A detailed history of True Wealth Advisors, LLC transactions in Coca Cola CO stock. As of the latest transaction made, True Wealth Advisors, LLC holds 5,170 shares of KO stock, worth $329,639. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,170
Previous 4,942 4.61%
Holding current value
$329,639
Previous $314,000 18.15%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Oct 29, 2024

BUY
$62.69 - $73.01 $14,293 - $16,646
228 Added 4.61%
5,170 $371,000
Q2 2024

Jul 24, 2024

BUY
$58.06 - $64.15 $55,911 - $61,776
963 Added 24.2%
4,942 $314,000
Q1 2024

Apr 23, 2024

SELL
$58.91 - $61.24 $4,182 - $4,348
-71 Reduced 1.75%
3,979 $243,000
Q4 2023

Feb 08, 2024

BUY
$52.38 - $59.93 $3,928 - $4,494
75 Added 1.89%
4,050 $238,000
Q3 2023

Nov 07, 2023

BUY
$55.81 - $63.05 $18,528 - $20,932
332 Added 9.11%
3,975 $222,000
Q2 2023

Jul 31, 2023

SELL
$59.66 - $64.3 $20,045 - $21,604
-336 Reduced 8.44%
3,643 $219,000
Q1 2023

Apr 19, 2023

SELL
$58.86 - $63.4 $58 - $63
-1 Reduced 0.03%
3,979 $246,000
Q4 2022

Jan 23, 2023

SELL
$54.39 - $64.37 $2,556 - $3,025
-47 Reduced 1.17%
3,980 $0
Q3 2022

Oct 21, 2022

BUY
$56.02 - $65.22 $1,792 - $2,087
32 Added 0.8%
4,027 $226,000
Q2 2022

Jul 27, 2022

BUY
$59.07 - $66.21 $16,539 - $18,538
280 Added 7.54%
3,995 $251,000
Q1 2022

May 04, 2022

BUY
$57.88 - $62.85 $215,024 - $233,487
3,715 New
3,715 $234,000

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
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