A detailed history of Navis Wealth Advisors, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 3,550 shares of KO stock, worth $255,103. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,550
Previous 3,376 5.15%
Holding current value
$255,103
Previous $206,000 9.22%
% of portfolio
0.26%
Previous 0.25%

Shares

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

Aug 02, 2024

BUY
$58.06 - $64.15 $10,102 - $11,162
174 Added 5.15%
3,550 $225,000
Q1 2024

Apr 29, 2024

BUY
$58.91 - $61.24 $198,880 - $206,746
3,376 New
3,376 $206,000
Q4 2022

Jan 25, 2023

BUY
$54.39 - $64.37 $174,102 - $206,048
3,201 New
3,201 $0
Q2 2022

Aug 09, 2022

SELL
$59.07 - $66.21 $266,523 - $298,739
-4,512 Closed
0 $0
Q4 2021

Feb 11, 2022

BUY
$52.3 - $59.21 $25,156 - $28,480
481 Added 11.93%
4,512 $267,000
Q3 2021

Nov 16, 2021

BUY
$52.47 - $57.48 $787 - $862
15 Added 0.37%
4,031 $212,000
Q2 2021

Aug 16, 2021

BUY
$52.51 - $56.24 $840 - $899
16 Added 0.4%
4,016 $217,000
Q1 2021

May 18, 2021

BUY
$48.15 - $53.85 $192,600 - $215,400
4,000 New
4,000 $211,000

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 $311B
  • 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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