A detailed history of Summit Wealth Partners, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,331 shares of KO stock, worth $218,380. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,331
Previous 3,605 7.6%
Holding current value
$218,380
Previous $229 Million 4.32%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 28, 2024

SELL
$62.69 - $73.01 $17,177 - $20,004
-274 Reduced 7.6%
3,331 $239 Million
Q2 2024

Sep 11, 2024

BUY
$58.06 - $64.15 $232 - $256
4 Added 0.11%
3,605 $229 Million
Q1 2024

Sep 11, 2024

SELL
$58.91 - $61.24 $98,556 - $102,454
-1,673 Reduced 31.72%
3,601 $220 Million
Q4 2023

Sep 11, 2024

BUY
$52.38 - $59.93 $1,414 - $1,618
27 Added 0.51%
5,274 $311 Million
Q3 2023

Sep 11, 2024

SELL
$55.81 - $63.05 $40,071 - $45,269
-718 Reduced 12.04%
5,247 $294 Million
Q2 2023

Sep 11, 2024

SELL
$59.66 - $64.3 $60,853 - $65,586
-1,020 Reduced 14.6%
5,965 $359 Million
Q4 2022

Sep 11, 2024

SELL
$54.39 - $64.37 $4,731 - $5,600
-87 Reduced 1.23%
6,985 $444 Million
Q3 2022

Sep 11, 2024

BUY
$56.02 - $65.22 $1,456 - $1,695
26 Added 0.37%
7,072 $396 Million
Q2 2022

Sep 11, 2024

BUY
$59.07 - $66.21 $59 - $66
1 Added 0.01%
7,046 $443 Million
Q4 2021

Sep 10, 2024

BUY
$52.3 - $59.21 $15,794 - $17,881
302 Added 4.48%
7,045 $417 Million
Q2 2021

Sep 10, 2024

BUY
$52.51 - $56.24 $21,686 - $23,227
413 Added 6.52%
6,743 $365 Million
Q1 2021

Sep 10, 2024

BUY
$48.15 - $53.85 $1,011 - $1,130
21 Added 0.33%
6,330 $334 Million
Q4 2020

Sep 10, 2024

BUY
$47.96 - $54.84 $143 - $164
3 Added 0.05%
6,309 $346 Million
Q3 2020

Sep 10, 2024

BUY
$43.91 - $51.19 $43 - $51
1 Added 0.02%
6,306 $311 Million
Q2 2020

Sep 10, 2024

BUY
$42.12 - $49.85 $6,612 - $7,826
157 Added 2.55%
6,305 $282 Million
Q4 2019

Sep 09, 2024

BUY
$51.71 - $55.35 $317,913 - $340,291
6,148 New
6,148 $340 Million

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 $284B
  • 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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