A detailed history of Wescott Financial Advisory Group, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 6,177 shares of KO stock, worth $431,772. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,177
Previous 6,132 0.73%
Holding current value
$431,772
Previous $375,000 4.8%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Aug 14, 2024

BUY
$58.06 - $64.15 $2,612 - $2,886
45 Added 0.73%
6,177 $393,000
Q1 2024

May 13, 2024

SELL
$58.91 - $61.24 $7,776 - $8,083
-132 Reduced 2.11%
6,132 $375,000
Q2 2023

Aug 11, 2023

SELL
$59.66 - $64.3 $18,196 - $19,611
-305 Reduced 4.64%
6,264 $377,000
Q1 2023

May 10, 2023

BUY
$58.86 - $63.4 $26,310 - $28,339
447 Added 7.3%
6,569 $407,000
Q4 2022

Feb 06, 2023

BUY
$54.39 - $64.37 $2,610 - $3,089
48 Added 0.79%
6,122 $389,000
Q3 2022

Nov 14, 2022

BUY
$56.02 - $65.22 $2,801 - $3,261
50 Added 0.83%
6,074 $340,000
Q2 2022

Jul 28, 2022

SELL
$59.07 - $66.21 $767 - $860
-13 Reduced 0.22%
6,024 $379,000
Q1 2022

May 16, 2022

BUY
$57.88 - $62.85 $3,472 - $3,771
60 Added 1.0%
6,037 $374,000
Q4 2021

Jan 31, 2022

SELL
$52.3 - $59.21 $19,246 - $21,789
-368 Reduced 5.8%
5,977 $354,000
Q3 2021

Oct 29, 2021

BUY
$52.47 - $57.48 $9,916 - $10,863
189 Added 3.07%
6,345 $333,000
Q2 2021

Aug 10, 2021

BUY
$52.51 - $56.24 $6,458 - $6,917
123 Added 2.04%
6,156 $349,000
Q1 2021

Jun 25, 2021

BUY
$48.15 - $53.85 $3,996 - $4,469
83 Added 1.39%
6,033 $318,000
Q4 2020

Jun 25, 2021

BUY
$47.96 - $54.84 $285,362 - $326,298
5,950 New
5,950 $326,000

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 $302B
  • 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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