Souders Financial Advisors Coca Cola CO Transaction History

Souders Financial Advisors

$639 Million
Q2 2024

A detailed history of Souders Financial Advisors transactions in Coca Cola CO stock. As of the latest transaction made, Souders Financial Advisors holds 5,565 shares of KO stock, worth $366,844. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,565

Previous 14,193 60.79%

Holding current value

$366,844

Previous $868,000 59.22%

% of portfolio

0.06%

Previous 0.14%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 28, 2024	SELL	$58.06 - $64.15 $500,941 - $553,486	-8,628 Reduced 60.79%	5,565 $354,000
Q1 2024 May 08, 2024	SELL	$58.91 - $61.24 $10,191 - $10,594	-173 Reduced 1.2%	14,193 $868,000
Q4 2023 Jan 24, 2024	SELL	$52.38 - $59.93 $213,343 - $244,094	-4,073 Reduced 22.09%	14,366 $846,000
Q3 2023 Nov 06, 2023	BUY	$55.81 - $63.05 $234,736 - $265,188	4,206 Added 29.55%	18,439 $1.03 Million
Q2 2023 Aug 09, 2023	BUY	$59.66 - $64.3 $513,254 - $553,172	8,603 Added 152.81%	14,233 $857,000
Q1 2023 May 09, 2023	BUY	$58.86 - $63.4 $3,531 - $3,804	60 Added 1.08%	5,630 $349,000
Q4 2022 Feb 13, 2023	SELL	$54.39 - $64.37 $1,522 - $1,802	-28 Reduced 0.5%	5,570 $354,000
Q3 2022 Nov 10, 2022	SELL	$56.02 - $65.22 $37,533 - $43,697	-670 Reduced 10.69%	5,598 $314,000
Q2 2022 Aug 05, 2022	SELL	$59.07 - $66.21 $407,464 - $456,716	-6,898 Reduced 52.39%	6,268 $394,000
Q1 2022 May 04, 2022	BUY	$57.88 - $62.85 $436,762 - $474,266	7,546 Added 134.27%	13,166 $816,000
Q4 2021 Feb 04, 2022	BUY	$52.3 - $59.21 $209 - $236	4 Added 0.07%	5,620 $333,000
Q3 2021 Nov 03, 2021	SELL	$52.47 - $57.48 $7,030 - $7,702	-134 Reduced 2.33%	5,616 $295,000
Q2 2021 Aug 09, 2021	SELL	$52.51 - $56.24 $399,916 - $428,323	-7,616 Reduced 56.98%	5,750 $311,000
Q1 2021 May 13, 2021	BUY	$48.15 - $53.85 $314,467 - $351,694	6,531 Added 95.55%	13,366 $705,000
Q4 2020 Feb 09, 2021	SELL	$47.96 - $54.84 $35,106 - $40,142	-732 Reduced 9.67%	6,835 $375,000
Q3 2020 Nov 12, 2020	SELL	$43.91 - $51.19 $33,503 - $39,057	-763 Reduced 9.16%	7,567 $408,000
Q2 2020 Aug 11, 2020	SELL	$42.12 - $49.85 $639,044 - $756,324	-15,172 Reduced 64.56%	8,330 $372,000
Q1 2020 May 12, 2020	BUY	$37.56 - $60.13 $882,735 - $1.41 Million	23,502 New	23,502 $1.04 Million

Others Institutions Holding KO

# of Institutions

3,368

Shares Held

3.03B

Call Options Held

20.6M

Put Options Held

15.2M

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 $285B
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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Souders Financial Advisors Coca Cola CO Transaction History