A detailed history of Monograph Wealth Advisors, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 8,754 shares of KO stock, worth $614,268. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,754
Previous 12,154 27.97%
Holding current value
$614,268
Previous $743,000 25.03%
% of portfolio
0.08%
Previous 0.11%

Shares

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

Aug 14, 2024

SELL
$58.06 - $64.15 $197,404 - $218,110
-3,400 Reduced 27.97%
8,754 $557,000
Q1 2024

May 14, 2024

BUY
$58.91 - $61.24 $148,747 - $154,631
2,525 Added 26.22%
12,154 $743,000
Q4 2023

Feb 14, 2024

BUY
$52.38 - $59.93 $3,928 - $4,494
75 Added 0.79%
9,629 $567,000
Q3 2023

Nov 15, 2023

BUY
$55.81 - $63.05 $44,648 - $50,440
800 Added 9.14%
9,554 $534,000
Q1 2023

May 09, 2023

SELL
$58.86 - $63.4 $228,729 - $246,372
-3,886 Reduced 30.74%
8,754 $543,000
Q4 2022

Feb 14, 2023

BUY
$54.39 - $64.37 $211,522 - $250,334
3,889 Added 44.44%
12,640 $804,000
Q2 2022

Aug 10, 2022

SELL
$59.07 - $66.21 $14,235 - $15,956
-241 Reduced 2.68%
8,751 $554,000
Q1 2022

May 13, 2022

BUY
$57.88 - $62.85 $520,456 - $565,147
8,992 New
8,992 $561,000

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 $303B
  • 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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