A detailed history of Phillips Financial Management, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Phillips Financial Management, LLC holds 3,754 shares of KO stock, worth $235,901. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,754
Previous 3,839 2.21%
Holding current value
$235,901
Previous $244,000 10.25%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 07, 2024

SELL
$62.69 - $73.01 $5,328 - $6,205
-85 Reduced 2.21%
3,754 $269,000
Q2 2024

Aug 08, 2024

BUY
$58.06 - $64.15 $22,295 - $24,633
384 Added 11.11%
3,839 $244,000
Q1 2024

Apr 23, 2024

BUY
$58.91 - $61.24 $203,534 - $211,584
3,455 New
3,455 $211,000
Q4 2022

Jan 24, 2023

BUY
$54.39 - $64.37 $182,913 - $216,476
3,363 New
3,363 $0

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
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