A detailed history of Stone Point Wealth LLC transactions in Coca Cola CO stock. As of the latest transaction made, Stone Point Wealth LLC holds 14,110 shares of KO stock, worth $901,911. This represents 0.33% of its overall portfolio holdings.

Number of Shares
14,110
Previous 14,264 1.08%
Holding current value
$901,911
Previous $907,000 11.69%
% of portfolio
0.33%
Previous 0.33%

Shares

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

Oct 31, 2024

SELL
$62.69 - $73.01 $9,654 - $11,243
-154 Reduced 1.08%
14,110 $1.01 Million
Q2 2024

Jul 30, 2024

SELL
$58.06 - $64.15 $6,967 - $7,698
-120 Reduced 0.83%
14,264 $907,000
Q1 2024

May 01, 2024

BUY
$58.91 - $61.24 $8,836 - $9,186
150 Added 1.05%
14,384 $880,000
Q4 2023

Jan 26, 2024

SELL
$52.38 - $59.93 $20,742 - $23,732
-396 Reduced 2.71%
14,234 $838,000
Q3 2023

Oct 25, 2023

SELL
$55.81 - $63.05 $2,790 - $3,152
-50 Reduced 0.34%
14,630 $818,000
Q2 2023

Jul 25, 2023

SELL
$59.66 - $64.3 $2,684 - $2,893
-45 Reduced 0.31%
14,680 $884,000
Q1 2023

Apr 20, 2023

SELL
$58.86 - $63.4 $18,717 - $20,161
-318 Reduced 2.11%
14,725 $913,000
Q4 2022

Jan 20, 2023

SELL
$54.39 - $64.37 $2,719 - $3,218
-50 Reduced 0.33%
15,043 $0
Q2 2022

Jul 19, 2022

SELL
$59.07 - $66.21 $15,476 - $17,347
-262 Reduced 1.71%
15,093 $950,000
Q1 2022

Apr 29, 2022

BUY
$57.88 - $62.85 $888,747 - $965,061
15,355 New
15,355 $964,000

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 $276B
  • 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 Stone Point Wealth LLC Portfolio

Follow Stone Point Wealth 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 Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.