A detailed history of Wealthsource Partners, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Wealthsource Partners, LLC holds 14,817 shares of KO stock, worth $928,877. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,817
Previous 15,048 1.54%
Holding current value
$928,877
Previous $842,000 3.68%
% of portfolio
0.06%
Previous 0.06%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

SELL
$52.38 - $59.93 $12,099 - $13,843
-231 Reduced 1.54%
14,817 $873,000
Q3 2023

Nov 09, 2023

SELL
$55.81 - $63.05 $47,717 - $53,907
-855 Reduced 5.38%
15,048 $842,000
Q2 2023

Aug 14, 2023

SELL
$59.66 - $64.3 $14,079 - $15,174
-236 Reduced 1.46%
15,903 $957,000
Q1 2023

May 15, 2023

SELL
$58.86 - $63.4 $65,511 - $70,564
-1,113 Reduced 6.45%
16,139 $1 Million
Q4 2022

Feb 09, 2023

SELL
$54.39 - $64.37 $10,279 - $12,165
-189 Reduced 1.08%
17,252 $1.1 Million
Q3 2022

Nov 14, 2022

SELL
$56.02 - $65.22 $210,075 - $244,575
-3,750 Reduced 17.7%
17,441 $977,000
Q2 2022

Aug 10, 2022

SELL
$59.07 - $66.21 $132,257 - $148,244
-2,239 Reduced 9.56%
21,191 $1.33 Million
Q1 2022

May 09, 2022

BUY
$57.88 - $62.85 $38,374 - $41,669
663 Added 2.91%
23,430 $1.45 Million
Q4 2021

Feb 14, 2022

BUY
$52.3 - $59.21 $45,605 - $51,631
872 Added 3.98%
22,767 $1.35 Million
Q3 2021

Nov 18, 2021

BUY
$52.47 - $57.48 $122,360 - $134,043
2,332 Added 11.92%
21,895 $1.15 Million
Q2 2021

Nov 18, 2021

BUY
$52.51 - $56.24 $60,754 - $65,069
1,157 Added 6.29%
19,563 $1.06 Million
Q1 2021

Jun 21, 2021

BUY
$48.15 - $53.85 $160,772 - $179,805
3,339 Added 22.16%
18,406 $970,000
Q4 2020

Feb 12, 2021

SELL
$47.96 - $54.84 $25,850 - $29,558
-539 Reduced 3.45%
15,067 $826,000
Q3 2020

Nov 16, 2020

SELL
$43.91 - $51.19 $21,779 - $25,390
-496 Reduced 3.08%
15,606 $770,000
Q2 2020

Aug 17, 2020

SELL
$42.12 - $49.85 $16,384 - $19,391
-389 Reduced 2.36%
16,102 $719,000
Q1 2020

May 12, 2020

BUY
$37.56 - $60.13 $41,879 - $67,044
1,115 Added 7.25%
16,491 $730,000
Q4 2019

Feb 12, 2020

SELL
$51.71 - $55.35 $8,480 - $9,077
-164 Reduced 1.06%
15,376 $851,000
Q3 2019

Nov 15, 2019

BUY
$51.22 - $55.77 $67,764 - $73,783
1,323 Added 9.31%
15,540 $846,000
Q2 2019

Aug 09, 2019

BUY
$46.18 - $51.92 $90,143 - $101,347
1,952 Added 15.92%
14,217 $724,000
Q1 2019

May 16, 2019

BUY
$44.69 - $49.79 $76,464 - $85,190
1,711 Added 16.21%
12,265 $575,000
Q4 2018

Feb 06, 2019

BUY
$44.64 - $50.51 $44,729 - $50,611
1,002 Added 10.49%
10,554 $500,000
Q3 2018

Nov 13, 2018

SELL
$43.75 - $46.73 $87,237 - $93,179
-1,994 Reduced 17.27%
9,552 $441,000
Q2 2018

Aug 14, 2018

BUY
$41.55 - $44.88 $16,038 - $17,323
386 Added 3.46%
11,546 $506,000
Q1 2018

Apr 16, 2018

SELL
$42.33 - $48.53 $277,430 - $318,065
-6,554 Reduced 37.0%
11,160 $485,000
Q1 2018

Apr 16, 2018

SELL
$42.33 - $48.53 $24,297 - $27,856
-574 Reduced 3.14%
17,714 $752,000
Q4 2017

Feb 16, 2018

BUY
$44.8 - $47.43 $25,132 - $26,608
561 Added 3.16%
18,288 $839,000
Q3 2017

Nov 20, 2017

BUY
$44.64 - $46.87 $3,526 - $3,702
79 Added 0.45%
17,727 $798,000
Q2 2017

Aug 16, 2017

BUY
N/A
17,648
17,648 $792,000

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 $271B
  • 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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