A detailed history of Principle Wealth Partners LLC transactions in Coca Cola CO stock. As of the latest transaction made, Principle Wealth Partners LLC holds 86,063 shares of KO stock, worth $5.41 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
86,063
Previous 86,142 0.09%
Holding current value
$5.41 Million
Previous $5.48 Million 12.81%
% of portfolio
0.46%
Previous 0.44%

Shares

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

Nov 13, 2024

SELL
$62.69 - $73.01 $4,952 - $5,767
-79 Reduced 0.09%
86,063 $6.18 Million
Q2 2024

Aug 13, 2024

BUY
$58.06 - $64.15 $75,594 - $83,523
1,302 Added 1.53%
86,142 $5.48 Million
Q1 2024

Apr 23, 2024

BUY
$58.91 - $61.24 $281,943 - $293,094
4,786 Added 5.98%
84,840 $5.19 Million
Q4 2023

Feb 05, 2024

SELL
$52.38 - $59.93 $7,647 - $8,749
-146 Reduced 0.18%
80,054 $4.72 Million
Q3 2023

Nov 01, 2023

BUY
$55.81 - $63.05 $57,484 - $64,941
1,030 Added 1.3%
80,200 $4.49 Million
Q2 2023

Jul 31, 2023

SELL
$59.66 - $64.3 $3,102 - $3,343
-52 Reduced 0.07%
79,170 $4.77 Million
Q1 2023

May 10, 2023

SELL
$58.86 - $63.4 $59,625 - $64,224
-1,013 Reduced 1.26%
79,222 $4.91 Million
Q4 2022

Feb 02, 2023

BUY
$54.39 - $64.37 $145,602 - $172,318
2,677 Added 3.45%
80,235 $5.1 Million
Q3 2022

Nov 14, 2022

SELL
$56.02 - $65.22 $22,351 - $26,022
-399 Reduced 0.51%
77,558 $4.35 Million
Q2 2022

Aug 02, 2022

SELL
$59.07 - $66.21 $184,003 - $206,244
-3,115 Reduced 3.84%
77,957 $4.9 Million
Q1 2022

May 12, 2022

SELL
$57.88 - $62.85 $20,663 - $22,437
-357 Reduced 0.44%
81,072 $5.03 Million
Q4 2021

Feb 11, 2022

SELL
$52.3 - $59.21 $162,182 - $183,610
-3,101 Reduced 3.67%
81,429 $4.82 Million
Q3 2021

Nov 16, 2021

BUY
$52.47 - $57.48 $175,722 - $192,500
3,349 Added 4.13%
84,530 $4.44 Million
Q2 2021

Aug 13, 2021

SELL
$52.51 - $56.24 $92,942 - $99,544
-1,770 Reduced 2.13%
81,181 $4.39 Million
Q1 2021

May 18, 2021

BUY
$48.15 - $53.85 $142,957 - $159,880
2,969 Added 3.71%
82,951 $4.37 Million
Q4 2020

Feb 16, 2021

BUY
$47.96 - $54.84 $3.33 Million - $3.81 Million
69,513 Added 663.99%
79,982 $4.39 Million
Q3 2020

Nov 16, 2020

SELL
$43.91 - $51.19 $43,910 - $51,190
-1,000 Reduced 8.72%
10,469 $517,000
Q2 2020

Aug 14, 2020

SELL
$42.12 - $49.85 $12,425 - $14,705
-295 Reduced 2.51%
11,469 $512,000
Q4 2019

Feb 04, 2020

SELL
$51.71 - $55.35 $26,165 - $28,007
-506 Reduced 4.12%
11,764 $651,000
Q3 2019

Nov 05, 2019

BUY
$51.22 - $55.77 $81,952 - $89,232
1,600 Added 15.0%
12,270 $668,000
Q2 2019

Nov 05, 2019

BUY
$46.18 - $51.92 $13,623 - $15,316
295 Added 2.84%
10,670 $543,000
Q1 2019

Oct 30, 2019

BUY
$44.69 - $49.79 $463,658 - $516,571
10,375 New
10,375 $486,000

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 Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners 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 Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.