Schechter Investment Advisors, LLC Coca Cola CO Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 36,657 shares of KO stock, worth $2.53 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

36,657

Previous 28,038 30.74%

Holding current value

$2.53 Million

Previous $1.75 Million 50.43%

% of portfolio

0.31%

Previous 0.18%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$60.81 - $72.32 $524,121 - $623,326	8,619 Added 30.74%	36,657 $2.63 Million
Q4 2024 Feb 06, 2025	SELL	$61.74 - $71.71 $108,230 - $125,707	-1,753 Reduced 5.88%	28,038 $1.75 Million
Q3 2024 Nov 12, 2024	BUY	$62.69 - $73.01 $21,314 - $24,823	340 Added 1.15%	29,791 $2.14 Million
Q2 2024 Aug 12, 2024	SELL	$58.06 - $64.15 $8,476 - $9,365	-146 Reduced 0.49%	29,451 $1.87 Million
Q1 2024 May 06, 2024	BUY	$58.91 - $61.24 $11,605 - $12,064	197 Added 0.67%	29,597 $1.81 Million
Q4 2023 Jan 17, 2024	BUY	$52.38 - $59.93 $199,620 - $228,393	3,811 Added 14.89%	29,400 $1.73 Million
Q3 2023 Nov 06, 2023	SELL	$55.81 - $63.05 $139,022 - $157,057	-2,491 Reduced 8.87%	25,589 $1.43 Million
Q2 2023 Jul 26, 2023	BUY	$59.66 - $64.3 $71,651 - $77,224	1,201 Added 4.47%	28,080 $1.69 Million
Q1 2023 Apr 28, 2023	SELL	$58.86 - $63.4 $34,786 - $37,469	-591 Reduced 2.15%	26,879 $1.67 Million
Q4 2022 Feb 13, 2023	BUY	$54.39 - $64.37 $274,451 - $324,811	5,046 Added 22.5%	27,470 $1.75 Million
Q3 2022 Nov 04, 2022	SELL	$56.02 - $65.22 $296,065 - $344,687	-5,285 Reduced 19.07%	22,424 $1.26 Million
Q2 2022 Nov 03, 2022	BUY	$59.07 - $66.21 $1.64 Million - $1.83 Million	27,709 New	27,709 $1.74 Million
Q1 2022 Nov 18, 2022	SELL	$57.88 - $62.85 $20,721 - $22,500	-358 Reduced 1.6%	22,066 $1.37 Million
Q4 2021 Dec 27, 2022	SELL	$52.3 - $59.21 $223,111 - $252,589	-4,266 Reduced 19.02%	18,158 $1.08 Million

Others Institutions Holding KO

# of Institutions

3,788

Shares Held

3.14B

Call Options Held

29.2M

Put Options Held

24.1M

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 $298B
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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Schechter Investment Advisors, LLC Coca Cola CO Transaction History