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 29,791 shares of KO stock, worth $1.9 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
29,791
Previous 29,451 1.15%
Holding current value
$1.9 Million
Previous $1.87 Million 14.19%
% of portfolio
0.21%
Previous 0.19%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About COCA COLA CO


  • Ticker KO
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Beverages—Non-Alcoholic
  • Shares Outstandng 4,324,510,208
  • Market Cap $276B
  • 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 Schechter Investment Advisors, LLC Portfolio

Follow Schechter Investment Advisors, 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 Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.