A detailed history of Summit Place Financial Advisors, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Summit Place Financial Advisors, LLC holds 21,952 shares of KO stock, worth $1.38 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
21,952
Previous 22,097 0.66%
Holding current value
$1.38 Million
Previous $1.41 Million 12.16%
% of portfolio
0.93%
Previous 0.87%

Shares

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

Oct 24, 2024

SELL
$62.69 - $73.01 $9,090 - $10,586
-145 Reduced 0.66%
21,952 $1.58 Million
Q2 2024

Jul 25, 2024

BUY
$58.06 - $64.15 $8,302 - $9,173
143 Added 0.65%
22,097 $1.41 Million
Q1 2024

Apr 30, 2024

BUY
$58.91 - $61.24 $90,426 - $94,003
1,535 Added 7.52%
21,954 $1.34 Million
Q4 2023

Feb 07, 2024

BUY
$52.38 - $59.93 $146,402 - $167,504
2,795 Added 15.86%
20,419 $1.2 Million
Q3 2023

Nov 08, 2023

SELL
$55.81 - $63.05 $29,858 - $33,731
-535 Reduced 2.95%
17,624 $986,000
Q2 2023

Aug 04, 2023

SELL
$59.66 - $64.3 $51,784 - $55,812
-868 Reduced 4.56%
18,159 $1.09 Million
Q1 2023

Apr 28, 2023

BUY
$58.86 - $63.4 $133,612 - $143,918
2,270 Added 13.55%
19,027 $1.18 Million
Q4 2022

Jan 26, 2023

BUY
$54.39 - $64.37 $50,310 - $59,542
925 Added 5.84%
16,757 $0
Q3 2022

Oct 31, 2022

SELL
$56.02 - $65.22 $12,604 - $14,674
-225 Reduced 1.4%
15,832 $887,000
Q2 2022

Aug 04, 2022

SELL
$59.07 - $66.21 $23,628 - $26,483
-400 Reduced 2.43%
16,057 $1.01 Million
Q1 2022

May 04, 2022

SELL
$57.88 - $62.85 $111,592 - $121,174
-1,928 Reduced 10.49%
16,457 $1.02 Million
Q4 2021

Jan 25, 2022

SELL
$52.3 - $59.21 $16,369 - $18,532
-313 Reduced 1.67%
18,385 $1.09 Million
Q3 2021

Nov 05, 2021

BUY
$52.47 - $57.48 $313,036 - $342,925
5,966 Added 46.86%
18,698 $981,000
Q2 2021

Jul 23, 2021

BUY
$52.51 - $56.24 $56,185 - $60,176
1,070 Added 9.18%
12,732 $689,000
Q1 2021

May 07, 2021

BUY
$48.15 - $53.85 $561,525 - $627,998
11,662 New
11,662 $615,000

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 $272B
  • 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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