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 4,463 shares of KO stock, worth $281,124. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,463
Previous 4,455 0.18%
Holding current value
$281,124
Previous $283,000 13.07%
% of portfolio
0.09%
Previous 0.09%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$62.69 - $73.01 $501 - $584
8 Added 0.18%
4,463 $320,000
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 $272B
  • 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

Track Source Financial Advisors LLC Portfolio

Follow Source Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Source Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Source Financial Advisors LLC with notifications on news.