Halpern Financial, Inc. Coca Cola CO Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Coca Cola CO stock. As of the latest transaction made, Halpern Financial, Inc. holds 1,434 shares of KO stock, worth $89,725. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,434

Previous 1,397 2.65%

Holding current value

$89,725

Previous $88.9 Million 14.52%

% of portfolio

0.03%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$62.69 - $73.01 $2,319 - $2,701	37 Added 2.65%	1,434 $102 Million
Q2 2024 Jul 08, 2024	BUY	$58.06 - $64.15 $5,631 - $6,222	97 Added 7.46%	1,397 $88.9 Million
Q3 2023 Oct 10, 2023	SELL	$55.81 - $63.05 $11,162 - $12,610	-200 Reduced 13.33%	1,300 $72.8 Million
Q2 2023 Sep 21, 2023	SELL	$59.66 - $64.3 $2,147 - $2,314	-36 Reduced 2.34%	1,500 $90.3 Million
Q1 2023 Sep 21, 2023	SELL	$58.86 - $63.4 $2,884 - $3,106	-49 Reduced 3.09%	1,536 $95.3 Million
Q3 2022 Sep 21, 2023	BUY	$56.02 - $65.22 $2,632 - $3,065	47 Added 3.06%	1,585 $88.8 Million
Q2 2022 Sep 21, 2023	SELL	$59.07 - $66.21 $1,772 - $1,986	-30 Reduced 1.91%	1,538 $96.8 Million
Q1 2022 Sep 21, 2023	SELL	$57.88 - $62.85 $16,843 - $18,289	-291 Reduced 15.65%	1,568 $97.2 Million
Q4 2021 Sep 21, 2023	BUY	$52.3 - $59.21 $1,569 - $1,776	30 Added 1.64%	1,859 $110 Million
Q3 2021 Sep 21, 2023	SELL	$52.47 - $57.48 $32,111 - $35,177	-612 Reduced 25.07%	1,829 $96 Million
Q2 2021 Sep 21, 2023	BUY	$52.51 - $56.24 $123,608 - $132,388	2,354 Added 2705.75%	2,441 $132 Million
Q1 2021 Sep 21, 2023	BUY	$48.15 - $53.85 $4,092 - $4,577	85 Added 4250.0%	87 $4.6 Million
Q4 2020 Sep 21, 2023	SELL	$47.96 - $54.84 $47 - $54	-1 Reduced 33.33%	2 $120,000
Q3 2020 Sep 21, 2023	SELL	$43.91 - $51.19 $7,552 - $8,804	-172 Reduced 98.29%	3 $156,000
Q2 2020 Sep 21, 2023	BUY	$42.12 - $49.85 $7,286 - $8,624	173 Added 8650.0%	175 $7.83 Million
Q4 2019 Sep 21, 2023	BUY	$51.71 - $55.35 $103 - $110	2 New	2 $117,000

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

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...

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Halpern Financial, Inc. Coca Cola CO Transaction History