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 |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-346- 6.84% |
$18.1K - $20.7K
|
4.71K
$329K
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-411- 6.65% |
$21.5K - $24.6K
|
5.77K
$404K
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-4.45K- 37.81% |
$233K - $267K
|
7.32K
$512K
|
|
Feb 02, 2024
Q4 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-33.4K- 90.97% |
$1.75M - $2M
|
3.32K
$232K
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
SELL
|
PUT |
-100- 1.82% |
$5.24K - $5.99K
|
5.4K
$377K
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3.96KNew |
$207K - $237K
|
3.96K
$277K
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
3.53KNew |
$185K - $212K
|
3.53K
$247K
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
700+ 9.36% |
$36.7K - $42K
|
8.18K
$572K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
31.5K+ 78.62% |
$1.65M - $1.89M
|
71.6K
$5M
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.06K- 8.98% |
$160K - $184K
|
31.1K
$2.17M
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-255K- 47.91% |
$13.4M - $15.3M
|
278K
$19.4M
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
30.2KNew |
$1.58M - $1.81M
|
30.2K
$2.11M
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-63- 1.46% |
$3.3K - $3.78K
|
4.24K
$297K
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
3.59KNew |
$188K - $215K
|
3.59K
$251K
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-28.1K- 28.6% |
$1.47M - $1.68M
|
70K
$4.89M
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
7.45KNew |
$390K - $446K
|
7.45K
$521K
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
285KNew |
$14.9M - $17.1M
|
285K
$19.9M
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
272KNew |
$14.2M - $16.3M
|
272K
$19M
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-44- 7.19% |
$2.3K - $2.64K
|
568
$39.7K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
170New |
$8.9K - $10.2K
|
170
$11.9K
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
200+ 4.53% |
$10.5K - $12K
|
4.61K
$322K
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
4.63KNew |
$243K - $278K
|
4.63K
$324K
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-34.5K- 28.09% |
$1.81M - $2.07M
|
88.4K
$6.18M
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-3.67K- 11.83% |
$192K - $220K
|
27.3K
$1.91M
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
31+ 0.73% |
$1.62K - $1.86K
|
4.27K
$299K
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-63- 0.66% |
$3.3K - $3.78K
|
9.47K
$662K
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-14.6K- 80.95% |
$765K - $875K
|
3.44K
$240K
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.34K+ 12.74% |
$70.2K - $80.4K
|
11.9K
$830K
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
8+ 0.08% |
$419 - $479
|
10.4K
$728K
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-20- 0.47% |
$1.05K - $1.2K
|
4.21K
$294K
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1K- 17.2% |
$52.4K - $59.9K
|
4.81K
$336K
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-22.9K- 16.52% |
$1.2M - $1.37M
|
116K
$8.09M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.9K- 4.39% |
$309K - $354K
|
129K
$8.99M
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
772+ 21.11% |
$40.4K - $46.3K
|
4.43K
$310K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
262+ 6.1% |
$13.7K - $15.7K
|
4.56K
$318K
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
BUY
|
- |
3.75KNew |
$196K - $224K
|
3.75K
$262K
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-63- 53.39% |
$3.3K - $3.78K
|
55
$3.84K
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-132- 1.05% |
$6.91K - $7.91K
|
12.5K
$873K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-345- 1.51% |
$18.1K - $20.7K
|
22.5K
$1.57M
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
200New |
$10.5K - $12K
|
200
$14K
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-709- 13.43% |
$37.1K - $42.5K
|
4.57K
$319K
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-8.3K- 15.03% |
$435K - $497K
|
46.9K
$3.28M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-332- 2.12% |
$17.4K - $19.9K
|
15.3K
$1.07M
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-9.6K- 57.31% |
$503K - $575K
|
7.15K
$500K
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
1+ 0.02% |
$52.4 - $59.9
|
5.21K
$364K
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.55K- 7.4% |
$81.1K - $92.8K
|
19.4K
$1.35M
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
3KNew |
$157K - $180K
|
3K
$210K
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-2K- 42.48% |
$105K - $120K
|
2.71K
$189K
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
10KNew |
$524K - $599K
|
10K
$699K
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.92K- 45.75% |
$153K - $175K
|
3.47K
$242K
|