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 |
---|---|---|---|---|---|---|---|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
BUY
|
- |
1.75K+ 39.66% |
$103K - $107K
|
6.17K
$386K
|
|
Apr 29, 2024
Q1 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
100+ 1.22% |
$5.89K - $6.12K
|
8.32K
$520K
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.32K- 9.21% |
$77.6K - $80.7K
|
13K
$811K
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
3.29KNew |
$194K - $202K
|
3.29K
$206K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
21New |
$1.24K - $1.29K
|
21
$1.31K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-319- 3.05% |
$18.8K - $19.5K
|
10.2K
$634K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.69K- 2.37% |
$99.6K - $104K
|
69.5K
$4.34M
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-265- 1.39% |
$15.6K - $16.2K
|
18.9K
$1.18M
|
|
Apr 25, 2024
Q1 2024
|
Focused Investors Fund L P
Los Angeles, CA |
BUY
|
- |
1.05MNew |
$62.1M - $64.6M
|
1.05M
$65.8M
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-40- 66.67% |
$2.36K - $2.45K
|
20
$1.25K
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-60- 0.59% |
$3.53K - $3.67K
|
10.1K
$632K
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-800- 10.26% |
$47.1K - $49K
|
7K
$437K
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.87% |
$1.83K - $1.9K
|
3.61K
$225K
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
3.37KNew |
$198K - $206K
|
3.37K
$210K
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 7.33% |
$5.89K - $6.12K
|
1.27K
$79K
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
848+ 15.93% |
$50K - $51.9K
|
6.17K
$385K
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
175+ 4.17% |
$10.3K - $10.7K
|
4.38K
$273K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
96+ 1.29% |
$5.66K - $5.88K
|
7.54K
$471K
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-5.5K- 15.3% |
$324K - $337K
|
30.4K
$1.9M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-65.5K- 85.18% |
$3.86M - $4.01M
|
11.4K
$712K
|
|
Apr 19, 2024
Q1 2024
|
Covea Finance
|
BUY
|
- |
25.4K+ 45.68% |
$1.5M - $1.56M
|
81K
$5.06M
|
|
Apr 19, 2024
Q1 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-11.4K- 44.37% |
$673K - $700K
|
14.3K
$894K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
458New |
$27K - $28K
|
458
$28.6K
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
9.58K+ 50.26% |
$565K - $587K
|
28.6K
$1.79M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
CALL |
300New |
$17.7K - $18.4K
|
300
$18.7K
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-2.44K- 20.99% |
$144K - $149K
|
9.17K
$572K
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-466- 6.43% |
$27.5K - $28.5K
|
6.78K
$424K
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
29.8KNew |
$1.75M - $1.82M
|
29.8K
$1.86M
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-319- 67.87% |
$18.8K - $19.5K
|
151
$9.43K
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-231- 2.76% |
$13.6K - $14.1K
|
8.15K
$509K
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.34KNew |
$197K - $204K
|
3.34K
$208K
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
1.52KNew |
$89.6K - $93.1K
|
1.52K
$95K
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
3.66K+ 0.96% |
$216K - $224K
|
387K
$24.2M
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-100- 1.06% |
$5.89K - $6.12K
|
9.33K
$583K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-64- 1.42% |
$3.77K - $3.92K
|
4.43K
$277K
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-202- 40.24% |
$11.9K - $12.4K
|
300
$18.7K
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-200- 7.27% |
$11.8K - $12.2K
|
2.55K
$159K
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
650New |
$38.3K - $39.8K
|
650
$40.6K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-80- 0.54% |
$4.71K - $4.9K
|
14.9K
$928K
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
528+ 7.51% |
$31.1K - $32.3K
|
7.56K
$472K
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
4.49KNew |
$264K - $275K
|
4.49K
$280K
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-79- 1.14% |
$4.65K - $4.84K
|
6.83K
$426K
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-1.71K- 33.19% |
$101K - $105K
|
3.45K
$215K
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-54.3K- 1.72% |
$3.2M - $3.33M
|
3.1M
$194M
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-858- 7.92% |
$50.5K - $52.5K
|
9.98K
$623K
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-300- 7.57% |
$17.7K - $18.4K
|
3.66K
$229K
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.29KNew |
$194K - $201K
|
3.29K
$205K
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2.37K+ 32.07% |
$140K - $145K
|
9.77K
$610K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
521+ 60.3% |
$30.7K - $31.9K
|
1.39K
$86.5K
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
578+ 1.73% |
$34K - $35.4K
|
34.1K
$2.13M
|