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 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.17K+ 22.22% |
$184K - $203K
|
17.4K
$1.23M
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
11+ 0.15% |
$639 - $706
|
7.3K
$514K
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
110+ 1.55% |
$6.39K - $7.06K
|
7.21K
$508K
|
|
Jul 24, 2024
Q2 2024
|
Reik & Co., LLC
|
SELL
|
- |
-40- 0.03% |
$2.32K - $2.57K
|
117K
$8.21M
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-149- 0.72% |
$8.65K - $9.56K
|
20.6K
$1.45M
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-7.16K- 25.77% |
$415K - $459K
|
20.6K
$1.45M
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
105+ 0.76% |
$6.1K - $6.74K
|
13.9K
$982K
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
957+ 16.46% |
$55.6K - $61.4K
|
6.77K
$477K
|
|
Jul 24, 2024
Q2 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-48.6K- 12.63% |
$2.82M - $3.12M
|
336K
$23.7M
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.21K+ 2.85% |
$70.4K - $77.7K
|
43.8K
$3.08M
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
2.33K+ 22.53% |
$136K - $150K
|
12.7K
$894K
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-168- 1.65% |
$9.75K - $10.8K
|
10K
$705K
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
296+ 1.31% |
$17.2K - $19K
|
22.8K
$1.61M
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-259K- 92.39% |
$15M - $16.6M
|
21.3K
$1.5M
|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
1.47K+ 8.28% |
$85.3K - $94.2K
|
19.2K
$1.35M
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
292+ 2.25% |
$17K - $18.7K
|
13.3K
$934K
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
BUY
|
- |
16+ 0.05% |
$929 - $1.03K
|
30K
$2.11M
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
5.68K+ 8.53% |
$330K - $364K
|
72.3K
$5.09M
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
375+ 0.37% |
$21.8K - $24.1K
|
103K
$7.25M
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
25KNew |
$1.45M - $1.6M
|
25K
$1.76M
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-1.49K- 7.71% |
$86.7K - $95.8K
|
17.9K
$1.26M
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
37.5K+ 87.95% |
$2.18M - $2.41M
|
80.2K
$5.65M
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
965+ 17.77% |
$56K - $61.9K
|
6.4K
$450K
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
69+ 0.23% |
$4.01K - $4.43K
|
29.7K
$2.09M
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
9+ 0.16% |
$523 - $577
|
5.67K
$399K
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
510+ 1.05% |
$29.6K - $32.7K
|
48.9K
$3.44M
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-4.37K- 21.43% |
$254K - $280K
|
16K
$1.13M
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
838+ 1.95% |
$48.7K - $53.8K
|
43.8K
$3.08M
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
21+ 0.48% |
$1.22K - $1.35K
|
4.41K
$310K
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
6+ 0.66% |
$348 - $385
|
921
$64.9K
|
|
Jul 23, 2024
Q2 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-2.04K- 2.67% |
$118K - $131K
|
74.3K
$5.23M
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-146- 0.84% |
$8.48K - $9.37K
|
17.3K
$1.22M
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
300+ 3.34% |
$17.4K - $19.2K
|
9.28K
$653K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.75K+ 7.14% |
$160K - $176K
|
41.3K
$2.91M
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-699- 3.02% |
$40.6K - $44.8K
|
22.4K
$1.58M
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-93Closed |
$5.4K - $5.97K
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-57- 0.66% |
$3.31K - $3.66K
|
8.55K
$602K
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.04K+ 8.88% |
$176K - $195K
|
37.2K
$2.62M
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
SELL
|
- |
-340- 6.53% |
$19.7K - $21.8K
|
4.87K
$343K
|
|
Jul 23, 2024
Q2 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
BUY
|
- |
9.91K+ 40.35% |
$576K - $636K
|
34.5K
$2.43M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.01K- 21.52% |
$465K - $514K
|
29.2K
$2.06M
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.88K+ 4.43% |
$167K - $185K
|
67.9K
$4.78M
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.26K- 1.95% |
$73K - $80.6K
|
63.2K
$4.45M
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-335- 17.24% |
$19.5K - $21.5K
|
1.61K
$113K
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-4.57K- 6.51% |
$265K - $293K
|
65.6K
$4.62M
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.56KNew |
$90.7K - $100K
|
1.56K
$110K
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
400+ 3.13% |
$23.2K - $25.7K
|
13.2K
$929K
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-60- 0.28% |
$3.48K - $3.85K
|
21K
$1.48M
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
SELL
|
- |
-67- 1.62% |
$3.89K - $4.3K
|
4.06K
$286K
|
|
Jul 23, 2024
Q2 2024
|
Tevis Investment Management
|
BUY
|
- |
14+ 0.05% |
$813 - $898
|
26.1K
$1.84M
|