A detailed history of Modern Wealth Management, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Modern Wealth Management, LLC holds 39,120 shares of KO stock, worth $2.77 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
39,120
Previous 37,519 4.27%
Holding current value
$2.77 Million
Previous $2.69 Billion 99.9%
% of portfolio
0.09%
Previous 0.09%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 30, 2025

BUY
$60.81 - $72.32 $97,356 - $115,784
1,601 Added 4.27%
39,120 $2.8 Million
Q1 2025

May 15, 2025

BUY
$60.81 - $72.32 $61,782 - $73,477
1,016 Added 2.78%
37,519 $2.69 Billion
Q4 2024

May 30, 2025

SELL
$61.74 - $71.71 $192,381 - $223,448
-3,116 Reduced 8.31%
34,403 $2.14 Million
Q4 2024

May 29, 2025

SELL
$61.74 - $71.71 $393,839 - $457,438
-6,379 Reduced 17.0%
31,140 $1.94 Million
Q4 2024

Feb 11, 2025

BUY
$61.74 - $71.71 $363,957 - $422,730
5,895 Added 19.26%
36,503 $2.36 Billion
Q3 2024

May 30, 2025

SELL
$62.69 - $73.01 $433,250 - $504,572
-6,911 Reduced 18.42%
30,608 $2.2 Million
Q3 2024

May 29, 2025

SELL
$62.69 - $73.01 $637,682 - $742,657
-10,172 Reduced 27.11%
27,347 $1.97 Million
Q3 2024

Nov 05, 2024

BUY
$62.69 - $73.01 $254,709 - $296,639
4,063 Added 15.31%
30,608 $2.2 Billion
Q2 2024

May 29, 2025

SELL
$58.06 - $64.15 $646,440 - $714,246
-11,134 Reduced 29.68%
26,385 $1.68 Million
Q2 2024

Aug 07, 2024

BUY
$58.06 - $64.15 $408,916 - $451,808
7,043 Added 36.11%
26,545 $1.69 Billion
Q1 2024

May 28, 2025

SELL
$58.91 - $61.24 $1.29 Million - $1.34 Million
-21,853 Reduced 58.25%
15,666 $958 Million
Q1 2024

May 13, 2024

BUY
$58.91 - $61.24 $719,350 - $747,801
12,211 Added 167.48%
19,502 $1.23 Billion
Q4 2023

May 28, 2025

SELL
$52.38 - $59.93 $1.54 Million - $1.77 Million
-29,452 Reduced 78.5%
8,067 $475 Million
Q4 2023

Feb 14, 2024

BUY
$52.38 - $59.93 $381,902 - $436,949
7,291 New
7,291 $430 Million

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 $306B
  • 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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