A detailed history of Sound Financial Strategies Group, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 11,712 shares of KO stock, worth $818,668. This represents 0.71% of its overall portfolio holdings.

Number of Shares
11,712
Previous 9,460 23.81%
Holding current value
$818,668
Previous $578,000 28.89%
% of portfolio
0.71%
Previous 0.53%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$58.06 - $64.15 $130,751 - $144,465
2,252 Added 23.81%
11,712 $745,000
Q1 2024

May 13, 2024

BUY
$58.91 - $61.24 $176 - $183
3 Added 0.03%
9,460 $578,000
Q4 2023

Feb 02, 2024

SELL
$52.38 - $59.93 $239,743 - $274,299
-4,577 Reduced 32.61%
9,457 $557,000
Q3 2023

Nov 06, 2023

SELL
$55.81 - $63.05 $47,047 - $53,151
-843 Reduced 5.67%
14,034 $785,000
Q2 2023

Aug 07, 2023

SELL
$59.66 - $64.3 $103,510 - $111,560
-1,735 Reduced 10.44%
14,877 $895,000
Q1 2023

May 02, 2023

SELL
$58.86 - $63.4 $51,679 - $55,665
-878 Reduced 5.02%
16,612 $1.03 Million
Q4 2022

Jan 30, 2023

BUY
$54.39 - $64.37 $951,281 - $1.13 Million
17,490 New
17,490 $1.11 Million
Q2 2022

Jul 25, 2022

SELL
$59.07 - $66.21 $482,070 - $540,339
-8,161 Reduced 31.25%
17,958 $1.13 Million
Q1 2022

May 05, 2022

BUY
$57.88 - $62.85 $1.51 Million - $1.64 Million
26,119 New
26,119 $1.62 Million
Q4 2020

Jan 22, 2021

SELL
$47.96 - $54.84 $447,274 - $511,437
-9,326 Closed
0 $0
Q3 2020

Oct 19, 2020

SELL
$43.91 - $51.19 $6,323 - $7,371
-144 Reduced 1.52%
9,326 $460,000
Q2 2020

Jul 17, 2020

SELL
$42.12 - $49.85 $42 - $49
-1 Reduced 0.01%
9,470 $423,000
Q1 2020

May 08, 2020

SELL
$37.56 - $60.13 $505,257 - $808,868
-13,452 Reduced 58.68%
9,471 $419,000
Q4 2019

Feb 14, 2020

BUY
$51.71 - $55.35 $1.19 Million - $1.27 Million
22,923 New
22,923 $1.27 Million

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 $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
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