Selective Wealth Management, Inc. Coca Cola CO Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

A detailed history of Selective Wealth Management, Inc. transactions in Coca Cola CO stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 5,401 shares of KO stock, worth $336,914. This represents 0.16% of its overall portfolio holdings.

Number of Shares

5,401

Previous 5,401 -0.0%

Holding current value

$336,914

Previous $343,000 13.12%

% of portfolio

0.16%

Previous 0.15%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 05, 2024	SELL	$52.38 - $59.93 $3,247 - $3,715	-62 Reduced 1.13%	5,401 $318,000
Q3 2023 Oct 10, 2023	SELL	$55.81 - $63.05 $9,710 - $10,970	-174 Reduced 3.09%	5,463 $305,000
Q2 2023 Jul 11, 2023	SELL	$59.66 - $64.3 $7,039 - $7,587	-118 Reduced 2.05%	5,637 $339,000
Q4 2022 Jan 23, 2023	SELL	$54.39 - $64.37 $206,029 - $243,833	-3,788 Reduced 39.69%	5,755 $0
Q3 2022 Oct 21, 2022	SELL	$56.02 - $65.22 $249,513 - $290,489	-4,454 Reduced 31.82%	9,543 $535,000
Q2 2022 Jul 28, 2022	SELL	$59.07 - $66.21 $11,754 - $13,175	-199 Reduced 1.4%	13,997 $881,000
Q1 2022 Apr 20, 2022	SELL	$57.88 - $62.85 $57,880 - $62,850	-1,000 Reduced 6.58%	14,196 $880,000
Q4 2021 Jan 18, 2022	BUY	$52.3 - $59.21 $20,710 - $23,447	396 Added 2.68%	15,196 $900,000
Q3 2021 Oct 27, 2021	SELL	$52.47 - $57.48 $9,444 - $10,346	-180 Reduced 1.2%	14,800 $777,000
Q2 2021 Aug 04, 2021	SELL	$52.51 - $56.24 $1,050 - $1,124	-20 Reduced 0.13%	14,980 $810,000
Q1 2021 Apr 09, 2021	SELL	$48.15 - $53.85 $33,223 - $37,156	-690 Reduced 4.4%	15,000 $791,000
Q4 2020 Jan 22, 2021	BUY	$47.96 - $54.84 $31,893 - $36,468	665 Added 4.43%	15,690 $860,000
Q2 2020 Jul 15, 2020	BUY	$42.12 - $49.85 $348,753 - $412,758	8,280 Added 122.76%	15,025 $671,000
Q3 2019 Oct 29, 2019	SELL	$51.22 - $55.77 $15,366 - $16,731	-300 Reduced 4.26%	6,745 $368,000
Q2 2019 Jul 16, 2019	BUY	$46.18 - $51.92 $41,562 - $46,728	900 Added 14.65%	7,045 $359,000
Q1 2019 Apr 04, 2019	SELL	$44.69 - $49.79 $8,938 - $9,958	-200 Reduced 3.15%	6,145 $288,000
Q3 2018 Oct 12, 2018	BUY	$43.75 - $46.73 $277,593 - $296,501	6,345 New	6,345 $293,000

Others Institutions Holding KO

# of Institutions

3,442

Shares Held

2.99B

Call Options Held

26.8M

Put Options Held

21.5M

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 $270B
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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Selective Wealth Management, Inc. Coca Cola CO Transaction History