784
59 Added 1.19%
5,016 $319,000
Q1 2024

May 14, 2024

BUY
$58.91 - $61.24 $5,066 - $5,266
86 Added 1.77%
4,957 $303,000
Q4 2023

Feb 13, 2024

BUY
$52.38 - $59.93 $28,494 - $32,601
544 Added 12.57%
4,871 $287,000
Q3 2023

Nov 13, 2023

SELL
$55.81 - $63.05 $17,412 - $19,671
-312 Reduced 6.73%
4,327 $242,000
Q2 2023

Aug 14, 2023

BUY
$59.66 - $64.3 $17,898 - $19,290
300 Added 6.91%
4,639 $279,000
Q1 2023

May 04, 2023

BUY
$58.86 - $63.4 $50,560 - $54,460
859 Added 24.68%
4,339 $269,000
Q4 2022

Feb 13, 2023

SELL
$54.39 - $64.37 $5,275 - $6,243
-97 Reduced 2.71%
3,480 $221,000
Q3 2022

Oct 26, 2022

BUY
$56.02 - $65.22 $4,257 - $4,956
76 Added 2.17%
3,577 $201,000
Q2 2022

Jul 29, 2022

BUY
$59.07 - $66.21 $9,155 - $10,262
155 Added 4.63%
3,501 $220,000
Q1 2022

Apr 28, 2022

BUY
$57.88 - $62.85 $193,666 - $210,296
3,346 New
3,346 $207,000
Q2 2020

Jul 31, 2020

SELL
$42.12 - $49.85 $198,343 - $234,743
-4,709 Closed
0 $0
Q1 2020

Apr 22, 2020

SELL
$37.56 - $60.13 $18,141 - $29,042
-483 Reduced 9.3%
4,709 $208,000
Q4 2019

Jan 23, 2020

BUY
$51.71 - $55.35 $13,858 - $14,833
268 Added 5.44%
5,192 $287,000
Q3 2019

Oct 18, 2019

SELL
$51.22 - $55.77 $8,400 - $9,146
-164 Reduced 3.22%
4,924 $268,000
Q2 2019

Jul 31, 2019

BUY
$46.18 - $51.92 $12,468 - $14,018
270 Added 5.6%
5,088 $2.63 Million
Q1 2019

Apr 23, 2019

SELL
$44.69 - $49.79 $61,448 - $68,461
-1,375 Reduced 22.2%
4,818 $226,000
Q4 2018

Jan 28, 2019

BUY
$44.64 - $50.51 $7,945 - $8,990
178 Added 2.96%
6,193 $295,000
Q3 2018

Nov 06, 2018

SELL
$43.75 - $46.73 $13,562 - $14,486
-310 Reduced 4.9%
6,015 $278,000
Q2 2018

Aug 10, 2018

BUY
$41.55 - $44.88 $262,803 - $283,866
6,325 New
6,325 $277,000

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 $311B
  • 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 Merriman Wealth Management, LLC Portfolio

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

News

Stay updated on Merriman Wealth Management, LLC with notifications on news.