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 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-171- 1.21% |
$9.93K - $11K
|
14K
$986K
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
618+ 12.94% |
$35.9K - $39.6K
|
5.4K
$380K
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-202- 2.34% |
$11.7K - $13K
|
8.42K
$593K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
34.4K+ 45.79% |
$2M - $2.21M
|
109K
$7.71M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
403K+ 586.42% |
$23.4M - $25.9M
|
472K
$33.2M
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-3.51K- 16.65% |
$204K - $225K
|
17.6K
$1.24M
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
18+ 0.44% |
$1.05K - $1.15K
|
4.08K
$287K
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
3.51KNew |
$204K - $225K
|
3.51K
$247K
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-69- 0.68% |
$4.01K - $4.43K
|
10.1K
$714K
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
31+ 0.78% |
$1.8K - $1.99K
|
3.99K
$281K
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
1.95K+ 30.93% |
$113K - $125K
|
8.25K
$581K
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
208+ 0.98% |
$12.1K - $13.3K
|
21.3K
$1.5M
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
5+ 0.05% |
$290 - $321
|
9.79K
$690K
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
13.1K+ 3.06% |
$763K - $843K
|
442K
$31.2M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
20+ 2.15% |
$1.16K - $1.28K
|
951
$67K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.92K+ 7.9% |
$518K - $572K
|
122K
$8.58M
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-800- 0.44% |
$46.4K - $51.3K
|
180K
$12.7M
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-190- 9.51% |
$11K - $12.2K
|
1.81K
$127K
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
9.05K+ 35.02% |
$525K - $581K
|
34.9K
$2.46M
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
7.89KNew |
$458K - $506K
|
7.89K
$555K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.29K+ 20.48% |
$74.7K - $82.5K
|
7.57K
$533K
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
9.42K+ 5.7% |
$547K - $604K
|
175K
$12.3M
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
77+ 0.45% |
$4.47K - $4.94K
|
17K
$1.2M
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
13+ 0.38% |
$755 - $834
|
3.4K
$240K
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.05K+ 31.43% |
$61K - $67.4K
|
4.4K
$309K
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-375- 0.46% |
$21.8K - $24.1K
|
80.6K
$5.68M
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-136- 3.38% |
$7.9K - $8.72K
|
3.89K
$274K
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
3.22KNew |
$187K - $207K
|
3.22K
$227K
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-39- 0.43% |
$2.26K - $2.5K
|
9.11K
$641K
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-2.4K- 1.82% |
$139K - $154K
|
129K
$9.11M
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-326- 6.72% |
$18.9K - $20.9K
|
4.52K
$318K
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-38.2K- 1.69% |
$2.22M - $2.45M
|
2.22M
$157M
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.6K- 2.61% |
$325K - $359K
|
209K
$14.7M
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
3.21KNew |
$186K - $206K
|
3.21K
$226K
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-415- 2.81% |
$24.1K - $26.6K
|
14.3K
$1.01M
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
32.7KNew |
$1.9M - $2.1M
|
32.7K
$2.3M
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-837- 9.55% |
$48.6K - $53.7K
|
7.93K
$558K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
862+ 2.71% |
$50K - $55.3K
|
32.7K
$2.3M
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
15KNew |
$871K - $962K
|
15K
$1.06M
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-303- 1.19% |
$17.6K - $19.4K
|
25.2K
$1.78M
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-70- 1.67% |
$4.06K - $4.49K
|
4.13K
$291K
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.61K- 23.98% |
$152K - $167K
|
8.28K
$583K
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
128+ 0.59% |
$7.43K - $8.21K
|
21.7K
$1.53M
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-700- 2.88% |
$40.6K - $44.9K
|
23.6K
$1.66M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
414+ 0.17% |
$24K - $26.6K
|
243K
$17.1M
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.27K+ 36.6% |
$190K - $210K
|
12.2K
$859K
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-246- 0.29% |
$14.3K - $15.8K
|
84.5K
$5.95M
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.34K+ 15.84% |
$194K - $214K
|
24.4K
$1.72M
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-850- 1.56% |
$49.4K - $54.5K
|
53.7K
$3.78M
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-886- 6.15% |
$51.4K - $56.8K
|
13.5K
$952K
|