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 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-55- 1.24% |
$3.19K - $3.53K
|
4.38K
$274K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
929+ 3.86% |
$53.9K - $59.6K
|
25K
$1.56M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-53- 1.61% |
$3.08K - $3.4K
|
3.24K
$202K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.55K- 5.15% |
$90K - $99.4K
|
28.6K
$1.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2+ 0.03% |
$116 - $128
|
7.06K
$441K
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-3.59K- 48.99% |
$209K - $230K
|
3.74K
$234K
|
|
|
Jul 16, 2024
Q2 2024
|
Hendley & CO Inc
|
SELL
|
- |
-1K- 6.09% |
$58.1K - $64.2K
|
15.4K
$963K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.69KNew |
$214K - $237K
|
3.69K
$231K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1+ 0.03% |
$58.1 - $64.2
|
3.9K
$243K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-100- 2.75% |
$5.81K - $6.42K
|
3.54K
$221K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-255- 6.54% |
$14.8K - $16.4K
|
3.65K
$228K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
560+ 9.3% |
$32.5K - $35.9K
|
6.58K
$411K
|
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-550- 7.81% |
$31.9K - $35.3K
|
6.49K
$405K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
75+ 62.5% |
$4.35K - $4.81K
|
195
$12.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-51.7K- 79.84% |
$3M - $3.31M
|
13K
$814K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
14.7KNew |
$856K - $946K
|
14.7K
$921K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-143- 3.38% |
$8.3K - $9.17K
|
4.09K
$255K
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-410- 3.18% |
$23.8K - $26.3K
|
12.5K
$781K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
30+ 2.04% |
$1.74K - $1.92K
|
1.5K
$93.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-218- 1.17% |
$12.7K - $14K
|
18.3K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-95- 1.98% |
$5.52K - $6.09K
|
4.7K
$294K
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-330- 1.96% |
$19.2K - $21.2K
|
16.5K
$1.03M
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
117KNew |
$6.77M - $7.48M
|
117K
$7.28M
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-47- 32.19% |
$2.73K - $3.02K
|
99
$6.18K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.77K- 11.36% |
$161K - $178K
|
21.6K
$1.35M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
119+ 1.8% |
$6.91K - $7.63K
|
6.73K
$420K
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-100K- 21.51% |
$5.81M - $6.42M
|
365K
$22.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-92- 1.9% |
$5.34K - $5.9K
|
4.76K
$297K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
442+ 2.67% |
$25.7K - $28.4K
|
17K
$1.06M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-150- 1.25% |
$8.71K - $9.62K
|
11.9K
$742K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
750New |
$43.5K - $48.1K
|
750
$46.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-80- 0.43% |
$4.64K - $5.13K
|
18.4K
$1.15M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-190- 3.94% |
$11K - $12.2K
|
4.63K
$289K
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-4.14K- 7.71% |
$240K - $265K
|
49.5K
$3.09M
|
|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-100- 2.62% |
$5.81K - $6.42K
|
3.72K
$232K
|
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-80- 0.19% |
$4.64K - $5.13K
|
43.1K
$2.69M
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
19.2KNew |
$1.12M - $1.23M
|
19.2K
$1.2M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.03K+ 24.9% |
$59.9K - $66.2K
|
5.18K
$323K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.26KNew |
$189K - $209K
|
3.26K
$204K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-936K- 33.52% |
$55.1M - $57.3M
|
1.86M
$116M
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-68- 0.85% |
$4.01K - $4.16K
|
7.89K
$493K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-200- 0.73% |
$11.8K - $12.2K
|
27.1K
$1.69M
|
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-620K- 98.41% |
$36.5M - $38M
|
10K
$625K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
28.3KNew |
$1.67M - $1.73M
|
28.3K
$1.77M
|
|
|
Aug 01, 2024
Q1 2024
|
Generate Investment Management LTD
Auckland, Q2 |
SELL
|
- |
-153KClosed |
$9.03M - $9.39M
|
0
$0
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-7.89KClosed |
$465K - $483K
|
0
$0
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3.54KNew |
$208K - $217K
|
3.54K
$221K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.2K- 2.93% |
$70.4K - $73.2K
|
39.7K
$2.48M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-130K- 44.19% |
$7.65M - $7.95M
|
164K
$10.2M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
300+ 0.89% |
$17.7K - $18.4K
|
33.9K
$2.12M
|
|