A detailed history of Jeppson Wealth Management, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 8,981 shares of KO stock, worth $561,941. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,981
Previous 9,096 1.26%
Holding current value
$561,941
Previous $578,000 11.59%
% of portfolio
0.23%
Previous 0.22%

Shares

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

Nov 04, 2024

SELL
$62.69 - $73.01 $7,209 - $8,396
-115 Reduced 1.26%
8,981 $645,000
Q2 2024

Aug 05, 2024

SELL
$58.06 - $64.15 $16,024 - $17,705
-276 Reduced 2.94%
9,096 $578,000
Q1 2024

Apr 17, 2024

SELL
$58.91 - $61.24 $25,920 - $26,945
-440 Reduced 4.48%
9,372 $573,000
Q4 2023

Jan 11, 2024

BUY
$52.38 - $59.93 $28,023 - $32,062
535 Added 5.77%
9,812 $578,000
Q2 2023

Jul 31, 2023

SELL
$59.66 - $64.3 $24,162 - $26,041
-405 Reduced 4.18%
9,277 $558,000
Q1 2023

Apr 27, 2023

BUY
$58.86 - $63.4 $4,414 - $4,755
75 Added 0.78%
9,682 $600,000
Q3 2022

Oct 20, 2022

SELL
$56.02 - $65.22 $1,344 - $1,565
-24 Reduced 0.25%
9,607 $538,000
Q2 2022

Aug 03, 2022

BUY
$59.07 - $66.21 $269,004 - $301,520
4,554 Added 89.7%
9,631 $606,000
Q1 2022

Apr 27, 2022

BUY
$57.88 - $62.85 $2,199 - $2,388
38 Added 0.75%
5,077 $314,000
Q2 2021

Jul 20, 2021

BUY
$52.51 - $56.24 $10,502 - $11,248
200 Added 4.13%
5,039 $272,000
Q3 2020

Nov 19, 2020

BUY
$43.91 - $51.19 $212,480 - $247,708
4,839 New
4,839 $239,000

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 $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
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