Wealth Dimensions Group, Ltd. Coca Cola CO Transaction History

Wealth Dimensions Group, Ltd.

$394 Million
Q3 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Coca Cola CO stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 7,204 shares of KO stock, worth $452,699. This represents 0.13% of its overall portfolio holdings.

Number of Shares

7,204

Previous 7,575 4.9%

Holding current value

$452,699

Previous $482,000 7.26%

% of portfolio

0.13%

Previous 0.14%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$62.69 - $73.01 $23,257 - $27,086	-371 Reduced 4.9%	7,204 $517,000
Q2 2024 Aug 09, 2024	SELL	$58.06 - $64.15 $12,657 - $13,984	-218 Reduced 2.8%	7,575 $482,000
Q1 2024 May 09, 2024	SELL	$58.91 - $61.24 $12,547 - $13,044	-213 Reduced 2.66%	7,793 $476,000
Q4 2023 Feb 09, 2024	SELL	$52.38 - $59.93 $16,394 - $18,758	-313 Reduced 3.76%	8,006 $471,000
Q3 2023 Nov 14, 2023	SELL	$55.81 - $63.05 $3,013 - $3,404	-54 Reduced 0.64%	8,319 $465,000
Q2 2023 Aug 14, 2023	BUY	$59.66 - $64.3 $32,634 - $35,172	547 Added 6.99%	8,373 $504,000
Q1 2023 May 09, 2023	SELL	$58.86 - $63.4 $1,883 - $2,028	-32 Reduced 0.41%	7,826 $485,000
Q4 2022 Feb 10, 2023	BUY	$54.39 - $64.37 $80,007 - $94,688	1,471 Added 23.03%	7,858 $499,000
Q3 2022 Nov 10, 2022	SELL	$56.02 - $65.22 $2,464 - $2,869	-44 Reduced 0.68%	6,387 $358,000
Q2 2022 Aug 05, 2022	SELL	$59.07 - $66.21 $3,898 - $4,369	-66 Reduced 1.02%	6,431 $405,000
Q1 2022 May 04, 2022	BUY	$57.88 - $62.85 $15,801 - $17,158	273 Added 4.39%	6,497 $403,000
Q4 2021 Feb 04, 2022	BUY	$52.3 - $59.21 $83,104 - $94,084	1,589 Added 34.28%	6,224 $369,000
Q3 2021 Nov 03, 2021	SELL	$52.47 - $57.48 $26,025 - $28,510	-496 Reduced 9.67%	4,635 $243,000
Q2 2021 Aug 12, 2021	SELL	$52.51 - $56.24 $945 - $1,012	-18 Reduced 0.35%	5,131 $278,000
Q1 2021 May 13, 2021	SELL	$48.15 - $53.85 $9,630 - $10,770	-200 Reduced 3.74%	5,149 $271,000
Q4 2020 Feb 17, 2021	BUY	$47.96 - $54.84 $256,538 - $293,339	5,349 New	5,349 $293,000

Others Institutions Holding KO

# of Institutions

3,442

Shares Held

2.99B

Call Options Held

26.8M

Put Options Held

21.5M

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 $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...

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Wealth Dimensions Group, Ltd. Coca Cola CO Transaction History