A detailed history of Robertson Stephens Wealth Management, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 14,073 shares of KO stock, worth $983,702. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,073
Previous 10,836 29.87%
Holding current value
$983,702
Previous $662,000 35.2%
% of portfolio
0.05%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$58.06 - $64.15 $187,940 - $207,653
3,237 Added 29.87%
14,073 $895,000
Q1 2024

May 15, 2024

BUY
$58.91 - $61.24 $30,692 - $31,906
521 Added 5.05%
10,836 $662,000
Q4 2023

Feb 06, 2024

SELL
$52.38 - $59.93 $3,142 - $3,595
-60 Reduced 0.58%
10,315 $607,000
Q3 2023

Nov 13, 2023

BUY
$55.81 - $63.05 $558 - $630
10 Added 0.1%
10,375 $580,000
Q2 2023

Aug 11, 2023

SELL
$59.66 - $64.3 $48,980 - $52,790
-821 Reduced 7.34%
10,365 $624,000
Q1 2023

May 11, 2023

BUY
$58.86 - $63.4 $100,768 - $108,540
1,712 Added 18.07%
11,186 $693,000
Q4 2022

Feb 14, 2023

BUY
$54.39 - $64.37 $489 - $579
9 Added 0.1%
9,474 $602,000
Q3 2022

Nov 14, 2022

SELL
$56.02 - $65.22 $77,811 - $90,590
-1,389 Reduced 12.8%
9,465 $534,000
Q2 2022

Aug 12, 2022

BUY
$59.07 - $66.21 $4,489 - $5,031
76 Added 0.71%
10,854 $687,000
Q1 2022

May 16, 2022

BUY
$57.88 - $62.85 $49,950 - $54,239
863 Added 8.7%
10,778 $672,000
Q4 2021

Feb 14, 2022

BUY
$52.3 - $59.21 $148,898 - $168,570
2,847 Added 40.28%
9,915 $587,000
Q3 2021

Nov 10, 2021

SELL
$52.47 - $57.48 $22,404 - $24,543
-427 Reduced 5.7%
7,068 $373,000
Q2 2021

Aug 17, 2021

BUY
$52.51 - $56.24 $10,817 - $11,585
206 Added 2.83%
7,495 $408,000
Q1 2021

May 07, 2021

BUY
$48.15 - $53.85 $350,965 - $392,512
7,289 New
7,289 $385,000

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 $302B
  • 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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