A detailed history of Schrum Private Wealth Management LLC transactions in Coca Cola CO stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 10,032 shares of KO stock, worth $703,945. This represents 0.58% of its overall portfolio holdings.

Number of Shares
10,032
Previous 10,461 4.1%
Holding current value
$703,945
Previous $640,000 0.31%
% of portfolio
0.58%
Previous 0.58%

Shares

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

Jul 30, 2024

SELL
$58.06 - $64.15 $24,907 - $27,520
-429 Reduced 4.1%
10,032 $638,000
Q1 2024

May 02, 2024

BUY
$58.91 - $61.24 $121,177 - $125,970
2,057 Added 24.48%
10,461 $640,000
Q4 2023

Jan 25, 2024

SELL
$52.38 - $59.93 $81,608 - $93,370
-1,558 Reduced 15.64%
8,404 $495,000
Q2 2023

Jul 24, 2023

BUY
$59.66 - $64.3 $59 - $64
1 Added 0.01%
9,962 $599,000
Q4 2022

Jan 19, 2023

SELL
$54.39 - $64.37 $40,194 - $47,569
-739 Reduced 6.91%
9,961 $0
Q3 2022

Oct 26, 2022

SELL
$56.02 - $65.22 $28,010 - $32,610
-500 Reduced 4.46%
10,700 $600,000
Q1 2022

May 05, 2022

BUY
$57.88 - $62.85 $3,993 - $4,336
69 Added 0.62%
11,200 $719,000
Q4 2021

Mar 11, 2022

BUY
$52.3 - $59.21 $582,151 - $659,066
11,131 New
11,131 $658,000

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 $303B
  • 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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