A detailed history of Wespac Advisors So Cal, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 65,001 shares of KO stock, worth $4.08 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
65,001
Previous 65,630 0.96%
Holding current value
$4.08 Million
Previous $4.18 Million 11.8%
% of portfolio
1.1%
Previous 1.07%

Shares

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

Nov 06, 2024

SELL
$62.69 - $73.01 $39,432 - $45,923
-629 Reduced 0.96%
65,001 $4.67 Million
Q2 2024

Jul 23, 2024

SELL
$58.06 - $64.15 $265,218 - $293,037
-4,568 Reduced 6.51%
65,630 $4.18 Million
Q1 2024

Apr 18, 2024

SELL
$58.91 - $61.24 $4.09 Million - $4.25 Million
-69,461 Reduced 49.74%
70,198 $4.29 Million
Q4 2023

Jan 25, 2024

SELL
$52.38 - $59.93 $150,487 - $172,178
-2,873 Reduced 2.02%
139,659 $8.23 Million
Q3 2023

Nov 09, 2023

SELL
$55.81 - $63.05 $60,944 - $68,850
-1,092 Reduced 0.76%
142,532 $7.98 Million
Q2 2023

Jul 20, 2023

BUY
$59.66 - $64.3 $119 - $128
2 Added 0.0%
143,624 $8.65 Million
Q1 2023

May 15, 2023

SELL
$58.86 - $63.4 $353 - $380
-6 Reduced -0.0%
143,622 $8.91 Million
Q4 2022

Jan 25, 2023

BUY
$54.39 - $64.37 $134,941 - $159,701
2,481 Added 1.76%
143,628 $0
Q3 2022

Nov 10, 2022

SELL
$56.02 - $65.22 $79,772 - $92,873
-1,424 Reduced 1.0%
141,147 $8.45 Million
Q2 2022

Jul 19, 2022

SELL
$59.07 - $66.21 $52,040 - $58,331
-881 Reduced 0.61%
142,571 $8.97 Million
Q1 2022

May 19, 2022

SELL
$57.88 - $62.85 $151,124 - $164,101
-2,611 Reduced 1.79%
143,452 $8.89 Million
Q4 2021

Feb 03, 2022

BUY
$52.3 - $59.21 $7.57 Million - $8.57 Million
144,666 Added 10355.48%
146,063 $8.85 Million
Q4 2021

Feb 02, 2022

SELL
$52.3 - $59.21 $7.63 Million - $8.63 Million
-145,831 Reduced 99.05%
1,397 $426,000
Q3 2021

Oct 14, 2021

BUY
$52.47 - $57.48 $279,297 - $305,966
5,323 Added 3.75%
147,228 $7.82 Million
Q2 2021

Jul 29, 2021

BUY
$52.51 - $56.24 $115,259 - $123,446
2,195 Added 1.57%
141,905 $7.68 Million
Q1 2021

Apr 30, 2021

BUY
$48.15 - $53.85 $1.92 Million - $2.15 Million
39,966 Added 40.07%
139,710 $7.36 Million
Q4 2020

Feb 02, 2021

BUY
$47.96 - $54.84 $276,969 - $316,701
5,775 Added 6.15%
99,744 $5.47 Million
Q3 2020

Oct 23, 2020

SELL
$43.91 - $51.19 $313,122 - $365,035
-7,131 Reduced 7.05%
93,969 $4.78 Million
Q2 2020

Jul 17, 2020

BUY
$42.12 - $49.85 $4.26 Million - $5.04 Million
101,100 New
101,100 $4.57 Million
Q2 2019

Jul 30, 2019

SELL
$46.18 - $51.92 $15,008 - $16,874
-325 Closed
0 $0
Q3 2018

Oct 22, 2018

BUY
$43.75 - $46.73 $14,218 - $15,187
325 New
325 $15,000
Q2 2018

Jul 13, 2018

SELL
$41.55 - $44.88 $23,558 - $25,446
-567 Closed
0 $0
Q1 2018

Apr 16, 2018

BUY
$42.33 - $48.53 $24,001 - $27,516
567 New
567 $24,000

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
Track This Portfolio

Track Wespac Advisors So Cal, LLC Portfolio

Follow Wespac Advisors So Cal, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wespac Advisors So Cal, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors So Cal, LLC with notifications on news.