Summit Wealth Partners, LLC Coca Cola CO Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,331 shares of KO stock, worth $209,320. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,331

Previous 3,605 7.6%

Holding current value

$209,320

Previous $229 Million 4.32%

% of portfolio

0.05%

Previous 0.05%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$62.69 - $73.01 $17,177 - $20,004	-274 Reduced 7.6%	3,331 $239 Million
Q2 2024 Sep 11, 2024	BUY	$58.06 - $64.15 $232 - $256	4 Added 0.11%	3,605 $229 Million
Q1 2024 Sep 11, 2024	SELL	$58.91 - $61.24 $98,556 - $102,454	-1,673 Reduced 31.72%	3,601 $220 Million
Q4 2023 Sep 11, 2024	BUY	$52.38 - $59.93 $1,414 - $1,618	27 Added 0.51%	5,274 $311 Million
Q3 2023 Sep 11, 2024	SELL	$55.81 - $63.05 $40,071 - $45,269	-718 Reduced 12.04%	5,247 $294 Million
Q2 2023 Sep 11, 2024	SELL	$59.66 - $64.3 $60,853 - $65,586	-1,020 Reduced 14.6%	5,965 $359 Million
Q4 2022 Sep 11, 2024	SELL	$54.39 - $64.37 $4,731 - $5,600	-87 Reduced 1.23%	6,985 $444 Million
Q3 2022 Sep 11, 2024	BUY	$56.02 - $65.22 $1,456 - $1,695	26 Added 0.37%	7,072 $396 Million
Q2 2022 Sep 11, 2024	BUY	$59.07 - $66.21 $59 - $66	1 Added 0.01%	7,046 $443 Million
Q4 2021 Sep 10, 2024	BUY	$52.3 - $59.21 $15,794 - $17,881	302 Added 4.48%	7,045 $417 Million
Q2 2021 Sep 10, 2024	BUY	$52.51 - $56.24 $21,686 - $23,227	413 Added 6.52%	6,743 $365 Million
Q1 2021 Sep 10, 2024	BUY	$48.15 - $53.85 $1,011 - $1,130	21 Added 0.33%	6,330 $334 Million
Q4 2020 Sep 10, 2024	BUY	$47.96 - $54.84 $143 - $164	3 Added 0.05%	6,309 $346 Million
Q3 2020 Sep 10, 2024	BUY	$43.91 - $51.19 $43 - $51	1 Added 0.02%	6,306 $311 Million
Q2 2020 Sep 10, 2024	BUY	$42.12 - $49.85 $6,612 - $7,826	157 Added 2.55%	6,305 $282 Million
Q4 2019 Sep 09, 2024	BUY	$51.71 - $55.35 $317,913 - $340,291	6,148 New	6,148 $340 Million

Others Institutions Holding KO

# of Institutions

3,442

Shares Held

2.99B

Call Options Held

26.8M

Put Options Held

21.5M

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 $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

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Account

Summit Wealth Partners, LLC Coca Cola CO Transaction History