Latest Institutional Transactions on Coca Cola CO (KO)
This table provides information on the latest institutional transactions involving Coca Cola CO (KO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.32K+ 2.27% |
$76.5K - $84.5K
|
59.4K
$4.18M
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-18.6K- 1.28% |
$1.08M - $1.19M
|
1.43M
$101M
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
620+ 12.0% |
$36K - $39.8K
|
5.79K
$408K
|
|
Aug 12, 2024
Q2 2024
|
Broderick Brian C
|
SELL
|
- |
-1- -0.0% |
$58.1 - $64.2
|
21.7K
$1.53M
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
2.25K+ 23.81% |
$131K - $144K
|
11.7K
$825K
|
|
Aug 12, 2024
Q2 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-2.87K- 1.14% |
$167K - $184K
|
248K
$17.5M
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-627K- 35.73% |
$36.4M - $40.2M
|
1.13M
$79.4M
|
|
Aug 12, 2024
Q2 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
26.8MNew |
$1.55B - $1.72B
|
26.8M
$1.88B
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-146- 0.49% |
$8.48K - $9.37K
|
29.5K
$2.07M
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.05% |
$290 - $321
|
10.2K
$719K
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 14.25% |
$59.4K - $65.6K
|
6.16K
$434K
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
196+ 2.72% |
$11.4K - $12.6K
|
7.41K
$522K
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-15- 0.41% |
$871 - $962
|
3.62K
$255K
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.45K- 24.43% |
$84K - $92.8K
|
4.47K
$315K
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-3.42K- 6.24% |
$198K - $219K
|
51.4K
$3.62M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
925K+ 829.01% |
$53.7M - $59.3M
|
1.04M
$73M
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.65K- 0.55% |
$154K - $170K
|
484K
$34.1M
|
|
Aug 12, 2024
Q2 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-3.72K- 30.41% |
$216K - $238K
|
8.51K
$599K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.84K+ 37.13% |
$455K - $503K
|
29K
$2.04M
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
3.1K+ 0.92% |
$180K - $199K
|
342K
$24.1M
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
2.93K+ 4.5% |
$170K - $188K
|
68K
$4.79M
|
|
Aug 12, 2024
Q2 2024
|
Somerville Kurt F
|
SELL
|
- |
-1.1K- 4.96% |
$63.9K - $70.6K
|
21.1K
$1.48M
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-275- 0.47% |
$16K - $17.6K
|
58.3K
$4.11M
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
62+ 0.55% |
$3.6K - $3.98K
|
11.4K
$801K
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.7K- 7.39% |
$389K - $430K
|
84K
$5.92M
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-675- 3.24% |
$39.2K - $43.3K
|
20.2K
$1.42M
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-239- 0.5% |
$13.9K - $15.3K
|
47.2K
$3.33M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.05M- 1.64% |
$61M - $67.4M
|
63.2M
$4.45B
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-325- 4.62% |
$18.9K - $20.8K
|
6.71K
$473K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
67+ 7.7% |
$3.89K - $4.3K
|
937
$66K
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
210+ 0.18% |
$12.2K - $13.5K
|
117K
$8.26M
|
|
Aug 12, 2024
Q2 2024
|
Kidder Stephen W
|
SELL
|
- |
-100- 1.04% |
$5.81K - $6.42K
|
9.48K
$668K
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
750+ 8.75% |
$43.5K - $48.1K
|
9.33K
$657K
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
BUY
|
- |
900+ 2.55% |
$52.3K - $57.7K
|
36.1K
$2.55M
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
47+ 0.86% |
$2.73K - $3.02K
|
5.48K
$386K
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.2K+ 66.09% |
$649K - $717K
|
28.1K
$1.98M
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1.2K- 0.41% |
$69.5K - $76.8K
|
293K
$20.7M
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-31- 0.63% |
$1.8K - $1.99K
|
4.86K
$342K
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.16KNew |
$184K - $203K
|
3.16K
$223K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.02% |
$58.1 - $64.2
|
5.26K
$371K
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
367+ 4.69% |
$21.3K - $23.5K
|
8.2K
$577K
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
165New |
$9.58K - $10.6K
|
165
$11.6K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.52M+ 8.97% |
$321M - $354M
|
67.1M
$4.72B
|
|
Aug 12, 2024
Q2 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-540- 6.51% |
$31.4K - $34.6K
|
7.76K
$546K
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-356- 0.45% |
$20.7K - $22.8K
|
78.7K
$5.54M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
29.7K+ 26.33% |
$1.73M - $1.91M
|
143K
$10M
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-16.9K- 0.43% |
$979K - $1.08M
|
3.95M
$278M
|
|
Aug 12, 2024
Q2 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-563- 1.36% |
$32.7K - $36.1K
|
40.7K
$2.87M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.97K- 0.3% |
$346K - $383K
|
2M
$141M
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-3.56K- 47.25% |
$207K - $228K
|
3.97K
$280K
|