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 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
20+ 8.37% |
$1.16K - $1.28K
|
259
$18.2K
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
2.55K+ 1.08% |
$148K - $164K
|
238K
$16.7M
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
35.3K+ 16.83% |
$2.05M - $2.27M
|
245K
$17.3M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.02K- 5.73% |
$234K - $258K
|
66.1K
$4.66M
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-34.8K- 26.46% |
$2.02M - $2.23M
|
96.6K
$6.8M
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
354+ 8.94% |
$20.6K - $22.7K
|
4.31K
$304K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.7K+ 23.22% |
$619K - $684K
|
56.6K
$3.99M
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-334- 4.31% |
$19.4K - $21.4K
|
7.42K
$523K
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
16.2K+ 55.34% |
$940K - $1.04M
|
45.4K
$3.2M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-93- 10.16% |
$5.4K - $5.97K
|
822
$57.9K
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
8+ 0.12% |
$464 - $513
|
6.87K
$484K
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-500- 7.56% |
$29K - $32.1K
|
6.11K
$431K
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-836- 19.04% |
$48.5K - $53.6K
|
3.55K
$250K
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-884- 3.87% |
$51.3K - $56.7K
|
22K
$1.55M
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-319- 6.5% |
$18.5K - $20.5K
|
4.59K
$323K
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
214+ 2.18% |
$12.4K - $13.7K
|
10K
$706K
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
608+ 0.54% |
$35.3K - $39K
|
114K
$8.03M
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
14K+ 9.6% |
$813K - $898K
|
160K
$11.3M
|
|
Jul 30, 2024
Q2 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-7.46K- 1.58% |
$433K - $478K
|
464K
$32.7M
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
3+ 0.05% |
$174 - $192
|
5.59K
$394K
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.55K+ 2.99% |
$148K - $164K
|
88K
$6.2M
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
241+ 2.28% |
$14K - $15.5K
|
10.8K
$763K
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
993+ 20.35% |
$57.7K - $63.7K
|
5.87K
$414K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.6K+ 14.4% |
$1.14M - $1.25M
|
155K
$10.9M
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-813- 0.99% |
$47.2K - $52.2K
|
81.2K
$5.72M
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
508+ 1.25% |
$29.5K - $32.6K
|
41.3K
$2.91M
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
10.2K+ 15.12% |
$591K - $652K
|
77.5K
$5.45M
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-429- 4.1% |
$24.9K - $27.5K
|
10K
$706K
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
1.89K+ 8.54% |
$110K - $121K
|
24K
$1.69M
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.08K+ 24.19% |
$62.6K - $69.2K
|
5.54K
$390K
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-133- 3.21% |
$7.72K - $8.53K
|
4.01K
$282K
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.6K- 0.85% |
$151K - $167K
|
303K
$21.3M
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-9.57K- 32.84% |
$556K - $614K
|
19.6K
$1.38M
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
487+ 3.83% |
$28.3K - $31.2K
|
13.2K
$930K
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.05K+ 4.84% |
$293K - $324K
|
109K
$7.7M
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
295+ 2.51% |
$17.1K - $18.9K
|
12.1K
$849K
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
149+ 2.22% |
$8.65K - $9.56K
|
6.87K
$484K
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-230- 5.16% |
$13.4K - $14.8K
|
4.23K
$298K
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.35K+ 0.74% |
$78.4K - $86.6K
|
183K
$12.9M
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-7.94K- 1.71% |
$461K - $509K
|
458K
$32.2M
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
357+ 3.29% |
$20.7K - $22.9K
|
11.2K
$789K
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-933- 21.81% |
$54.2K - $59.9K
|
3.34K
$235K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.95K- 12.49% |
$113K - $125K
|
13.6K
$960K
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-360- 1.77% |
$20.9K - $23.1K
|
20K
$1.41M
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-557- 13.68% |
$32.3K - $35.7K
|
3.52K
$248K
|
|
Jul 30, 2024
Q2 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
4.42K+ 4.09% |
$257K - $283K
|
112K
$7.91M
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-147K- 25.56% |
$8.53M - $9.43M
|
428K
$30.1M
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-201- 3.47% |
$11.7K - $12.9K
|
5.59K
$394K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-49.1K- 31.66% |
$2.85M - $3.15M
|
106K
$7.46M
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
155+ 3.72% |
$9K - $9.94K
|
4.32K
$304K
|