A detailed history of Valmark Advisers, Inc. transactions in Coca Cola CO stock. As of the latest transaction made, Valmark Advisers, Inc. holds 39,326 shares of KO stock, worth $2.45 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
39,326
Previous 38,487 2.18%
Holding current value
$2.45 Million
Previous $2.45 Million 15.35%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 25, 2024

BUY
$62.69 - $73.01 $52,596 - $61,255
839 Added 2.18%
39,326 $2.83 Million
Q2 2024

Jul 31, 2024

BUY
$58.06 - $64.15 $40,409 - $44,648
696 Added 1.84%
38,487 $2.45 Million
Q1 2024

May 03, 2024

BUY
$58.91 - $61.24 $43,063 - $44,766
731 Added 1.97%
37,791 $2.31 Million
Q4 2023

Feb 02, 2024

BUY
$52.38 - $59.93 $963,896 - $1.1 Million
18,402 Added 98.63%
37,060 $2.18 Million
Q3 2023

Nov 07, 2023

BUY
$55.81 - $63.05 $128,363 - $145,015
2,300 Added 14.06%
18,658 $1.04 Million
Q2 2023

Aug 02, 2023

SELL
$59.66 - $64.3 $148,792 - $160,364
-2,494 Reduced 13.23%
16,358 $985,000
Q1 2023

May 01, 2023

BUY
$58.86 - $63.4 $148,327 - $159,768
2,520 Added 15.43%
18,852 $1.17 Million
Q4 2022

Feb 06, 2023

BUY
$54.39 - $64.37 $66,627 - $78,853
1,225 Added 8.11%
16,332 $1.04 Million
Q3 2022

Nov 02, 2022

BUY
$56.02 - $65.22 $45,376 - $52,828
810 Added 5.67%
15,107 $846,000
Q2 2022

Aug 01, 2022

BUY
$59.07 - $66.21 $146,670 - $164,399
2,483 Added 21.02%
14,297 $899,000
Q1 2022

May 10, 2022

SELL
$57.88 - $62.85 $752 - $817
-13 Reduced 0.11%
11,814 $732,000
Q4 2021

Feb 02, 2022

BUY
$52.3 - $59.21 $38,545 - $43,637
737 Added 6.65%
11,827 $700,000
Q3 2021

Nov 09, 2021

SELL
$52.47 - $57.48 $21,722 - $23,796
-414 Reduced 3.6%
11,090 $582,000
Q2 2021

Aug 06, 2021

SELL
$52.51 - $56.24 $2,730 - $2,924
-52 Reduced 0.45%
11,504 $622,000
Q1 2021

May 04, 2021

BUY
$48.15 - $53.85 $24,363 - $27,248
506 Added 4.58%
11,556 $609,000
Q4 2020

Feb 03, 2021

BUY
$47.96 - $54.84 $53,379 - $61,036
1,113 Added 11.2%
11,050 $606,000
Q3 2020

Nov 09, 2020

BUY
$43.91 - $51.19 $180,250 - $210,134
4,105 Added 70.39%
9,937 $491,000
Q2 2020

Jul 31, 2020

BUY
$42.12 - $49.85 $18,785 - $22,233
446 Added 8.28%
5,832 $261,000
Q1 2020

May 01, 2020

BUY
$37.56 - $60.13 $3,192 - $5,111
85 Added 1.6%
5,386 $238,000
Q4 2019

Jan 31, 2020

SELL
$51.71 - $55.35 $42,453 - $45,442
-821 Reduced 13.41%
5,301 $293,000
Q3 2019

Nov 06, 2019

BUY
$51.22 - $55.77 $22,280 - $24,259
435 Added 7.65%
6,122 $333,000
Q2 2019

Aug 07, 2019

SELL
$46.18 - $51.92 $5,033 - $5,659
-109 Reduced 1.88%
5,687 $290,000
Q1 2019

May 10, 2019

SELL
$44.69 - $49.79 $7,239 - $8,065
-162 Reduced 2.72%
5,796 $272,000
Q4 2018

Feb 07, 2019

BUY
$44.64 - $50.51 $33,926 - $38,387
760 Added 14.62%
5,958 $282,000
Q3 2018

Nov 02, 2018

BUY
$43.75 - $46.73 $17,500 - $18,692
400 Added 8.34%
5,198 $240,000
Q2 2018

Aug 07, 2018

BUY
$41.55 - $44.88 $4,321 - $4,667
104 Added 2.22%
4,798 $210,000
Q1 2018

May 07, 2018

SELL
$42.33 - $48.53 $5,164 - $5,920
-122 Reduced 2.53%
4,694 $204,000
Q4 2017

Feb 09, 2018

BUY
$44.8 - $47.43 $215,756 - $228,422
4,816
4,816 $221,000

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 $270B
  • 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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