A detailed history of Balboa Wealth Partners transactions in Coca Cola CO stock. As of the latest transaction made, Balboa Wealth Partners holds 5,658 shares of KO stock, worth $355,548. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,658
Previous 5,538 2.17%
Holding current value
$355,548
Previous $352,000 15.34%
% of portfolio
0.1%
Previous 0.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$62.69 - $73.01 $7,522 - $8,761
120 Added 2.17%
5,658 $406,000
Q2 2024

Aug 13, 2024

BUY
$58.06 - $64.15 $117,571 - $129,903
2,025 Added 57.64%
5,538 $352,000
Q1 2024

May 13, 2024

SELL
$58.91 - $61.24 $53,902 - $56,034
-915 Reduced 20.66%
3,513 $214,000
Q4 2023

Feb 09, 2024

SELL
$52.38 - $59.93 $7,385 - $8,450
-141 Reduced 3.09%
4,428 $260,000
Q3 2023

Oct 23, 2023

BUY
$55.81 - $63.05 $334 - $378
6 Added 0.13%
4,569 $255,000
Q2 2023

Aug 08, 2023

SELL
$59.66 - $64.3 $58,526 - $63,078
-981 Reduced 17.69%
4,563 $274,000
Q1 2023

May 11, 2023

BUY
$58.86 - $63.4 $51,208 - $55,158
870 Added 18.61%
5,544 $343,000
Q4 2022

Feb 14, 2023

BUY
$54.39 - $64.37 $217 - $257
4 Added 0.09%
4,674 $297,000
Q3 2022

Jan 04, 2023

BUY
$56.02 - $65.22 $261,613 - $304,577
4,670 New
4,670 $262,000

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
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