A detailed history of Willner & Heller, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Willner & Heller, LLC holds 4,143 shares of KO stock, worth $292,827. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,143
Previous 3,123 32.66%
Holding current value
$292,827
Previous $220,000 24.55%
% of portfolio
0.22%
Previous 0.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025

BUY
$65.67 - $71.67 $66,983 - $73,103
1,020 Added 32.66%
4,143 $274,000
Q2 2025

Jul 21, 2025

SELL
$68.37 - $73.9 $15,519 - $16,775
-227 Reduced 6.78%
3,123 $220,000
Q1 2025

May 05, 2025

SELL
$60.81 - $72.32 $24,506 - $29,144
-403 Reduced 10.74%
3,350 $239,000
Q4 2024

Jan 16, 2025

BUY
$61.74 - $71.71 $2,963 - $3,442
48 Added 1.3%
3,753 $233,000
Q3 2024

Oct 10, 2024

BUY
$62.69 - $73.01 $1,629 - $1,898
26 Added 0.71%
3,705 $266,000
Q2 2024

Jul 19, 2024

SELL
$58.06 - $64.15 $11,437 - $12,637
-197 Reduced 5.08%
3,679 $234,000
Q4 2023

Mar 06, 2024

SELL
$52.38 - $59.93 $8,380 - $9,588
-160 Reduced 3.96%
3,876 $228,000
Q4 2022

Feb 14, 2023

BUY
$54.39 - $64.37 $14,467 - $17,122
266 Added 7.06%
4,036 $256,000
Q3 2022

Oct 24, 2022

BUY
$56.02 - $65.22 $7,674 - $8,935
137 Added 3.77%
3,770 $211,000
Q2 2022

Jul 22, 2022

BUY
$59.07 - $66.21 $5,966 - $6,687
101 Added 2.86%
3,633 $229,000
Q1 2022

Jul 05, 2022

BUY
$57.88 - $62.85 $204,432 - $221,986
3,532 New
3,532 $209,000

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 $306B
  • 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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