Optimum Investment Advisors Coca Cola CO Transaction History

Optimum Investment Advisors

$216 Million
Q1 2024

A detailed history of Optimum Investment Advisors transactions in Coca Cola CO stock. As of the latest transaction made, Optimum Investment Advisors holds 1,469 shares of KO stock, worth $92,488. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,469

Previous 1,288 14.05%

Holding current value

$92,488

Previous $75,000 18.67%

% of portfolio

0.04%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	BUY	$58.91 - $61.24 $10,662 - $11,084	181 Added 14.05%	1,469 $89,000
Q4 2023 Jan 08, 2024	SELL	$52.38 - $59.93 $5,866 - $6,712	-112 Reduced 8.0%	1,288 $75,000
Q3 2023 Oct 13, 2023	BUY	$55.81 - $63.05 $5,692 - $6,431	102 Added 7.86%	1,400 $78,000
Q4 2022 Jan 05, 2023	SELL	$54.39 - $64.37 $54,390 - $64,370	-1,000 Reduced 43.52%	1,298 $0
Q3 2022 Oct 24, 2022	BUY	$56.02 - $65.22 $560 - $652	10 Added 0.44%	2,298 $129,000

Q1 2022 Apr 08, 2022	BUY	$57.88 - $62.85 $5,151 - $5,593	89 Added 4.05%	2,288 $142,000
Q4 2021 Mar 17, 2022	SELL	$52.3 - $59.21 $32,687 - $37,006	-625 Reduced 22.13%	2,199 $130,000
Q3 2021 Oct 22, 2021	SELL	$52.47 - $57.48 $65,587 - $71,850	-1,250 Reduced 30.68%	2,824 $148,000
Q2 2021 Aug 02, 2021	SELL	$52.51 - $56.24 $15,753 - $16,872	-300 Reduced 6.86%	4,074 $220,000
Q1 2021 Apr 15, 2021	SELL	$48.15 - $53.85 $11,315 - $12,654	-235 Reduced 5.1%	4,374 $231,000
Q4 2020 Jan 21, 2021	SELL	$47.96 - $54.84 $60,957 - $69,701	-1,271 Reduced 21.62%	4,609 $253,000
Q3 2020 Oct 06, 2020	SELL	$43.91 - $51.19 $68,894 - $80,317	-1,569 Reduced 21.06%	5,880 $290,000
Q2 2020 Jul 16, 2020	SELL	$42.12 - $49.85 $17,521 - $20,737	-416 Reduced 5.29%	7,449 $333,000
Q1 2020 Apr 21, 2020	SELL	$37.56 - $60.13 $42,067 - $67,345	-1,120 Reduced 12.47%	7,865 $348,000
Q4 2019 Jan 22, 2020	SELL	$51.71 - $55.35 $23,269 - $24,907	-450 Reduced 4.77%	8,985 $497,000
Q3 2019 Oct 17, 2019	BUY	$51.22 - $55.77 $27,453 - $29,892	536 Added 6.02%	9,435 $514,000
Q1 2019 May 03, 2019	SELL	$44.69 - $49.79 $31,283 - $34,853	-700 Reduced 7.29%	8,899 $417,000
Q2 2018 Oct 05, 2018	SELL	$41.55 - $44.88 $34,902 - $37,699	-840 Reduced 8.05%	9,599 $421,000
Q2 2017 Aug 14, 2017	BUY	N/A	10,439	10,439 $468,000

Others Institutions Holding KO

# of Institutions

3,209

Shares Held

2.92B

Call Options Held

25M

Put Options Held

21.4M

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 $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...

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Optimum Investment Advisors Coca Cola CO Transaction History