A detailed history of Cap Wealth Advisors, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Cap Wealth Advisors, LLC holds 184,738 shares of KO stock, worth $11.6 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
184,738
Previous 183,566 0.64%
Holding current value
$11.6 Million
Previous $11.7 Million 13.63%
% of portfolio
1.47%
Previous 1.5%

Shares

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

Oct 31, 2024

BUY
$62.69 - $73.01 $73,472 - $85,567
1,172 Added 0.64%
184,738 $13.3 Million
Q2 2024

Aug 05, 2024

SELL
$58.06 - $64.15 $68,801 - $76,017
-1,185 Reduced 0.64%
183,566 $11.7 Million
Q1 2024

May 03, 2024

SELL
$58.91 - $61.24 $100,736 - $104,720
-1,710 Reduced 0.92%
184,751 $11.3 Million
Q4 2023

Jan 31, 2024

SELL
$52.38 - $59.93 $24,723 - $28,286
-472 Reduced 0.25%
186,461 $11 Million
Q3 2023

Nov 01, 2023

BUY
$55.81 - $63.05 $184,731 - $208,695
3,310 Added 1.8%
186,933 $10.5 Million
Q2 2023

Aug 07, 2023

BUY
$59.66 - $64.3 $4,593 - $4,951
77 Added 0.04%
183,623 $11.1 Million
Q1 2023

May 02, 2023

SELL
$58.86 - $63.4 $13,714 - $14,772
-233 Reduced 0.13%
183,546 $11.4 Million
Q4 2022

Feb 01, 2023

BUY
$54.39 - $64.37 $59,230 - $70,098
1,089 Added 0.6%
183,779 $11.7 Million
Q3 2022

Nov 02, 2022

BUY
$56.02 - $65.22 $291,023 - $338,817
5,195 Added 2.93%
182,690 $10.2 Million
Q2 2022

Aug 05, 2022

BUY
$59.07 - $66.21 $123,928 - $138,908
2,098 Added 1.2%
177,495 $11.2 Million
Q1 2022

May 02, 2022

BUY
$57.88 - $62.85 $49,024 - $53,233
847 Added 0.49%
175,397 $10.9 Million
Q4 2021

Feb 10, 2022

BUY
$52.3 - $59.21 $180,696 - $204,570
3,455 Added 2.02%
174,550 $10.3 Million
Q3 2021

Nov 09, 2021

BUY
$52.47 - $57.48 $18,889 - $20,692
360 Added 0.21%
171,095 $8.98 Million
Q2 2021

Aug 10, 2021

BUY
$52.51 - $56.24 $841,735 - $901,527
16,030 Added 10.36%
170,735 $9.24 Million
Q1 2021

May 03, 2021

BUY
$48.15 - $53.85 $198,618 - $222,131
4,125 Added 2.74%
154,705 $8.16 Million
Q4 2020

Feb 02, 2021

BUY
$47.96 - $54.84 $360,659 - $412,396
7,520 Added 5.26%
150,580 $8.26 Million
Q3 2020

Nov 12, 2020

BUY
$43.91 - $51.19 $3.48 Million - $4.05 Million
79,195 Added 124.0%
143,060 $7.06 Million
Q2 2020

Aug 12, 2020

BUY
$42.12 - $49.85 $842 - $997
20 Added 0.03%
63,865 $2.85 Million
Q1 2020

May 08, 2020

BUY
$37.56 - $60.13 $1.51 Million - $2.41 Million
40,115 Added 169.05%
63,845 $2.83 Million
Q1 2020

May 08, 2020

SELL
$37.56 - $60.13 $52,696 - $84,362
-1,403 Reduced 5.58%
23,730 $1.05 Million
Q3 2019

Oct 29, 2019

BUY
$51.22 - $55.77 $71,861 - $78,245
1,403 Added 5.91%
25,133 $1.37 Million
Q2 2019

Aug 13, 2019

SELL
$46.18 - $51.92 $11,545 - $12,980
-250 Reduced 1.04%
23,730 $1.21 Million
Q1 2019

May 15, 2019

SELL
$44.69 - $49.79 $26,858 - $29,923
-601 Reduced 2.44%
23,980 $1.12 Million
Q3 2018

Nov 14, 2018

SELL
$43.75 - $46.73 $57,968 - $61,917
-1,325 Reduced 5.11%
24,581 $1.14 Million
Q2 2018

Aug 15, 2018

SELL
$41.55 - $44.88 $11,467 - $12,386
-276 Reduced 1.05%
25,906 $1.14 Million
Q1 2018

May 14, 2018

SELL
$42.33 - $48.53 $13,757 - $15,772
-325 Reduced 1.23%
26,182 $1.14 Million
Q4 2017

Feb 15, 2018

BUY
$44.8 - $47.43 $61,555 - $65,168
1,374 Added 5.47%
26,507 $1.22 Million
Q3 2017

Nov 13, 2017

SELL
$44.64 - $46.87 $30,756 - $32,293
-689 Reduced 2.67%
25,133 $1.13 Million
Q2 2017

Aug 14, 2017

BUY
N/A
25,822
25,822 $1.16 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 $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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