A detailed history of Heron Financial Group, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Heron Financial Group, LLC holds 5,121 shares of KO stock, worth $319,806. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,121
Previous 4,969 3.06%
Holding current value
$319,806
Previous $308,000 -0.0%
% of portfolio
0.17%
Previous 0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

BUY
$59.66 - $64.3 $9,068 - $9,773
152 Added 3.06%
5,121 $308,000
Q1 2023

Apr 19, 2023

BUY
$58.86 - $63.4 $15,892 - $17,118
270 Added 5.75%
4,969 $308,000
Q2 2022

Jul 29, 2022

SELL
$59.07 - $66.21 $82,698 - $92,693
-1,400 Reduced 22.95%
4,699 $296,000
Q1 2022

May 12, 2022

BUY
$57.88 - $62.85 $81,032 - $87,990
1,400 Added 29.79%
6,099 $378,000
Q4 2021

Feb 04, 2022

SELL
$52.3 - $59.21 $2,092 - $2,368
-40 Reduced 0.84%
4,699 $285,000
Q3 2021

Nov 04, 2021

BUY
$52.47 - $57.48 $5,509 - $6,035
105 Added 2.27%
4,739 $249,000
Q1 2021

Apr 14, 2021

SELL
$48.15 - $53.85 $21,330 - $23,855
-443 Reduced 8.73%
4,634 $243,000
Q4 2020

Feb 16, 2021

SELL
$47.96 - $54.84 $5,995 - $6,855
-125 Reduced 2.4%
5,077 $254,000
Q3 2020

Oct 15, 2020

BUY
$43.91 - $51.19 $14,402 - $16,790
328 Added 6.73%
5,202 $257,000
Q2 2020

Jul 20, 2020

BUY
$42.12 - $49.85 $16,848 - $19,940
400 Added 8.94%
4,874 $220,000
Q4 2019

Feb 14, 2020

BUY
$51.71 - $55.35 $231,350 - $247,635
4,474 New
4,474 $267,000

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 $270B
  • 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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