A detailed history of Bsw Wealth Partners transactions in Coca Cola CO stock. As of the latest transaction made, Bsw Wealth Partners holds 29,399 shares of KO stock, worth $1.81 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
29,399
Previous 29,310 0.3%
Holding current value
$1.81 Million
Previous $1.87 Million 13.24%
% of portfolio
0.32%
Previous 0.31%

Shares

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

Oct 29, 2024

BUY
$62.69 - $73.01 $5,579 - $6,497
89 Added 0.3%
29,399 $2.11 Million
Q2 2024

Jul 16, 2024

SELL
$58.06 - $64.15 $115,249 - $127,337
-1,985 Reduced 6.34%
29,310 $1.87 Million
Q1 2024

Apr 23, 2024

BUY
$58.91 - $61.24 $55,316 - $57,504
939 Added 3.09%
31,295 $1.91 Million
Q4 2023

Jan 25, 2024

SELL
$52.38 - $59.93 $24,094 - $27,567
-460 Reduced 1.49%
30,356 $1.79 Million
Q3 2023

Oct 27, 2023

SELL
$55.81 - $63.05 $12,557 - $14,186
-225 Reduced 0.72%
30,816 $1.73 Million
Q2 2023

Aug 11, 2023

SELL
$59.66 - $64.3 $23,386 - $25,205
-392 Reduced 1.25%
31,041 $1.87 Million
Q1 2023

May 15, 2023

BUY
$58.86 - $63.4 $6,886 - $7,417
117 Added 0.37%
31,433 $1.95 Million
Q4 2022

Feb 13, 2023

SELL
$54.39 - $64.37 $55,369 - $65,528
-1,018 Reduced 3.15%
31,316 $1.99 Million
Q3 2022

Nov 14, 2022

SELL
$56.02 - $65.22 $136,352 - $158,745
-2,434 Reduced 7.0%
32,334 $1.81 Million
Q2 2022

Aug 15, 2022

BUY
$59.07 - $66.21 $3,544 - $3,972
60 Added 0.17%
34,768 $2.19 Million
Q1 2022

May 16, 2022

SELL
$57.88 - $62.85 $3,993 - $4,336
-69 Reduced 0.2%
34,708 $2.15 Million
Q4 2021

Feb 14, 2022

SELL
$52.3 - $59.21 $292,200 - $330,806
-5,587 Reduced 13.84%
34,777 $2.06 Million
Q3 2021

Nov 15, 2021

SELL
$52.47 - $57.48 $52,889 - $57,939
-1,008 Reduced 2.44%
40,364 $2.12 Million
Q2 2021

Aug 16, 2021

BUY
$52.51 - $56.24 $52,930 - $56,689
1,008 Added 2.5%
41,372 $2.24 Million
Q1 2021

May 17, 2021

SELL
$48.15 - $53.85 $191,781 - $214,484
-3,983 Reduced 8.98%
40,364 $2.13 Million
Q4 2020

Feb 16, 2021

SELL
$47.96 - $54.84 $6,954 - $7,951
-145 Reduced 0.33%
44,347 $2.43 Million
Q3 2020

Nov 13, 2020

SELL
$43.91 - $51.19 $23,843 - $27,796
-543 Reduced 1.21%
44,492 $2.2 Million
Q2 2020

Aug 13, 2020

SELL
$42.12 - $49.85 $10,445 - $12,362
-248 Reduced 0.55%
45,035 $2.01 Million
Q1 2020

May 14, 2020

BUY
$37.56 - $60.13 $576,170 - $922,394
15,340 Added 51.23%
45,283 $2 Million
Q4 2019

Feb 18, 2020

SELL
$51.71 - $55.35 $51,916 - $55,571
-1,004 Reduced 3.24%
29,943 $1.66 Million
Q3 2019

Nov 12, 2019

BUY
$51.22 - $55.77 $19,668 - $21,415
384 Added 1.26%
30,947 $1.69 Million
Q2 2019

Aug 13, 2019

SELL
$46.18 - $51.92 $9,236 - $10,384
-200 Reduced 0.65%
30,563 $1.56 Million
Q1 2019

May 14, 2019

SELL
$44.69 - $49.79 $101,669 - $113,272
-2,275 Reduced 6.89%
30,763 $1.44 Million
Q4 2018

Feb 13, 2019

SELL
$44.64 - $50.51 $98,208 - $111,122
-2,200 Reduced 6.24%
33,038 $1.56 Million
Q3 2018

Nov 09, 2018

BUY
$43.75 - $46.73 $215,337 - $230,005
4,922 Added 16.24%
35,238 $1.63 Million
Q2 2018

Aug 07, 2018

BUY
$41.55 - $44.88 $26,425 - $28,543
636 Added 2.14%
30,316 $1.33 Million
Q1 2018

May 10, 2018

SELL
$42.33 - $48.53 $3,809 - $4,367
-90 Reduced 0.3%
29,680 $1.29 Million
Q4 2017

Feb 08, 2018

BUY
$44.8 - $47.43 $19,846 - $21,011
443 Added 1.51%
29,770 $1.37 Million
Q3 2017

Nov 03, 2017

BUY
$44.64 - $46.87 $1.31 Million - $1.37 Million
29,327
29,327 $1.32 Million

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 $267B
  • 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 Bsw Wealth Partners Portfolio

Follow Bsw Wealth Partners 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 Bsw Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Bsw Wealth Partners with notifications on news.