Souders Financial Advisors Coca Cola CO Transaction History

Souders Financial Advisors

$683 Million
Q3 2024

A detailed history of Souders Financial Advisors transactions in Coca Cola CO stock. As of the latest transaction made, Souders Financial Advisors holds 5,589 shares of KO stock, worth $345,064. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,589

Previous 5,565 0.43%

Holding current value

$345,064

Previous $354,000 13.28%

% of portfolio

0.06%

Previous 0.06%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$62.69 - $73.01 $1,504 - $1,752	24 Added 0.43%	5,589 $401,000
Q2 2024 Aug 28, 2024	SELL	$58.06 - $64.15 $500,941 - $553,486	-8,628 Reduced 60.79%	5,565 $354,000
Q1 2024 May 08, 2024	SELL	$58.91 - $61.24 $10,191 - $10,594	-173 Reduced 1.2%	14,193 $868,000
Q4 2023 Jan 24, 2024	SELL	$52.38 - $59.93 $213,343 - $244,094	-4,073 Reduced 22.09%	14,366 $846,000
Q3 2023 Nov 06, 2023	BUY	$55.81 - $63.05 $234,736 - $265,188	4,206 Added 29.55%	18,439 $1.03 Million
Q2 2023 Aug 09, 2023	BUY	$59.66 - $64.3 $513,254 - $553,172	8,603 Added 152.81%	14,233 $857,000
Q1 2023 May 09, 2023	BUY	$58.86 - $63.4 $3,531 - $3,804	60 Added 1.08%	5,630 $349,000
Q4 2022 Feb 13, 2023	SELL	$54.39 - $64.37 $1,522 - $1,802	-28 Reduced 0.5%	5,570 $354,000
Q3 2022 Nov 10, 2022	SELL	$56.02 - $65.22 $37,533 - $43,697	-670 Reduced 10.69%	5,598 $314,000
Q2 2022 Aug 05, 2022	SELL	$59.07 - $66.21 $407,464 - $456,716	-6,898 Reduced 52.39%	6,268 $394,000
Q1 2022 May 04, 2022	BUY	$57.88 - $62.85 $436,762 - $474,266	7,546 Added 134.27%	13,166 $816,000
Q4 2021 Feb 04, 2022	BUY	$52.3 - $59.21 $209 - $236	4 Added 0.07%	5,620 $333,000
Q3 2021 Nov 03, 2021	SELL	$52.47 - $57.48 $7,030 - $7,702	-134 Reduced 2.33%	5,616 $295,000
Q2 2021 Aug 09, 2021	SELL	$52.51 - $56.24 $399,916 - $428,323	-7,616 Reduced 56.98%	5,750 $311,000
Q1 2021 May 13, 2021	BUY	$48.15 - $53.85 $314,467 - $351,694	6,531 Added 95.55%	13,366 $705,000
Q4 2020 Feb 09, 2021	SELL	$47.96 - $54.84 $35,106 - $40,142	-732 Reduced 9.67%	6,835 $375,000
Q3 2020 Nov 12, 2020	SELL	$43.91 - $51.19 $33,503 - $39,057	-763 Reduced 9.16%	7,567 $408,000
Q2 2020 Aug 11, 2020	SELL	$42.12 - $49.85 $639,044 - $756,324	-15,172 Reduced 64.56%	8,330 $372,000
Q1 2020 May 12, 2020	BUY	$37.56 - $60.13 $882,735 - $1.41 Million	23,502 New	23,502 $1.04 Million

Others Institutions Holding KO

# of Institutions

3,437

Shares Held

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 $267B
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 Souders Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Souders Financial Advisors with notifications on news.

Account

Souders Financial Advisors Coca Cola CO Transaction History