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 $377,529. This represents 0.16% of its overall portfolio holdings.

Number of Shares

5,401

Previous 5,401 -0.0%

Holding current value

$377,529

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

3,344

Shares Held

3.03B

Call Options Held

20.6M

Put Options Held

15.2M

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 $302B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.

Account

Selective Wealth Management, Inc. Coca Cola CO Transaction History