A detailed history of Wealth Plan Investment Management, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 5,106 shares of KO stock, worth $352,365. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,106
Previous 5,074 0.63%
Holding current value
$352,365
Previous $310,000 4.52%
% of portfolio
0.05%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$58.06 - $64.15 $1,857 - $2,052
32 Added 0.63%
5,106 $324,000
Q4 2023

Jan 05, 2024

BUY
$52.38 - $59.93 $265,776 - $304,084
5,074 New
5,074 $299,000
Q3 2023

Nov 09, 2023

BUY
$55.81 - $63.05 $373,982 - $422,498
6,701 Added 12643.4%
6,754 $378,000
Q2 2023

Aug 14, 2023

SELL
$59.66 - $64.3 $368,102 - $396,731
-6,170 Reduced 99.15%
53 $3,000
Q2 2023

Jul 25, 2023

BUY
$59.66 - $64.3 $228,378 - $246,140
3,828 Added 159.83%
6,223 $374,000
Q1 2023

May 08, 2023

SELL
$58.86 - $63.4 $522,676 - $562,992
-8,880 Reduced 78.76%
2,395 $148,000
Q4 2022

Feb 15, 2023

BUY
$54.39 - $64.37 $116,013 - $137,301
2,133 Added 23.33%
11,275 $717,000
Q3 2022

Dec 12, 2022

SELL
$56.02 - $65.22 $42,575 - $49,567
-760 Reduced 7.68%
9,142 $581,000
Q1 2022

Sep 07, 2022

BUY
$57.88 - $62.85 $573,127 - $622,340
9,902 New
9,902 $640,000

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 $298B
  • 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 Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment 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 Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.