A detailed history of Oxford Financial Group LTD transactions in Coca Cola CO stock. As of the latest transaction made, Oxford Financial Group LTD holds 14,438 shares of KO stock, worth $890,968. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,438
Previous 15,873 9.04%
Holding current value
$890,968
Previous $1.01 Million 2.67%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 12, 2024

SELL
$62.69 - $73.01 $89,960 - $104,769
-1,435 Reduced 9.04%
14,438 $1.04 Million
Q2 2024

Aug 13, 2024

BUY
$58.06 - $64.15 $69,323 - $76,595
1,194 Added 8.13%
15,873 $1.01 Million
Q1 2024

May 13, 2024

SELL
$58.91 - $61.24 $189,984 - $197,499
-3,225 Reduced 18.01%
14,679 $898,000
Q4 2023

Feb 14, 2024

BUY
$52.38 - $59.93 $210,672 - $241,038
4,022 Added 28.97%
17,904 $1.06 Million
Q3 2023

Nov 13, 2023

SELL
$55.81 - $63.05 $214,533 - $242,364
-3,844 Reduced 21.69%
13,882 $777,000
Q2 2023

Aug 10, 2023

BUY
$59.66 - $64.3 $6,443 - $6,944
108 Added 0.61%
17,726 $1.07 Million
Q1 2023

May 12, 2023

SELL
$58.86 - $63.4 $281,115 - $302,798
-4,776 Reduced 21.33%
17,618 $1.09 Million
Q4 2022

Feb 14, 2023

BUY
$54.39 - $64.37 $90,396 - $106,982
1,662 Added 8.02%
22,394 $1.42 Million
Q3 2022

Nov 02, 2022

SELL
$56.02 - $65.22 $54,787 - $63,785
-978 Reduced 4.5%
20,732 $1.16 Million
Q2 2022

Aug 11, 2022

BUY
$59.07 - $66.21 $18,547 - $20,789
314 Added 1.47%
21,710 $1.37 Million
Q1 2022

May 13, 2022

BUY
$57.88 - $62.85 $39,011 - $42,360
674 Added 3.25%
21,396 $1.33 Million
Q4 2021

Feb 10, 2022

SELL
$52.3 - $59.21 $25,051 - $28,361
-479 Reduced 2.26%
20,722 $1.23 Million
Q3 2021

Nov 12, 2021

BUY
$52.47 - $57.48 $524,857 - $574,972
10,003 Added 89.33%
21,201 $1.11 Million
Q2 2021

Aug 03, 2021

SELL
$52.51 - $56.24 $13,180 - $14,116
-251 Reduced 2.19%
11,198 $606,000
Q1 2021

May 10, 2021

SELL
$48.15 - $53.85 $11,074 - $12,385
-230 Reduced 1.97%
11,449 $603,000
Q4 2020

Feb 10, 2021

BUY
$47.96 - $54.84 $11,030 - $12,613
230 Added 2.01%
11,679 $640,000
Q3 2020

Nov 12, 2020

BUY
$43.91 - $51.19 $7,157 - $8,343
163 Added 1.44%
11,449 $565,000
Q2 2020

Aug 05, 2020

SELL
$42.12 - $49.85 $9,224 - $10,917
-219 Reduced 1.9%
11,286 $504,000
Q1 2020

May 12, 2020

BUY
$37.56 - $60.13 $432,127 - $691,795
11,505 New
11,505 $509,000

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 $267B
  • 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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