A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Coca Cola CO stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 5,150 shares of KO stock, worth $329,188. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,150
Previous 5,300 2.83%
Holding current value
$329,188
Previous $337,000 9.79%
% of portfolio
0.09%
Previous 0.09%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$62.69 - $73.01 $9,403 - $10,951
-150 Reduced 2.83%
5,150 $370,000
Q1 2024

May 03, 2024

BUY
$58.91 - $61.24 $58 - $61
1 Added 0.02%
5,300 $324,000
Q4 2023

Feb 02, 2024

SELL
$52.38 - $59.93 $52,380 - $59,930
-1,000 Reduced 15.88%
5,299 $312,000
Q3 2023

Nov 03, 2023

SELL
$55.81 - $63.05 $502 - $567
-9 Reduced 0.14%
6,299 $352,000
Q2 2023

Aug 11, 2023

SELL
$59.66 - $64.3 $17,241 - $18,582
-289 Reduced 4.38%
6,308 $379,000
Q2 2022

Aug 09, 2022

SELL
$59.07 - $66.21 $51,095 - $57,271
-865 Reduced 11.59%
6,597 $415,000
Q3 2020

Nov 03, 2020

SELL
$43.91 - $51.19 $439 - $511
-10 Reduced 0.13%
7,462 $368,000
Q2 2020

Jul 15, 2020

SELL
$42.12 - $49.85 $32,221 - $38,135
-765 Reduced 9.29%
7,472 $338,000
Q1 2020

Apr 14, 2020

BUY
$37.56 - $60.13 $2,328 - $3,728
62 Added 0.76%
8,237 $364,000
Q4 2019

Jan 09, 2020

BUY
$51.71 - $55.35 $8,945 - $9,575
173 Added 2.16%
8,175 $452,000
Q3 2019

Nov 15, 2019

SELL
$51.22 - $55.77 $16,031 - $17,456
-313 Reduced 3.76%
8,002 $436,000
Q2 2019

Nov 15, 2019

SELL
$46.18 - $51.92 $13,253 - $14,901
-287 Reduced 3.34%
8,315 $423,000
Q1 2019

Nov 15, 2019

SELL
$44.69 - $49.79 $134,070 - $149,370
-3,000 Reduced 25.86%
8,602 $403,000
Q4 2018

Nov 15, 2019

BUY
$44.64 - $50.51 $517,913 - $586,017
11,602 New
11,602 $549,000

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 $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
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