Successful Portfolios LLC Coca Cola CO Transaction History

Successful Portfolios LLC

$147 Million
Q1 2025

A detailed history of Successful Portfolios LLC transactions in Coca Cola CO stock. As of the latest transaction made, Successful Portfolios LLC holds 17,024 shares of KO stock, worth $1.22 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

17,024

Previous 17,024 -0.0%

Holding current value

$1.22 Million

Previous $1.06 Million 15.11%

% of portfolio

0.83%

Previous 0.71%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$61.74 - $71.71 $123 - $143	2 Added 0.01%	17,024 $1.06 Million
Q3 2024 Oct 09, 2024	BUY	$62.69 - $73.01 $2,883 - $3,358	46 Added 0.27%	17,022 $1.22 Million
Q2 2024 Jul 12, 2024	SELL	$58.06 - $64.15 $77,277 - $85,383	-1,331 Reduced 7.27%	16,976 $1.08 Million
Q1 2024 Apr 17, 2024	SELL	$58.91 - $61.24 $12,665 - $13,166	-215 Reduced 1.16%	18,307 $1.12 Million
Q4 2023 Jan 18, 2024	BUY	$52.38 - $59.93 $5,761 - $6,592	110 Added 0.6%	18,522 $1.09 Million
Q3 2023 Oct 10, 2023	BUY	$55.81 - $63.05 $3,404 - $3,846	61 Added 0.33%	18,412 $1.03 Million
Q2 2023 Jul 20, 2023	SELL	$59.66 - $64.3 $126,419 - $136,251	-2,119 Reduced 10.35%	18,351 $1.11 Million
Q1 2023 Apr 21, 2023	BUY	$58.86 - $63.4 $11,006 - $11,855	187 Added 0.92%	20,470 $1.27 Million
Q4 2022 Jan 27, 2023	SELL	$54.39 - $64.37 $9,028 - $10,685	-166 Reduced 0.81%	20,283 $0
Q3 2022 Oct 12, 2022	BUY	$56.02 - $65.22 $280 - $326	5 Added 0.02%	20,449 $1.15 Million
Q2 2022 Jul 22, 2022	SELL	$59.07 - $66.21 $59 - $66	-1 Reduced -0.0%	20,444 $1.29 Million
Q1 2022 Apr 21, 2022	BUY	$57.88 - $62.85 $124,731 - $135,441	2,155 Added 11.78%	20,445 $1.27 Million
Q4 2021 Jan 26, 2022	SELL	$52.3 - $59.21 $784 - $888	-15 Reduced 0.08%	18,290 $1.08 Million
Q3 2021 Oct 14, 2021	SELL	$52.47 - $57.48 $3,935 - $4,311	-75 Reduced 0.41%	18,305 $960,000
Q1 2021 Apr 20, 2021	BUY	$48.15 - $53.85 $8,907 - $9,962	185 Added 1.02%	18,380 $969,000
Q4 2020 Feb 02, 2021	BUY	$47.96 - $54.84 $10,311 - $11,790	215 Added 1.2%	18,195 $998,000
Q3 2020 Oct 13, 2020	BUY	$43.91 - $51.19 $7,947 - $9,265	181 Added 1.02%	17,980 $888,000
Q2 2020 Jul 13, 2020	BUY	$42.12 - $49.85 $9,097 - $10,767	216 Added 1.23%	17,799 $795,000
Q1 2020 Apr 23, 2020	SELL	$37.56 - $60.13 $1,239 - $1,984	-33 Reduced 0.19%	17,583 $778,000
Q3 2019 Oct 11, 2019	BUY	$51.22 - $55.77 $8,809 - $9,592	172 Added 0.99%	17,616 $959,000
Q2 2019 Jul 11, 2019	SELL	$46.18 - $51.92 $5,079 - $5,711	-110 Reduced 0.63%	17,444 $888,000
Q1 2019 Apr 22, 2019	SELL	$44.69 - $49.79 $6,390 - $7,119	-143 Reduced 0.81%	17,554 $823,000
Q4 2018 Jan 14, 2019	SELL	$44.64 - $50.51 $4,106 - $4,646	-92 Reduced 0.52%	17,697 $838,000
Q3 2018 Oct 15, 2018	SELL	$43.75 - $46.73 $6,081 - $6,495	-139 Reduced 0.78%	17,789 $822,000
Q2 2018 Jul 24, 2018	SELL	$41.55 - $44.88 $6,398 - $6,911	-154 Reduced 0.85%	17,928 $786,000
Q1 2018 May 08, 2018	SELL	$42.33 - $48.53 $9,397 - $10,773	-222 Reduced 1.21%	18,082 $785,000
Q4 2017 Feb 09, 2018	BUY	$44.8 - $47.43 $820,019 - $868,158	18,304	18,304 $840,000

Others Institutions Holding KO

# of Institutions

3,759

Shares Held

3.07B

Call Options Held

33.5M

Put Options Held

24.1M

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 $310B
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...

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Successful Portfolios LLC Coca Cola CO Transaction History