Wealth Plan Partners, LLC Coca Cola CO Transaction History

Wealth Plan Partners, LLC

$966 Billion
Q1 2024

A detailed history of Wealth Plan Partners, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 17,267 shares of KO stock, worth $1.1 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

17,267

Previous 6,863 151.6%

Holding current value

$1.1 Million

Previous $404 Million 161.21%

% of portfolio

0.11%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$58.91 - $61.24 $612,899 - $637,140	10,404 Added 151.6%	17,267 $1.06 Billion
Q4 2023 Jan 05, 2024	BUY	$52.38 - $59.93 $5,709 - $6,532	109 Added 1.61%	6,863 $404 Million
Q3 2023 Nov 01, 2023	BUY	$55.81 - $63.05 $11,329 - $12,799	203 Added 3.1%	6,754 $378 Million
Q2 2023 Jul 31, 2023	SELL	$59.66 - $64.3 $52,500 - $56,584	-880 Reduced 11.84%	6,551 $394 Million
Q1 2023 May 10, 2023	SELL	$58.86 - $63.4 $226,257 - $243,709	-3,844 Reduced 34.09%	7,431 $461 Million

Q4 2022 Feb 16, 2023	BUY	$54.39 - $64.37 $74,677 - $88,380	1,373 Added 13.87%	11,275 $672 Million
Q1 2022 May 03, 2022	BUY	$57.88 - $62.85 $3,530 - $3,833	61 Added 0.62%	9,902 $640,000
Q4 2021 Feb 01, 2022	SELL	$52.3 - $59.21 $30,961 - $35,052	-592 Reduced 5.67%	9,841 $600,000
Q3 2021 Dec 09, 2021	SELL	$52.47 - $57.48 $33,213 - $36,384	-633 Reduced 5.72%	10,433 $547,000
Q2 2021 Aug 19, 2021	SELL	$52.51 - $56.24 $315,007 - $337,383	-5,999 Reduced 35.15%	11,066 $628,000
Q1 2021 May 11, 2021	SELL	$48.15 - $53.85 $78,725 - $88,044	-1,635 Reduced 8.74%	17,065 $924,000
Q4 2020 Feb 09, 2021	BUY	$47.96 - $54.84 $382,001 - $436,800	7,965 Added 74.2%	18,700 $917,000
Q3 2020 Dec 18, 2020	SELL	$43.91 - $51.19 $23,404 - $27,284	-533 Reduced 4.73%	10,735 $569,000
Q2 2020 Aug 19, 2020	BUY	$42.12 - $49.85 $38,455 - $45,513	913 Added 8.82%	11,268 $545,000
Q1 2020 May 15, 2020	SELL	$37.56 - $60.13 $47,663 - $76,304	-1,269 Reduced 10.92%	10,355 $453,000
Q4 2019 Feb 14, 2020	BUY	$51.71 - $55.35 $152,906 - $163,669	2,957 Added 34.12%	11,624 $691,000
Q3 2019 Nov 15, 2019	BUY	$51.22 - $55.77 $22,331 - $24,315	436 Added 5.3%	8,667 $454,000
Q2 2019 Aug 19, 2019	SELL	$46.18 - $51.92 $225,496 - $253,525	-4,883 Reduced 37.24%	8,231 $440,000
Q1 2019 May 16, 2019	BUY	$44.69 - $49.79 $7,954 - $8,862	178 Added 1.38%	13,114 $645,000
Q4 2018 Feb 20, 2019	SELL	$44.64 - $50.51 $193,692 - $219,162	-4,339 Reduced 25.12%	12,936 $585,000
Q3 2018 Nov 21, 2018	BUY	$43.75 - $46.73 $1,443 - $1,542	33 Added 0.19%	17,275 $853,000
Q2 2018 Aug 16, 2018	BUY	$41.55 - $44.88 $35,525 - $38,372	855 Added 5.22%	17,242 $756,000
Q1 2018 May 16, 2018	BUY	$42.33 - $48.53 $693,661 - $795,261	16,387 New	16,387 $712,000

Others Institutions Holding KO

# of Institutions

3,207

Shares Held

2.92B

Call Options Held

25M

Put Options Held

21.4M

View Full List

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...

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Wealth Plan Partners, LLC Coca Cola CO Transaction History