Sequoia Financial Advisors, LLC Coca Cola CO Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 143,561 shares of KO stock, worth $8.98 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

143,561

Previous 105,929 35.53%

Holding current value

$8.98 Million

Previous $6.74 Million 53.01%

% of portfolio

0.12%

Previous 0.08%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$62.69 - $73.01 $2.36 Million - $2.75 Million	37,632 Added 35.53%	143,561 $10.3 Million
Q2 2024 Jul 15, 2024	BUY	$58.06 - $64.15 $344,353 - $380,473	5,931 Added 5.93%	105,929 $6.74 Million
Q1 2024 Apr 30, 2024	SELL	$58.91 - $61.24 $791,691 - $823,004	-13,439 Reduced 11.85%	99,998 $6.12 Million
Q4 2023 Jan 25, 2024	BUY	$52.38 - $59.93 $2.89 Million - $3.3 Million	55,080 Added 94.38%	113,437 $6.68 Million
Q3 2023 Nov 08, 2023	SELL	$55.81 - $63.05 $251,089 - $283,661	-4,499 Reduced 7.16%	58,357 $3.27 Million
Q2 2023 Aug 08, 2023	BUY	$59.66 - $64.3 $276,225 - $297,709	4,630 Added 7.95%	62,856 $3.79 Million
Q1 2023 Apr 24, 2023	BUY	$58.86 - $63.4 $396,598 - $427,189	6,738 Added 13.09%	58,226 $3.61 Million
Q4 2022 Feb 10, 2023	SELL	$54.39 - $64.37 $35,407 - $41,904	-651 Reduced 1.25%	51,488 $3.28 Million
Q4 2022 Jan 17, 2023	BUY	$54.39 - $64.37 $1.29 Million - $1.53 Million	23,700 Added 83.34%	52,139 $0
Q3 2022 Oct 26, 2022	SELL	$56.02 - $65.22 $281,724 - $327,991	-5,029 Reduced 15.03%	28,439 $1.59 Million
Q2 2022 Jul 22, 2022	BUY	$59.07 - $66.21 $164,332 - $184,196	2,782 Added 9.07%	33,468 $2.11 Million
Q1 2022 May 13, 2022	SELL	$57.88 - $62.85 $666,661 - $723,906	-11,518 Reduced 27.29%	30,686 $1.9 Million
Q4 2021 Feb 11, 2022	BUY	$52.3 - $59.21 $1.92 Million - $2.17 Million	36,653 Added 660.3%	42,204 $2.5 Million
Q3 2021 Oct 26, 2021	SELL	$52.47 - $57.48 $1.77 Million - $1.94 Million	-33,741 Reduced 85.87%	5,551 $291,000
Q2 2021 Jul 27, 2021	BUY	$52.51 - $56.24 $561,909 - $601,824	10,701 Added 37.43%	39,292 $2.13 Million
Q1 2021 May 14, 2021	BUY	$48.15 - $53.85 $81,132 - $90,737	1,685 Added 6.26%	28,591 $1.51 Million
Q4 2020 Feb 12, 2021	BUY	$47.96 - $54.84 $6,570 - $7,513	137 Added 0.51%	26,906 $1.48 Million
Q3 2020 Oct 23, 2020	BUY	$43.91 - $51.19 $166,594 - $194,214	3,794 Added 16.51%	26,769 $1.32 Million
Q2 2020 Aug 25, 2020	BUY	$42.12 - $49.85 $967,706 - $1.15 Million	22,975 New	22,975 $1.03 Million
Q2 2020 Aug 11, 2020	SELL	$42.12 - $49.85 $823,109 - $974,168	-19,542 Closed	0 $1.03 Million
Q1 2020 May 11, 2020	SELL	$37.56 - $60.13 $30,010 - $48,043	-799 Reduced 3.93%	19,542 $865,000
Q4 2019 Feb 13, 2020	SELL	$51.71 - $55.35 $128,292 - $137,323	-2,481 Reduced 10.87%	20,341 $1.13 Million
Q3 2019 Oct 22, 2019	SELL	$51.22 - $55.77 $50,195 - $54,654	-980 Reduced 4.12%	22,822 $1.24 Million
Q2 2019 Jul 31, 2019	BUY	$46.18 - $51.92 $12,745 - $14,329	276 Added 1.17%	23,802 $1.21 Million
Q1 2019 May 13, 2019	BUY	$44.69 - $49.79 $497,891 - $554,710	11,141 Added 89.96%	23,526 $1.1 Million
Q4 2018 Feb 14, 2019	SELL	$44.64 - $50.51 $56,469 - $63,895	-1,265 Reduced 9.27%	12,385 $586,000
Q3 2018 Nov 14, 2018	SELL	$43.75 - $46.73 $13,912 - $14,860	-318 Reduced 2.28%	13,650 $631,000
Q2 2018 Aug 14, 2018	BUY	$41.55 - $44.88 $11,176 - $12,072	269 Added 1.96%	13,968 $613,000
Q1 2018 May 14, 2018	SELL	$42.33 - $48.53 $26,879 - $30,816	-635 Reduced 4.43%	13,699 $595,000
Q4 2017 Feb 13, 2018	SELL	$44.8 - $47.43 $872,345 - $923,556	-19,472 Reduced 57.6%	14,334 $658,000
Q3 2017 Nov 13, 2017	SELL	$44.64 - $46.87 $389,260 - $408,706	-8,720 Reduced 20.51%	33,806 $1.52 Million
Q2 2017 Aug 09, 2017	BUY	N/A	42,526	42,526 $1.91 Million

Others Institutions Holding KO

# of Institutions

3,441

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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Sequoia Financial Advisors, LLC Coca Cola CO Transaction History