A detailed history of Triad Financial Advisors, Inc. transactions in Coca Cola CO stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 7,139 shares of KO stock, worth $445,830. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,139
Previous 6,268 13.9%
Holding current value
$445,830
Previous $377,000 5.84%
% of portfolio
0.15%
Previous 0.16%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

BUY
$55.81 - $63.05 $48,610 - $54,916
871 Added 13.9%
7,139 $399,000
Q2 2023

Jul 31, 2023

BUY
$59.66 - $64.3 $119 - $128
2 Added 0.03%
6,268 $377,000
Q1 2023

May 05, 2023

SELL
$58.86 - $63.4 $58,330 - $62,829
-991 Reduced 13.66%
6,266 $388,000
Q4 2022

Feb 14, 2023

BUY
$54.39 - $64.37 $11,857 - $14,032
218 Added 3.1%
7,257 $461,000
Q3 2022

Nov 04, 2022

BUY
$56.02 - $65.22 $4,649 - $5,413
83 Added 1.19%
7,039 $394,000
Q2 2022

Aug 11, 2022

SELL
$59.07 - $66.21 $14,885 - $16,684
-252 Reduced 3.5%
6,956 $438,000
Q1 2022

May 09, 2022

SELL
$57.88 - $62.85 $111,245 - $120,797
-1,922 Reduced 21.05%
7,208 $447,000
Q4 2021

May 09, 2022

BUY
$52.3 - $59.21 $477,499 - $540,587
9,130 New
9,130 $541,000

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 $270B
  • 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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