York Bridge Wealth Partners, LLC Coca Cola CO Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Coca Cola CO stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 36,974 shares of KO stock, worth $2.32 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

36,974

Previous 36,513 1.26%

Holding current value

$2.32 Million

Previous $2.05 Million 15.01%

% of portfolio

0.6%

Previous 0.53%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	BUY	$54.39 - $64.37 $25,073 - $29,674	461 Added 1.26%	36,974 $0
Q3 2022 Oct 18, 2022	BUY	$56.02 - $65.22 $47,785 - $55,632	853 Added 2.39%	36,513 $2.05 Million
Q2 2022 Jul 15, 2022	SELL	$59.07 - $66.21 $7,679 - $8,607	-130 Reduced 0.36%	35,660 $2.24 Million
Q1 2022 Apr 15, 2022	SELL	$57.88 - $62.85 $24,888 - $27,025	-430 Reduced 1.19%	35,790 $2.22 Million
Q4 2021 Jan 19, 2022	BUY	$52.3 - $59.21 $80,803 - $91,479	1,545 Added 4.46%	36,220 $2.15 Million
Q3 2021 Oct 22, 2021	BUY	$52.47 - $57.48 $108,455 - $118,811	2,067 Added 6.34%	34,675 $1.82 Million
Q2 2021 Jul 22, 2021	BUY	$52.51 - $56.24 $59,808 - $64,057	1,139 Added 3.62%	32,608 $1.76 Million
Q1 2021 Apr 15, 2021	BUY	$48.15 - $53.85 $140,694 - $157,349	2,922 Added 10.24%	31,469 $1.66 Million
Q4 2020 Jan 19, 2021	SELL	$47.96 - $54.84 $21,390 - $24,458	-446 Reduced 1.54%	28,547 $1.57 Million
Q3 2020 Oct 19, 2020	BUY	$43.91 - $51.19 $44,173 - $51,497	1,006 Added 3.59%	28,993 $1.43 Million
Q2 2020 Jul 20, 2020	SELL	$42.12 - $49.85 $9,055 - $10,717	-215 Reduced 0.76%	27,987 $1.25 Million
Q1 2020 Apr 16, 2020	BUY	$37.56 - $60.13 $27,080 - $43,353	721 Added 2.62%	28,202 $1.25 Million
Q4 2019 Jan 17, 2020	BUY	$51.71 - $55.35 $44,160 - $47,268	854 Added 3.21%	27,481 $1.52 Million
Q3 2019 Oct 21, 2019	SELL	$51.22 - $55.77 $35,239 - $38,369	-688 Reduced 2.52%	26,627 $1.45 Million
Q2 2019 Jul 18, 2019	SELL	$46.18 - $51.92 $62,204 - $69,936	-1,347 Reduced 4.7%	27,315 $1.39 Million
Q1 2019 May 09, 2019	BUY	$44.69 - $49.79 $5,184 - $5,775	116 Added 0.41%	28,662 $1.34 Million
Q4 2018 Feb 14, 2019	BUY	$44.64 - $50.51 $1,696 - $1,919	38 Added 0.13%	28,546 $1.35 Million
Q3 2018 Nov 14, 2018	SELL	$43.75 - $46.73 $27,956 - $29,860	-639 Reduced 2.19%	28,508 $1.32 Million
Q2 2018 Aug 10, 2018	BUY	$41.55 - $44.88 $59,333 - $64,088	1,428 Added 5.15%	29,147 $1.28 Million
Q1 2018 May 15, 2018	BUY	$42.33 - $48.53 $19,810 - $22,712	468 Added 1.72%	27,719 $1.22 Million
Q4 2017 Feb 12, 2018	SELL	$44.8 - $47.43 $136,550 - $144,566	-3,048 Reduced 10.06%	27,251 $1.22 Million
Q3 2017 Oct 27, 2017	SELL	$44.64 - $46.87 $34,104 - $35,808	-764 Reduced 2.46%	30,299 $1.36 Million
Q2 2017 Aug 14, 2017	BUY	N/A	31,063	31,063 $1.39 Million

Others Institutions Holding KO

# of Institutions

3,442

Shares Held

2.99B

Call Options Held

26.8M

Put Options Held

21.5M

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 $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

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York Bridge Wealth Partners, LLC Coca Cola CO Transaction History