A detailed history of Montz Harcus Wealth Management LLC transactions in Coca Cola CO stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 8,146 shares of KO stock, worth $574,455. This represents 0.34% of its overall portfolio holdings.

Number of Shares
8,146
Previous 7,805 4.37%
Holding current value
$574,455
Previous $477,000 8.6%
% of portfolio
0.34%
Previous 0.33%

Shares

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

Jul 19, 2024

BUY
$58.06 - $64.15 $19,798 - $21,875
341 Added 4.37%
8,146 $518,000
Q1 2024

May 07, 2024

BUY
$58.91 - $61.24 $942 - $979
16 Added 0.21%
7,805 $477,000
Q4 2023

Jan 22, 2024

BUY
$52.38 - $59.93 $5,238 - $5,993
100 Added 1.3%
7,789 $459,000
Q3 2023

Nov 14, 2023

SELL
$55.81 - $63.05 $781 - $882
-14 Reduced 0.18%
7,689 $430,000
Q2 2023

Jul 21, 2023

BUY
$59.66 - $64.3 $8,829 - $9,516
148 Added 1.96%
7,703 $463,000
Q1 2023

Apr 25, 2023

BUY
$58.86 - $63.4 $7,122 - $7,671
121 Added 1.63%
7,555 $468,000
Q4 2022

Jan 20, 2023

BUY
$54.39 - $64.37 $4,895 - $5,793
90 Added 1.23%
7,434 $0
Q3 2022

Nov 02, 2022

BUY
$56.02 - $65.22 $2,520 - $2,934
45 Added 0.62%
7,344 $411,000
Q2 2022

Jul 18, 2022

BUY
$59.07 - $66.21 $2,658 - $2,979
45 Added 0.62%
7,299 $459,000
Q1 2022

May 05, 2022

BUY
$57.88 - $62.85 $13,370 - $14,518
231 Added 3.29%
7,254 $450,000
Q4 2021

Mar 24, 2022

BUY
$52.3 - $59.21 $367,302 - $415,831
7,023 New
7,023 $416,000

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 $305B
  • 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 Montz Harcus Wealth Management LLC Portfolio

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

News

Stay updated on Montz Harcus Wealth Management LLC with notifications on news.