A detailed history of Wells Trecaso Financial Group, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 3,436 shares of KO stock, worth $230,383. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,436
Holding current value
$230,383
% of portfolio
0.07%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

BUY
$58.91 - $61.24 $202,414 - $210,420
3,436 New
3,436 $210,000
Q1 2023

Apr 20, 2023

SELL
$58.86 - $63.4 $8,829 - $9,510
-150 Reduced 2.98%
4,876 $302,000
Q4 2022

Jan 27, 2023

SELL
$54.39 - $64.37 $7,342 - $8,689
-135 Reduced 2.62%
5,026 $0
Q3 2022

Oct 24, 2022

SELL
$56.02 - $65.22 $5,602 - $6,522
-100 Reduced 1.9%
5,161 $289,000
Q2 2022

Jul 27, 2022

BUY
$59.07 - $66.21 $590 - $662
10 Added 0.19%
5,261 $331,000
Q1 2022

Apr 14, 2022

BUY
$57.88 - $62.85 $2,315 - $2,514
40 Added 0.77%
5,251 $326,000
Q4 2021

Jan 31, 2022

BUY
$52.3 - $59.21 $16,945 - $19,184
324 Added 6.63%
5,211 $309,000
Q2 2021

Jul 29, 2021

BUY
$52.51 - $56.24 $8,664 - $9,279
165 Added 3.49%
4,887 $264,000
Q1 2021

Apr 19, 2021

BUY
$48.15 - $53.85 $481 - $538
10 Added 0.21%
4,722 $249,000
Q4 2020

Feb 04, 2021

BUY
$47.96 - $54.84 $13,668 - $15,629
285 Added 6.44%
4,712 $258,000
Q3 2020

Oct 26, 2020

BUY
$43.91 - $51.19 $20,330 - $23,700
463 Added 11.68%
4,427 $219,000
Q2 2020

Jul 21, 2020

BUY
$42.12 - $49.85 $166,963 - $197,605
3,964 New
3,964 $177,000
Q1 2020

Apr 17, 2020

SELL
$37.56 - $60.13 $173,189 - $277,259
-4,611 Closed
0 $0
Q4 2019

Jan 31, 2020

SELL
$51.71 - $55.35 $1,241 - $1,328
-24 Reduced 0.52%
4,611 $256,000
Q3 2019

Oct 16, 2019

SELL
$51.22 - $55.77 $8,143 - $8,867
-159 Reduced 3.32%
4,635 $253,000
Q2 2019

Jul 22, 2019

SELL
$46.18 - $51.92 $5,680 - $6,386
-123 Reduced 2.5%
4,794 $244,000
Q1 2019

Apr 18, 2019

BUY
$44.69 - $49.79 $5,184 - $5,775
116 Added 2.42%
4,917 $230,000
Q4 2018

Jan 28, 2019

BUY
$44.64 - $50.51 $3,972 - $4,495
89 Added 1.89%
4,801 $228,000
Q3 2018

Oct 22, 2018

BUY
$43.75 - $46.73 $206,150 - $220,191
4,712 New
4,712 $217,000

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 $290B
  • 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 Wells Trecaso Financial Group, LLC Portfolio

Follow Wells Trecaso Financial Group, 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 Wells Trecaso Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wells Trecaso Financial Group, LLC with notifications on news.