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 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-1.21K- 1.95% |
$70K - $77.4K
|
60.6K
$3.79M
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-293- 7.93% |
$17K - $18.8K
|
3.4K
$213K
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-133- 87.5% |
$7.72K - $8.53K
|
19
$1.19K
|
|
Aug 12, 2024
Q2 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
100+ 0.02% |
$5.81K - $6.42K
|
456K
$28.5M
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-211- 14.65% |
$12.3K - $13.5K
|
1.23K
$76.8K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
687New |
$39.9K - $44.1K
|
687
$42.9K
|
|
Aug 09, 2024
Q2 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-1K- 36.7% |
$58.1K - $64.2K
|
1.73K
$108K
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.03K- 10.27% |
$59.9K - $66.2K
|
9.02K
$563K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-873- 9.52% |
$50.7K - $56K
|
8.3K
$518K
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.32K+ 30.2% |
$76.4K - $84.4K
|
5.67K
$354K
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-67- 0.69% |
$3.89K - $4.3K
|
9.59K
$599K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.77K+ 20.01% |
$219K - $242K
|
22.6K
$1.41M
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
289New |
$16.8K - $18.5K
|
289
$18K
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-134- 2.59% |
$7.78K - $8.6K
|
5.04K
$315K
|
|
Aug 09, 2024
Q2 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.25K+ 21.47% |
$72.3K - $79.9K
|
7.05K
$440K
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-47- 1.31% |
$2.73K - $3.02K
|
3.55K
$222K
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-111- 1.73% |
$6.44K - $7.12K
|
6.3K
$393K
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-339- 2.89% |
$19.7K - $21.7K
|
11.4K
$711K
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-10.1K- 28.37% |
$589K - $650K
|
25.6K
$1.6M
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-735- 0.44% |
$42.7K - $47.2K
|
166K
$10.4M
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-438- 75.13% |
$25.4K - $28.1K
|
145
$9.06K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.13K- 66.84% |
$472K - $521K
|
4.03K
$252K
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-86- 40.38% |
$4.99K - $5.52K
|
127
$7.93K
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-994- 15.86% |
$57.7K - $63.8K
|
5.28K
$329K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
105+ 2.35% |
$6.1K - $6.74K
|
4.56K
$285K
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-163K- 20.25% |
$9.46M - $10.4M
|
641K
$40.1M
|
|
Aug 07, 2024
Q2 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
7+ 0.2% |
$406 - $449
|
3.49K
$218K
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-3.18K- 5.96% |
$184K - $204K
|
50.1K
$3.13M
|
|
Aug 07, 2024
Q2 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
67.6KNew |
$3.92M - $4.33M
|
67.6K
$4.22M
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
200+ 1.19% |
$11.6K - $12.8K
|
17.1K
$1.07M
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-41- 35.04% |
$2.38K - $2.63K
|
76
$4.75K
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-23K- 90.96% |
$1.33M - $1.47M
|
2.28K
$143K
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
SELL
|
- |
-2.97K- 4.29% |
$172K - $190K
|
66.2K
$4.13M
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-66- 1.27% |
$3.83K - $4.23K
|
5.15K
$322K
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.14K+ 1.3% |
$65.9K - $72.8K
|
88.7K
$5.54M
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
10New |
$581 - $642
|
10
$625
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-433- 10.44% |
$25.1K - $27.8K
|
3.72K
$232K
|
|
Aug 06, 2024
Q2 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-118- 0.84% |
$6.85K - $7.57K
|
13.9K
$870K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
70+ 2.11% |
$4.06K - $4.49K
|
3.38K
$211K
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-13.7K- 13.71% |
$795K - $879K
|
86.2K
$5.38M
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14+ 0.76% |
$813 - $898
|
1.86K
$116K
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
212New |
$12.3K - $13.6K
|
212
$13.2K
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
3.19KNew |
$185K - $205K
|
3.19K
$199K
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-113- 2.16% |
$6.56K - $7.25K
|
5.12K
$320K
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.12K- 20.84% |
$65K - $71.8K
|
4.26K
$266K
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
4.5KNew |
$261K - $289K
|
4.5K
$281K
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
600New |
$34.8K - $38.5K
|
600
$37.5K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
107KNew |
$6.24M - $6.89M
|
107K
$6.71M
|
|
Aug 06, 2024
Q2 2024
|
Ycg, LLC
|
SELL
|
- |
-400- 0.48% |
$23.2K - $25.7K
|
83.3K
$5.2M
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
267New |
$15.5K - $17.1K
|
267
$16.7K
|