A detailed history of Mount Yale Investment Advisors, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 10,121 shares of KO stock, worth $652,096. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,121
Previous 10,471 3.34%
Holding current value
$652,096
Previous $666,000 9.16%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Oct 23, 2024

SELL
$62.69 - $73.01 $21,941 - $25,553
-350 Reduced 3.34%
10,121 $727,000
Q2 2024

Aug 13, 2024

SELL
$58.06 - $64.15 $119,777 - $132,341
-2,063 Reduced 16.46%
10,471 $666,000
Q1 2024

May 15, 2024

BUY
$58.91 - $61.24 $183,269 - $190,517
3,111 Added 33.01%
12,534 $766,000
Q4 2023

Feb 12, 2024

BUY
$52.38 - $59.93 $8,485 - $9,708
162 Added 1.75%
9,423 $555,000
Q3 2023

Oct 11, 2023

SELL
$55.81 - $63.05 $613 - $693
-11 Reduced 0.12%
9,261 $518,000
Q2 2023

Aug 14, 2023

SELL
$59.66 - $64.3 $1,133 - $1,221
-19 Reduced 0.2%
9,272 $558,000
Q1 2023

May 11, 2023

SELL
$58.86 - $63.4 $481,357 - $518,485
-8,178 Reduced 46.81%
9,291 $576,000
Q4 2022

Feb 13, 2023

SELL
$54.39 - $64.37 $67,171 - $79,496
-1,235 Reduced 6.6%
17,469 $1.11 Million
Q3 2022

Nov 07, 2022

SELL
$56.02 - $65.22 $1.1 Million - $1.29 Million
-19,711 Reduced 51.31%
18,704 $1.05 Million
Q2 2022

Aug 02, 2022

SELL
$59.07 - $66.21 $21,324 - $23,901
-361 Reduced 0.93%
38,415 $2.42 Million
Q1 2022

May 03, 2022

SELL
$57.88 - $62.85 $34,785 - $37,772
-601 Reduced 1.53%
38,776 $2.4 Million
Q4 2021

Feb 02, 2022

BUY
$52.3 - $59.21 $68,146 - $77,150
1,303 Added 3.42%
39,377 $2.33 Million
Q3 2021

Nov 02, 2021

BUY
$52.47 - $57.48 $702,310 - $769,369
13,385 Added 54.21%
38,074 $2 Million
Q2 2021

Aug 04, 2021

BUY
$52.51 - $56.24 $110,060 - $117,879
2,096 Added 9.28%
24,689 $1.34 Million
Q1 2021

May 04, 2021

BUY
$48.15 - $53.85 $117,534 - $131,447
2,441 Added 12.11%
22,593 $1.19 Million
Q4 2020

Feb 12, 2021

SELL
$47.96 - $54.84 $19,951 - $22,813
-416 Reduced 2.02%
20,152 $1.11 Million
Q3 2020

Nov 16, 2020

BUY
$43.91 - $51.19 $83,560 - $97,414
1,903 Added 10.2%
20,568 $1.02 Million
Q2 2020

Jul 09, 2020

BUY
$42.12 - $49.85 $364,674 - $431,601
8,658 Added 86.52%
18,665 $834,000
Q1 2020

May 04, 2020

BUY
$37.56 - $60.13 $20,357 - $32,590
542 Added 5.73%
10,007 $443,000
Q4 2019

Feb 13, 2020

BUY
$51.71 - $55.35 $34,180 - $36,586
661 Added 7.51%
9,465 $553,000
Q3 2019

Nov 14, 2019

SELL
$51.22 - $55.77 $22,331 - $24,315
-436 Reduced 4.72%
8,804 $455,000
Q2 2019

Aug 13, 2019

SELL
$46.18 - $51.92 $14,592 - $16,406
-316 Reduced 3.31%
9,240 $491,000
Q1 2019

May 15, 2019

SELL
$44.69 - $49.79 $19,350 - $21,559
-433 Reduced 4.33%
9,556 $448,000
Q4 2018

Feb 14, 2019

SELL
$44.64 - $50.51 $51,246 - $57,985
-1,148 Reduced 10.31%
9,989 $496,000
Q3 2018

Nov 13, 2018

SELL
$43.75 - $46.73 $270,681 - $289,118
-6,187 Reduced 35.71%
11,137 $550,000
Q2 2018

Aug 22, 2018

BUY
$41.55 - $44.88 $27,506 - $29,710
662 Added 3.97%
17,324 $760,000
Q1 2018

Jun 25, 2018

BUY
$42.33 - $48.53 $705,302 - $808,606
16,662 New
16,662 $724,000

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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