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 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
2+ 0.02% |
$116 - $128
|
8.2K
$577K
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3.47KNew |
$202K - $223K
|
3.47K
$244K
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
677+ 3.53% |
$39.3K - $43.4K
|
19.9K
$1.4M
|
|
Aug 09, 2024
Q2 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-374- 4.93% |
$21.7K - $24K
|
7.21K
$508K
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
158+ 0.67% |
$9.17K - $10.1K
|
23.8K
$1.68M
|
|
Aug 09, 2024
Q2 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-25- 0.16% |
$1.45K - $1.6K
|
15.7K
$1.1M
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
28+ 0.34% |
$1.63K - $1.8K
|
8.16K
$574K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32+ 0.63% |
$1.86K - $2.05K
|
5.11K
$360K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-218- 2.8% |
$12.7K - $14K
|
7.58K
$533K
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
329+ 9.9% |
$19.1K - $21.1K
|
3.65K
$257K
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-253K- 1.64% |
$14.7M - $16.2M
|
15.2M
$1.07B
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
SELL
|
- |
-3.34K- 0.51% |
$194K - $214K
|
648K
$45.7M
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.48K+ 3.64% |
$202K - $223K
|
99K
$6.97M
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-142- 3.51% |
$8.24K - $9.11K
|
3.9K
$275K
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
239+ 5.15% |
$13.9K - $15.3K
|
4.88K
$343K
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.22K+ 9.67% |
$187K - $207K
|
36.5K
$2.57M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.77K+ 20.01% |
$219K - $242K
|
22.6K
$1.59M
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-598- 8.08% |
$34.7K - $38.4K
|
6.81K
$479K
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-931- 2.71% |
$54.1K - $59.7K
|
33.4K
$2.35M
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
1+ 0.01% |
$58.1 - $64.2
|
8.7K
$613K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-16.5K- 9.28% |
$959K - $1.06M
|
161K
$11.4M
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-19.5K- 5.61% |
$1.13M - $1.25M
|
327K
$23M
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-22.1K- 4.33% |
$1.28M - $1.42M
|
488K
$34.4M
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-3- 0.03% |
$174 - $192
|
10.6K
$750K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-333- 2.45% |
$19.3K - $21.4K
|
13.3K
$935K
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
4.23K+ 4.56% |
$246K - $272K
|
97.1K
$6.84M
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
289New |
$16.8K - $18.5K
|
289
$20.4K
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-45- 1.35% |
$2.61K - $2.89K
|
3.3K
$232K
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-223- 1.89% |
$12.9K - $14.3K
|
11.6K
$814K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
161+ 0.37% |
$9.35K - $10.3K
|
44K
$3.1M
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-134- 2.59% |
$7.78K - $8.6K
|
5.04K
$355K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-573- 4.09% |
$33.3K - $36.8K
|
13.4K
$945K
|
|
Aug 09, 2024
Q2 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.25K+ 21.47% |
$72.3K - $79.9K
|
7.05K
$496K
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.11% |
$348 - $385
|
5.51K
$388K
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
9.24K+ 4.99% |
$537K - $593K
|
195K
$13.7M
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-26.3K- 9.3% |
$1.53M - $1.69M
|
256K
$18.1M
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
150K+ 87.09% |
$8.71M - $9.63M
|
322K
$22.7M
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-16.1K- 11.18% |
$932K - $1.03M
|
128K
$8.98M
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-700- 0.23% |
$40.6K - $44.9K
|
310K
$21.8M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
382+ 2.21% |
$22.2K - $24.5K
|
17.6K
$1.24M
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
204KNew |
$11.8M - $13.1M
|
204K
$14.3M
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7.57KNew |
$440K - $486K
|
7.57K
$533K
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
105+ 0.35% |
$6.1K - $6.74K
|
30.1K
$2.12M
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-214- 5.89% |
$12.4K - $13.7K
|
3.42K
$241K
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-537- 5.66% |
$31.2K - $34.4K
|
8.95K
$630K
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-86- 0.35% |
$4.99K - $5.52K
|
24.5K
$1.73M
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
7.47K+ 1.87% |
$434K - $479K
|
407K
$28.7M
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-523- 0.48% |
$30.4K - $33.6K
|
110K
$7.72M
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-31.1K- 71.81% |
$1.81M - $1.99M
|
12.2K
$859K
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
20+ 0.4% |
$1.16K - $1.28K
|
5.06K
$356K
|