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 $1.87 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
29,791
Previous 29,451 1.15%
Holding current value
$1.87 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 $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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