A detailed history of Modera Wealth Management, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Modera Wealth Management, LLC holds 185,453 shares of KO stock, worth $12 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
185,453
Previous 198,090 6.38%
Holding current value
$12 Million
Previous $12.6 Million 5.69%
% of portfolio
0.17%
Previous 0.19%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$62.69 - $73.01 $792,213 - $922,627
-12,637 Reduced 6.38%
185,453 $13.3 Million
Q2 2024

Jul 29, 2024

SELL
$58.06 - $64.15 $1.08 Million - $1.19 Million
-18,528 Reduced 8.55%
198,090 $12.6 Million
Q1 2024

May 14, 2024

BUY
$58.91 - $61.24 $160,588 - $166,940
2,726 Added 1.27%
216,618 $13.3 Million
Q4 2023

Feb 14, 2024

BUY
$52.38 - $59.93 $3,614 - $4,135
69 Added 0.03%
213,892 $12.6 Million
Q3 2023

Nov 01, 2023

SELL
$55.81 - $63.05 $64,851 - $73,264
-1,162 Reduced 0.54%
213,823 $12 Million
Q2 2023

Aug 07, 2023

BUY
$59.66 - $64.3 $11.7 Million - $12.6 Million
196,655 Added 1072.86%
214,985 $12.9 Million
Q1 2023

May 05, 2023

BUY
$58.86 - $63.4 $84,110 - $90,598
1,429 Added 8.46%
18,330 $1.14 Million
Q4 2022

Feb 07, 2023

SELL
$54.39 - $64.37 $45,143 - $53,427
-830 Reduced 4.68%
16,901 $1.08 Million
Q3 2022

Nov 01, 2022

SELL
$56.02 - $65.22 $42,071 - $48,980
-751 Reduced 4.06%
17,731 $993,000
Q2 2022

Jul 27, 2022

SELL
$59.07 - $66.21 $51,686 - $57,933
-875 Reduced 4.52%
18,482 $1.16 Million
Q1 2022

May 03, 2022

SELL
$57.88 - $62.85 $1.68 Million - $1.82 Million
-28,970 Reduced 59.95%
19,357 $1.2 Million
Q4 2021

Feb 04, 2022

BUY
$52.3 - $59.21 $1.66 Million - $1.88 Million
31,711 Added 190.85%
48,327 $2.86 Million
Q3 2021

Nov 04, 2021

BUY
$52.47 - $57.48 $27,546 - $30,177
525 Added 3.26%
16,616 $872,000
Q2 2021

Aug 02, 2021

BUY
$52.51 - $56.24 $840 - $899
16 Added 0.1%
16,091 $871,000
Q1 2021

Apr 29, 2021

SELL
$48.15 - $53.85 $31,249 - $34,948
-649 Reduced 3.88%
16,075 $848,000
Q4 2020

Feb 11, 2021

BUY
$47.96 - $54.84 $311,883 - $356,624
6,503 Added 63.62%
16,724 $918,000
Q3 2020

Nov 12, 2020

SELL
$43.91 - $51.19 $8,782 - $10,238
-200 Reduced 1.92%
10,221 $505,000
Q2 2020

Aug 12, 2020

SELL
$42.12 - $49.85 $16,131 - $19,092
-383 Reduced 3.54%
10,421 $466,000
Q1 2020

May 12, 2020

BUY
$37.56 - $60.13 $52,997 - $84,843
1,411 Added 15.02%
10,804 $478,000
Q4 2019

Feb 05, 2020

BUY
$51.71 - $55.35 $17,633 - $18,874
341 Added 3.77%
9,393 $520,000
Q3 2019

Nov 12, 2019

SELL
$51.22 - $55.77 $71,708 - $78,078
-1,400 Reduced 13.39%
9,052 $493,000
Q2 2019

Aug 07, 2019

SELL
$46.18 - $51.92 $168,603 - $189,559
-3,651 Reduced 25.89%
10,452 $532,000
Q1 2019

May 13, 2019

BUY
$44.69 - $49.79 $122,674 - $136,673
2,745 Added 24.17%
14,103 $661,000
Q4 2018

Feb 14, 2019

BUY
$44.64 - $50.51 $18,480 - $20,911
414 Added 3.78%
11,358 $538,000
Q3 2018

Nov 13, 2018

BUY
$43.75 - $46.73 $85,400 - $91,216
1,952 Added 21.71%
10,944 $506,000
Q1 2018

May 10, 2018

BUY
$42.33 - $48.53 $1,439 - $1,650
34 Added 0.38%
8,992 $391,000
Q3 2017

Nov 14, 2017

BUY
$44.64 - $46.87 $8,928 - $9,374
200 Added 2.28%
8,958 $403,000
Q2 2017

Aug 10, 2017

BUY
N/A
8,758
8,758 $393,000

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 $279B
  • 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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