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 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-9.55K- 62.56% |
$500K - $572K
|
5.72K
$358K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
277+ 3.26% |
$14.5K - $16.6K
|
8.78K
$549K
|
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-650K- 15.18% |
$34M - $39M
|
3.63M
$227M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.75K- 45.53% |
$144K - $165K
|
3.29K
$206K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-23- 0.56% |
$1.2K - $1.38K
|
4.06K
$254K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
788+ 0.22% |
$41.3K - $47.2K
|
357K
$22.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
126New |
$6.6K - $7.55K
|
126
$7.88K
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.9K- 29.46% |
$99.5K - $114K
|
4.55K
$285K
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-1.17K- 13.43% |
$61.1K - $69.9K
|
7.52K
$470K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
4.2KNew |
$220K - $252K
|
4.2K
$263K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
74+ 0.86% |
$3.88K - $4.43K
|
8.7K
$544K
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
9.34KNew |
$489K - $560K
|
9.34K
$584K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
386New |
$20.2K - $23.1K
|
386
$24.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-49.9K- 92.3% |
$2.61M - $2.99M
|
4.16K
$260K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
817+ 15.89% |
$42.8K - $49K
|
5.96K
$373K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
951New |
$49.8K - $57K
|
951
$59.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
202New |
$10.6K - $12.1K
|
202
$12.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
14.5KNew |
$761K - $871K
|
14.5K
$909K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2.55K- 35.95% |
$134K - $153K
|
4.54K
$284K
|
|
|
Feb 06, 2024
Q4 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
22.2KNew |
$1.16M - $1.33M
|
22.2K
$1.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-11K- 1.04% |
$576K - $659K
|
1.04M
$65.2M
|
|
|
Feb 05, 2024
Q4 2023
|
C World Wide Group Holding A
|
SELL
|
- |
-4.21K- 15.17% |
$220K - $252K
|
23.5K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-4.09K- 1.39% |
$214K - $245K
|
290K
$18.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-346- 6.84% |
$18.1K - $20.7K
|
4.71K
$295K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-4.45K- 37.81% |
$233K - $267K
|
7.32K
$458K
|
|
|
Feb 02, 2024
Q4 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-33.4K- 90.97% |
$1.75M - $2M
|
3.32K
$208K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
SELL
|
PUT |
-100- 1.82% |
$5.24K - $5.99K
|
5.4K
$338K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3.96KNew |
$207K - $237K
|
3.96K
$248K
|
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
3.53KNew |
$185K - $212K
|
3.53K
$221K
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
700+ 9.36% |
$36.7K - $42K
|
8.18K
$512K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
31.5K+ 78.62% |
$1.65M - $1.89M
|
71.6K
$4.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.06K- 8.98% |
$160K - $184K
|
31.1K
$1.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-255K- 47.91% |
$13.4M - $15.3M
|
278K
$17.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
30.2KNew |
$1.58M - $1.81M
|
30.2K
$1.89M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-63- 1.46% |
$3.3K - $3.78K
|
4.24K
$265K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-28.1K- 28.6% |
$1.47M - $1.68M
|
70K
$4.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
7.45KNew |
$390K - $446K
|
7.45K
$466K
|
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
285KNew |
$14.9M - $17.1M
|
285K
$17.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
272KNew |
$14.2M - $16.3M
|
272K
$17M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-44- 7.19% |
$2.3K - $2.64K
|
568
$35.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
170New |
$8.9K - $10.2K
|
170
$10.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
200+ 4.53% |
$10.5K - $12K
|
4.61K
$289K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-3.67K- 11.83% |
$192K - $220K
|
27.3K
$1.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-63- 0.66% |
$3.3K - $3.78K
|
9.47K
$593K
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-14.6K- 80.95% |
$765K - $875K
|
3.44K
$215K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.34K+ 12.74% |
$70.2K - $80.4K
|
11.9K
$743K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-20- 0.47% |
$1.05K - $1.2K
|
4.21K
$263K
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1K- 17.2% |
$52.4K - $59.9K
|
4.81K
$301K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-22.9K- 16.52% |
$1.2M - $1.37M
|
116K
$7.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.9K- 4.39% |
$309K - $354K
|
129K
$8.05M
|