A detailed history of Nelson Capital Management, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Nelson Capital Management, LLC holds 35,654 shares of KO stock, worth $2.24 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
35,654
Previous 34,991 1.89%
Holding current value
$2.24 Million
Previous $2.23 Million 15.04%
% of portfolio
0.44%
Previous 0.4%

Shares

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

Nov 04, 2024

BUY
$62.69 - $73.01 $41,563 - $48,405
663 Added 1.89%
35,654 $2.56 Million
Q2 2024

Aug 07, 2024

BUY
$58.06 - $64.15 $13,934 - $15,396
240 Added 0.69%
34,991 $2.23 Million
Q1 2024

May 06, 2024

BUY
$58.91 - $61.24 $318,526 - $331,124
5,407 Added 18.43%
34,751 $2.13 Million
Q4 2023

Jan 26, 2024

SELL
$52.38 - $59.93 $227,853 - $260,695
-4,350 Reduced 12.91%
29,344 $1.73 Million
Q3 2023

Nov 14, 2023

SELL
$55.81 - $63.05 $16,184 - $18,284
-290 Reduced 0.85%
33,694 $1.89 Million
Q2 2023

Aug 10, 2023

BUY
$59.66 - $64.3 $2.03 Million - $2.19 Million
33,984 New
33,984 $2.05 Million
Q3 2022

Nov 02, 2022

SELL
$56.02 - $65.22 $101,172 - $117,787
-1,806 Reduced 0.66%
272,768 $15.3 Million
Q2 2022

Jul 27, 2022

SELL
$59.07 - $66.21 $9,155 - $10,262
-155 Reduced 0.06%
274,574 $17.3 Million
Q1 2021

May 10, 2021

SELL
$48.15 - $53.85 $48,150 - $53,850
-1,000 Reduced 0.36%
274,729 $14.5 Million
Q3 2020

Nov 13, 2020

SELL
$43.91 - $51.19 $58,839 - $68,594
-1,340 Reduced 0.48%
275,729 $13.6 Million
Q2 2020

Aug 13, 2020

BUY
$42.12 - $49.85 $398,876 - $472,079
9,470 Added 3.54%
277,069 $12.4 Million
Q1 2020

May 12, 2020

SELL
$37.56 - $60.13 $8,263 - $13,228
-220 Reduced 0.08%
267,599 $11.8 Million
Q4 2019

Feb 10, 2020

BUY
$51.71 - $55.35 $13.5 Million - $14.4 Million
260,619 Added 3619.71%
267,819 $14.8 Million
Q3 2019

Nov 08, 2019

BUY
$51.22 - $55.77 $58,390 - $63,577
1,140 Added 18.81%
7,200 $392,000
Q2 2019

Jul 25, 2019

SELL
$46.18 - $51.92 $9,236 - $10,384
-200 Reduced 3.19%
6,060 $309,000
Q4 2018

Jan 30, 2019

SELL
$44.64 - $50.51 $93,744 - $106,071
-2,100 Reduced 25.12%
6,260 $296,000
Q3 2018

Oct 09, 2018

SELL
$43.75 - $46.73 $172,375 - $184,116
-3,940 Reduced 32.03%
8,360 $386,000
Q2 2018

Jul 17, 2018

BUY
$41.55 - $44.88 $267,582 - $289,027
6,440 Added 109.9%
12,300 $539,000
Q2 2017

Aug 11, 2017

BUY
N/A
5,860
5,860 $263,000

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 $272B
  • 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 Nelson Capital Management, LLC Portfolio

Follow Nelson Capital 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 Nelson Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson Capital Management, LLC with notifications on news.