A detailed history of Source Financial Advisors LLC transactions in Coca Cola CO stock. As of the latest transaction made, Source Financial Advisors LLC holds 4,455 shares of KO stock, worth $307,439. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,455
Previous 4,457 0.04%
Holding current value
$307,439
Previous $272,000 4.04%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Jul 17, 2024

SELL
$58.06 - $64.15 $116 - $128
-2 Reduced 0.04%
4,455 $283,000
Q1 2024

May 01, 2024

SELL
$58.91 - $61.24 $55,787 - $57,994
-947 Reduced 17.52%
4,457 $272,000
Q4 2023

Jan 11, 2024

BUY
$52.38 - $59.93 $54,475 - $62,327
1,040 Added 23.83%
5,404 $318,000
Q3 2023

Oct 26, 2023

SELL
$55.81 - $63.05 $67,083 - $75,786
-1,202 Reduced 21.6%
4,364 $244,000
Q2 2023

Jul 24, 2023

BUY
$59.66 - $64.3 $27,204 - $29,320
456 Added 8.92%
5,566 $335,000
Q1 2023

Apr 20, 2023

BUY
$58.86 - $63.4 $40,848 - $43,999
694 Added 15.72%
5,110 $316,000
Q4 2022

Jan 31, 2023

BUY
$54.39 - $64.37 $19,254 - $22,786
354 Added 8.71%
4,416 $280,000
Q3 2022

Nov 14, 2022

SELL
$56.02 - $65.22 $4,257 - $4,956
-76 Reduced 1.84%
4,062 $227,000
Q2 2022

Aug 15, 2022

BUY
$59.07 - $66.21 $11,695 - $13,109
198 Added 5.03%
4,138 $260,000
Q1 2022

May 16, 2022

SELL
$57.88 - $62.85 $29,750 - $32,304
-514 Reduced 11.54%
3,940 $244,000
Q4 2021

Feb 14, 2022

SELL
$52.3 - $59.21 $37,917 - $42,927
-725 Reduced 14.0%
4,454 $264,000
Q3 2021

Nov 15, 2021

BUY
$52.47 - $57.48 $682 - $747
13 Added 0.25%
5,179 $272,000
Q2 2021

Aug 16, 2021

BUY
$52.51 - $56.24 $840 - $899
16 Added 0.31%
5,166 $279,000
Q1 2021

May 17, 2021

BUY
$48.15 - $53.85 $247,972 - $277,327
5,150 New
5,150 $271,000

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 $298B
  • 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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