Capstone Financial Advisors, Inc. Coca Cola CO Transaction History

Capstone Financial Advisors, Inc.

  • $1.62 Billion
  • Q3 2024

A detailed history of Capstone Financial Advisors, Inc. transactions in Coca Cola CO stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 17,022 shares of KO stock, worth $1.07 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
17,022
Previous 16,968 0.32%
Holding current value
$1.07 Million
Previous $1.08 Million 13.24%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 14, 2024
BUY
$62.69 - $73.01 $3,385 - $3,942
54 Added 0.32%
17,022 $1.22 Million
Q2 2024

Aug 13, 2024
BUY
$58.06 - $64.15 $1,161 - $1,283
20 Added 0.12%
16,968 $1.08 Million
Q1 2024

May 14, 2024
BUY
$58.91 - $61.24 $2,238 - $2,327
38 Added 0.22%
16,948 $1.04 Million
Q4 2023

Feb 13, 2024
SELL
$52.38 - $59.93 $11,052 - $12,645
-211 Reduced 1.23%
16,910 $996,000
Q3 2023

Nov 13, 2023
BUY
$55.81 - $63.05 $6,418 - $7,250
115 Added 0.68%
17,121 $958,000
Q2 2023

Aug 14, 2023
SELL
$59.66 - $64.3 $26,489 - $28,549
-444 Reduced 2.54%
17,006 $1.02 Million
Q1 2023

May 12, 2023
BUY
$58.86 - $63.4 $1,824 - $1,965
31 Added 0.18%
17,450 $1.08 Million
Q4 2022

Feb 15, 2023
BUY
$54.39 - $64.37 $1,142 - $1,351
21 Added 0.12%
17,419 $1.11 Million
Q3 2022

Nov 14, 2022
BUY
$56.02 - $65.22 $23,304 - $27,131
416 Added 2.45%
17,398 $975,000
Q2 2022

Sep 02, 2022
BUY
$59.07 - $66.21 $886 - $993
15 Added 0.09%
16,982 $1.07 Million
Q1 2022

May 13, 2022
BUY
$57.88 - $62.85 $14,470 - $15,712
250 Added 1.5%
16,967 $1.05 Million
Q4 2021

Feb 11, 2022
BUY
$52.3 - $59.21 $52 - $59
1 Added 0.01%
16,717 $990,000
Q3 2021

Nov 15, 2021
BUY
$52.47 - $57.48 $52 - $57
1 Added 0.01%
16,716 $877,000
Q2 2021

Aug 16, 2021
BUY
$52.51 - $56.24 $82,860 - $88,746
1,578 Added 10.42%
16,715 $904,000
Q1 2021

May 13, 2021
SELL
$48.15 - $53.85 $26,001 - $29,079
-540 Reduced 3.44%
15,137 $798,000
Q4 2020

Feb 16, 2021
BUY
$47.96 - $54.84 $48,007 - $54,894
1,001 Added 6.82%
15,677 $860,000
Q3 2020

Nov 13, 2020
BUY
$43.91 - $51.19 $2,195 - $2,559
50 Added 0.34%
14,676 $725,000
Q2 2020

Aug 14, 2020
BUY
$42.12 - $49.85 $42 - $49
1 Added 0.01%
14,626 $653,000
Q1 2020

May 14, 2020
BUY
$37.56 - $60.13 $549,315 - $879,401
14,625 New
14,625 $647,000

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

KO Quotes by TradingView
  • Ticker KO
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Beverages—Non-Alcoholic
  • Shares Outstandng 4,324,510,208
  • Market Cap $271B
  • 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 Capstone Financial Advisors, Inc. Portfolio

Follow Capstone Financial Advisors, Inc. 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 Capstone Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capstone Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email