O'Brien Wealth Partners LLC Coca Cola CO Transaction History

O'Brien Wealth Partners LLC

$484 Million
Q3 2024

A detailed history of O'Brien Wealth Partners LLC transactions in Coca Cola CO stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 1,763 shares of KO stock, worth $110,275. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,763

Previous 1,807 2.43%

Holding current value

$110,275

Previous $115,000 9.57%

% of portfolio

0.03%

Previous 0.03%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$62.69 - $73.01 $2,758 - $3,212	-44 Reduced 2.43%	1,763 $126,000
Q2 2024 Jul 22, 2024	SELL	$58.06 - $64.15 $11,031 - $12,188	-190 Reduced 9.51%	1,807 $115,000
Q1 2024 Apr 18, 2024	SELL	$58.91 - $61.24 $59,204 - $61,546	-1,005 Reduced 33.48%	1,997 $122,000
Q4 2023 Jan 25, 2024	BUY	$52.38 - $59.93 $4,661 - $5,333	89 Added 3.06%	3,002 $176,000
Q3 2023 Oct 24, 2023	BUY	$55.81 - $63.05 $55 - $63	1 Added 0.03%	2,913 $163,000
Q2 2023 Aug 07, 2023	BUY	$59.66 - $64.3 $59 - $64	1 Added 0.03%	2,912 $175,000
Q1 2023 May 08, 2023	SELL	$58.86 - $63.4 $97,707 - $105,244	-1,660 Reduced 36.32%	2,911 $180,000
Q4 2022 Feb 10, 2023	BUY	$54.39 - $64.37 $248,616 - $294,235	4,571 New	4,571 $290,000
Q2 2022 Jul 22, 2022	BUY	$59.07 - $66.21 $1,004 - $1,125	17 Added 0.62%	2,747 $173,000
Q1 2022 May 10, 2022	SELL	$57.88 - $62.85 $9,550 - $10,370	-165 Reduced 5.7%	2,730 $176,000
Q4 2021 Feb 09, 2022	BUY	$52.3 - $59.21 $151,408 - $171,412	2,895 New	2,895 $179,000
Q1 2021 Apr 13, 2021	SELL	$48.15 - $53.85 $222,886 - $249,271	-4,629 Closed	0 $0
Q4 2020 Jan 11, 2021	BUY	$47.96 - $54.84 $3,884 - $4,442	81 Added 1.78%	4,629 $236,000
Q3 2020 Oct 09, 2020	BUY	$43.91 - $51.19 $199,702 - $232,812	4,548 New	4,548 $229,000
Q1 2020 Apr 03, 2020	SELL	$37.56 - $60.13 $151,817 - $243,045	-4,042 Closed	0 $0
Q4 2019 Jan 07, 2020	SELL	$51.71 - $55.35 $66,705 - $71,401	-1,290 Reduced 24.19%	4,042 $221,000
Q3 2019 Oct 04, 2019	BUY	$51.22 - $55.77 $273,105 - $297,365	5,332 New	5,332 $290,000
Q4 2018 Jan 17, 2019	SELL	$44.64 - $50.51 $152,222 - $172,239	-3,410 Closed	0 $0
Q3 2018 Oct 09, 2018	BUY	$43.75 - $46.73 $142,625 - $152,339	3,260 Added 2173.33%	3,410 $158,000
Q2 2018 Jul 11, 2018	SELL	$41.55 - $44.88 $47,782 - $51,612	-1,150 Reduced 88.46%	150 $7,000
Q1 2018 Apr 11, 2018	BUY	$42.33 - $48.53 $55,029 - $63,089	1,300 New	1,300 $56,000

Others Institutions Holding KO

# of Institutions

3,441

Shares Held

2.99B

Call Options Held

26.8M

Put Options Held

21.5M

View Full List

About COCA COLA CO

Ticker KO
Exchange NYSE
Sector Consumer Defensive
Industry Beverages—Non-Alcoholic
Shares Outstandng 4,324,510,208
Market Cap $270B
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...

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O'Brien Wealth Partners LLC Coca Cola CO Transaction History