A detailed history of Summit Financial Wealth Advisors, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 6,156 shares of KO stock, worth $430,304. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,156
Previous 7,179 14.25%
Holding current value
$430,304
Previous $439,000 10.93%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Aug 12, 2024

SELL
$58.06 - $64.15 $59,395 - $65,625
-1,023 Reduced 14.25%
6,156 $391,000
Q1 2024

May 02, 2024

BUY
$58.91 - $61.24 $81,472 - $84,694
1,383 Added 23.86%
7,179 $439,000
Q4 2023

Jan 19, 2024

BUY
$52.38 - $59.93 $74,484 - $85,220
1,422 Added 32.51%
5,796 $341,000
Q3 2023

Nov 13, 2023

BUY
$55.81 - $63.05 $29,635 - $33,479
531 Added 13.82%
4,374 $244,000
Q2 2023

Jul 12, 2023

BUY
$59.66 - $64.3 $119 - $128
2 Added 0.05%
3,843 $231,000
Q1 2023

Apr 10, 2023

SELL
$58.86 - $63.4 $294 - $317
-5 Reduced 0.13%
3,841 $238,000
Q4 2022

Jan 17, 2023

BUY
$54.39 - $64.37 $19,417 - $22,980
357 Added 10.23%
3,846 $0
Q3 2022

Oct 28, 2022

SELL
$56.02 - $65.22 $21,679 - $25,240
-387 Reduced 9.98%
3,489 $208,000
Q2 2022

Jul 26, 2022

BUY
$59.07 - $66.21 $22,919 - $25,689
388 Added 11.12%
3,876 $241,000
Q1 2022

May 06, 2022

SELL
$57.88 - $62.85 $25,004 - $27,151
-432 Reduced 11.02%
3,488 $216,000
Q4 2021

Jan 12, 2022

BUY
$52.3 - $59.21 $209 - $236
4 Added 0.1%
3,920 $236,000
Q3 2021

Nov 05, 2021

BUY
$52.47 - $57.48 $205,472 - $225,091
3,916 New
3,916 $205,000

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 $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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