A detailed history of Wall Street Access Asset Management, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Wall Street Access Asset Management, LLC holds 9,277 shares of KO stock, worth $572,761. This represents 0.26% of its overall portfolio holdings.

Number of Shares
9,277
Previous 8,777 5.7%
Holding current value
$572,761
Previous $558,000 19.35%
% of portfolio
0.26%
Previous 0.23%

Shares

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

Nov 08, 2024

BUY
$62.69 - $73.01 $31,345 - $36,505
500 Added 5.7%
9,277 $666,000
Q2 2024

Jul 29, 2024

SELL
$58.06 - $64.15 $186,372 - $205,921
-3,210 Reduced 26.78%
8,777 $558,000
Q1 2024

May 09, 2024

BUY
$58.91 - $61.24 $162,002 - $168,410
2,750 Added 29.77%
11,987 $733,000
Q4 2023

Feb 13, 2024

BUY
$52.38 - $59.93 $157,140 - $179,790
3,000 Added 17.4%
20,237 $1.19 Million
Q3 2023

Nov 06, 2023

SELL
$55.81 - $63.05 $167,430 - $189,150
-3,000 Reduced 14.82%
17,237 $964,000
Q2 2023

Apr 25, 2024

BUY
$59.66 - $64.3 $119,320 - $128,600
2,000 Added 27.64%
9,237 $556,000
Q2 2023

Aug 10, 2023

BUY
$59.66 - $64.3 $119,320 - $128,600
2,000 Added 10.97%
20,237 $1.22 Million
Q4 2022

Apr 25, 2024

SELL
$54.39 - $64.37 $707,070 - $836,810
-13,000 Reduced 64.24%
7,237 $460,000
Q1 2020

May 14, 2020

SELL
$37.56 - $60.13 $162,634 - $260,362
-4,330 Reduced 19.19%
18,237 $806,000
Q4 2019

Feb 14, 2020

BUY
$51.71 - $55.35 $798,040 - $854,216
15,433 Added 216.33%
22,567 $1.25 Million
Q2 2019

Aug 13, 2019

BUY
$46.18 - $51.92 $6,927 - $7,788
150 Added 2.15%
7,134 $363,000
Q1 2018

May 15, 2018

BUY
$42.33 - $48.53 $295,632 - $338,933
6,984 New
6,984 $303,000

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
Track This Portfolio

Track Wall Street Access Asset Management, LLC Portfolio

Follow Wall Street Access Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wall Street Access Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wall Street Access Asset Management, LLC with notifications on news.