A detailed history of Tria Gen Wealth Management LLC transactions in Coca Cola CO stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 3,867 shares of KO stock, worth $238,748. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,867
Previous 4,295 9.97%
Holding current value
$238,748
Previous $273,000 1.47%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Oct 18, 2024

SELL
$62.69 - $73.01 $26,831 - $31,248
-428 Reduced 9.97%
3,867 $277,000
Q2 2024

Jul 18, 2024

BUY
$58.06 - $64.15 $290 - $320
5 Added 0.12%
4,295 $273,000
Q1 2024

Apr 23, 2024

SELL
$58.91 - $61.24 $94,256 - $97,984
-1,600 Reduced 27.16%
4,290 $262,000
Q4 2023

Jan 22, 2024

BUY
$52.38 - $59.93 $523 - $599
10 Added 0.17%
5,890 $347,000
Q3 2023

Oct 23, 2023

BUY
$55.81 - $63.05 $279 - $315
5 Added 0.09%
5,880 $329,000
Q2 2023

Aug 08, 2023

SELL
$59.66 - $64.3 $7,696 - $8,294
-129 Reduced 2.15%
5,875 $353,000
Q1 2023

Apr 24, 2023

BUY
$58.86 - $63.4 $3,590 - $3,867
61 Added 1.03%
6,004 $372,000
Q4 2022

Feb 09, 2023

BUY
$54.39 - $64.37 $5,330 - $6,308
98 Added 1.68%
5,943 $378,000
Q3 2022

Oct 21, 2022

BUY
$56.02 - $65.22 $224 - $260
4 Added 0.07%
5,845 $327,000
Q2 2022

Jul 29, 2022

BUY
$59.07 - $66.21 $236 - $264
4 Added 0.07%
5,841 $367,000
Q4 2021

Feb 09, 2022

BUY
$52.3 - $59.21 $52 - $59
1 Added 0.02%
5,837 $346,000
Q3 2021

Nov 10, 2021

SELL
$52.47 - $57.48 $9,392 - $10,288
-179 Reduced 2.98%
5,836 $306,000
Q2 2021

Aug 02, 2021

SELL
$52.51 - $56.24 $12,234 - $13,103
-233 Reduced 3.73%
6,015 $343,000
Q1 2021

Apr 26, 2021

SELL
$48.15 - $53.85 $21,811 - $24,394
-453 Reduced 6.76%
6,248 $329,000
Q4 2020

Feb 02, 2021

BUY
$47.96 - $54.84 $321,379 - $367,482
6,701 New
6,701 $367,000

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 $267B
  • 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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