A detailed history of Wfa Of San Diego, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 2,900 shares of KO stock, worth $182,236. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,900
Previous 2,900 -0.0%
Holding current value
$182,236
Previous $184,000 13.04%
% of portfolio
0.18%
Previous 0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

SELL
$59.66 - $64.3 $41,762 - $45,010
-700 Reduced 19.44%
2,900 $174,000
Q1 2023

Apr 17, 2023

SELL
$58.86 - $63.4 $15,303 - $16,484
-260 Reduced 6.74%
3,600 $223,000
Q4 2022

Jan 31, 2023

SELL
$54.39 - $64.37 $16,317 - $19,311
-300 Reduced 7.21%
3,860 $245,000
Q3 2022

Oct 18, 2022

BUY
$56.02 - $65.22 $51,594 - $60,067
921 Added 28.43%
4,160 $233,000
Q2 2022

Jul 28, 2022

SELL
$59.07 - $66.21 $23,805 - $26,682
-403 Reduced 11.07%
3,239 $204,000
Q1 2022

Apr 25, 2022

SELL
$57.88 - $62.85 $60,368 - $65,552
-1,043 Reduced 22.26%
3,642 $226,000
Q4 2021

Feb 07, 2022

BUY
$52.3 - $59.21 $51,306 - $58,085
981 Added 26.48%
4,685 $277,000
Q3 2021

Oct 25, 2021

BUY
$52.47 - $57.48 $194,348 - $212,905
3,704 New
3,704 $194,000
Q2 2021

Aug 11, 2021

SELL
$52.51 - $56.24 $205,314 - $219,898
-3,910 Closed
0 $0
Q1 2021

May 14, 2021

SELL
$48.15 - $53.85 $402,100 - $449,701
-8,351 Reduced 68.11%
3,910 $206,000
Q2 2020

Aug 18, 2020

BUY
$42.12 - $49.85 $516,433 - $611,210
12,261 New
12,261 $699,000

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 $272B
  • 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 Wfa Of San Diego, LLC Portfolio

Follow Wfa Of San Diego, 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 Wfa Of San Diego, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wfa Of San Diego, LLC with notifications on news.