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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-500- 7.27% |
$29K - $32.1K
|
6.38K
$449K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
696+ 1.84% |
$40.4K - $44.6K
|
38.5K
$2.71M
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
307+ 0.2% |
$17.8K - $19.7K
|
154K
$10.9M
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.64K+ 14.58% |
$153K - $169K
|
20.7K
$1.46M
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-601- 1.81% |
$34.9K - $38.6K
|
32.5K
$2.29M
|
|
Jul 31, 2024
Q2 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-4.82K- 31.45% |
$280K - $309K
|
10.5K
$739K
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
151+ 1.56% |
$8.77K - $9.69K
|
9.82K
$692K
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-229- 70.46% |
$13.3K - $14.7K
|
96
$6.76K
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
425+ 1.32% |
$24.7K - $27.3K
|
32.7K
$2.3M
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
950+ 27.26% |
$55.2K - $60.9K
|
4.44K
$312K
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
451+ 3.96% |
$26.2K - $28.9K
|
11.8K
$834K
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-895- 1.31% |
$52K - $57.4K
|
67.7K
$4.76M
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.98K- 2.79% |
$115K - $127K
|
69K
$4.86M
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.0% |
$58.1 - $64.2
|
331K
$23.3M
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
641New |
$37.2K - $41.1K
|
641
$45.1K
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.27K- 4.89% |
$73.6K - $81.3K
|
24.7K
$1.74M
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-2.79K- 41.63% |
$162K - $179K
|
3.91K
$275K
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-83- 0.22% |
$4.82K - $5.32K
|
38.5K
$2.71M
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-63- 1.83% |
$3.66K - $4.04K
|
3.37K
$237K
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-120- 0.83% |
$6.97K - $7.7K
|
14.3K
$1M
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
141+ 3.0% |
$8.19K - $9.05K
|
4.84K
$341K
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
79+ 0.18% |
$4.59K - $5.07K
|
42.8K
$3.01M
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-781- 11.53% |
$45.3K - $50.1K
|
5.99K
$422K
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
200+ 5.86% |
$11.6K - $12.8K
|
3.61K
$254K
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
533+ 4.22% |
$30.9K - $34.2K
|
13.2K
$926K
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
91+ 1.71% |
$5.28K - $5.84K
|
5.41K
$381K
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
234KNew |
$13.6M - $15M
|
234K
$16.5M
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.2K+ 75.0% |
$69.7K - $77K
|
2.8K
$197K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.26K+ 2.98% |
$73K - $80.6K
|
43.5K
$3.06M
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-180- 1.9% |
$10.5K - $11.5K
|
9.3K
$655K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-519- 2.29% |
$30.1K - $33.3K
|
22.1K
$1.56M
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
2+ 0.01% |
$116 - $128
|
25.7K
$1.81M
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-257K- 17.2% |
$14.9M - $16.5M
|
1.24M
$87.2M
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
30+ 0.74% |
$1.74K - $1.92K
|
4.06K
$286K
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-88- 0.91% |
$5.11K - $5.65K
|
9.62K
$677K
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-66.3K- 53.91% |
$3.85M - $4.26M
|
56.7K
$3.99M
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
597+ 7.7% |
$34.7K - $38.3K
|
8.35K
$588K
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-623- 63.06% |
$36.2K - $40K
|
365
$25.7K
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
11+ 0.07% |
$639 - $706
|
16.6K
$1.17M
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-18- 0.24% |
$1.05K - $1.15K
|
7.34K
$517K
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-6- 0.02% |
$348 - $385
|
31.1K
$2.19M
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-3.49K- 1.26% |
$202K - $224K
|
272K
$19.2M
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-297K- 98.24% |
$17.2M - $19M
|
5.32K
$375K
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
635+ 9.97% |
$36.9K - $40.7K
|
7K
$493K
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-872- 2.43% |
$50.6K - $55.9K
|
35K
$2.46M
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-9K- 6.4% |
$523K - $577K
|
132K
$9.27M
|
|
Jul 30, 2024
Q2 2024
|
Focused Investors LLC
|
SELL
|
- |
-29.1K- 2.76% |
$1.69M - $1.87M
|
1.02M
$72.2M
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
65+ 0.68% |
$3.77K - $4.17K
|
9.59K
$675K
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
439+ 0.86% |
$25.5K - $28.2K
|
51.5K
$3.63M
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
351+ 0.36% |
$20.4K - $22.5K
|
97.5K
$6.87M
|