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 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
4.98K+ 31.12% |
$297K - $320K
|
21K
$1.47M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.66K+ 2.33% |
$159K - $171K
|
117K
$8.16M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
213+ 1.39% |
$12.7K - $13.7K
|
15.6K
$1.09M
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-834- 13.43% |
$49.8K - $53.6K
|
5.38K
$376K
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
31+ 0.52% |
$1.85K - $1.99K
|
5.95K
$416K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
213+ 1.39% |
$12.7K - $13.7K
|
15.6K
$1.09M
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.5K- 25.53% |
$89.5K - $96.5K
|
4.38K
$306K
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-11K- 99.11% |
$656K - $707K
|
99
$6.92K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-14- 3.95% |
$835 - $900
|
340
$23.8K
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.32KNew |
$138K - $149K
|
2.32K
$162K
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-1.72K- 2.55% |
$103K - $111K
|
66K
$4.61M
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-300- 7.56% |
$17.9K - $19.3K
|
3.67K
$257K
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
114+ 2.62% |
$6.8K - $7.33K
|
4.47K
$313K
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
140+ 45.75% |
$8.35K - $9K
|
446
$31.2K
|
|
Jul 14, 2023
Q2 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 6.18% |
$97.1K - $105K
|
24.7K
$1.73M
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.52KNew |
$210K - $226K
|
3.52K
$246K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-638- 4.98% |
$38.1K - $41K
|
12.2K
$852K
|
|
Jul 11, 2023
Q2 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
1.25K+ 12.86% |
$74.6K - $80.4K
|
11K
$767K
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
8.04KNew |
$480K - $517K
|
8.04K
$562K
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.18K- 17.81% |
$70.4K - $75.9K
|
5.45K
$381K
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.24K+ 29.8% |
$73.7K - $79.5K
|
5.38K
$376K
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
114New |
$6.8K - $7.33K
|
114
$7.97K
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
3.59KNew |
$214K - $231K
|
3.59K
$251K
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
4+ 0.11% |
$239 - $257
|
3.54K
$247K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
46KNew |
$2.71M - $2.92M
|
46K
$3.22M
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
CALL |
-58K- 8.64% |
$3.41M - $3.68M
|
613K
$42.8M
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
320New |
$18.8K - $20.3K
|
320
$22.4K
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-6.22KClosed |
$366K - $394K
|
0
$0
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
3.4KNew |
$200K - $215K
|
3.4K
$237K
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-1.09K- 8.81% |
$64K - $68.9K
|
11.3K
$787K
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.26KNew |
$74.2K - $79.9K
|
1.26K
$88.1K
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-9.52K- 6.13% |
$560K - $604K
|
146K
$10.2M
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
16KNew |
$942K - $1.01M
|
16K
$1.12M
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-5.2K- 99.05% |
$306K - $330K
|
50
$3.5K
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
176K+ 45.61% |
$10.3M - $11.1M
|
561K
$39.2M
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
44.3KNew |
$2.61M - $2.81M
|
44.3K
$3.1M
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
154New |
$9.06K - $9.76K
|
154
$10.8K
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-622- 10.46% |
$36.6K - $39.4K
|
5.33K
$372K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.01K- 5.9% |
$59.4K - $64K
|
16.1K
$1.12M
|
|
May 15, 2023
Q1 2023
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
145KNew |
$8.56M - $9.22M
|
145K
$10.2M
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
500+ 2.8% |
$29.4K - $31.7K
|
18.4K
$1.28M
|
|
May 15, 2023
Q1 2023
|
Connacht Asset Management LP
New York, NY |
SELL
|
- |
-6.69K- 49.37% |
$394K - $424K
|
6.86K
$479K
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-110- 3.01% |
$6.47K - $6.97K
|
3.55K
$248K
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-1.48M- 64.24% |
$87.2M - $93.9M
|
824K
$57.6M
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-400- 84.75% |
$23.5K - $25.4K
|
72
$5.03K
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.55K+ 12.52% |
$91.3K - $98.3K
|
13.9K
$974K
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-32- 3.26% |
$1.88K - $2.03K
|
950
$66.4K
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-71.6K- 35.27% |
$4.22M - $4.54M
|
132K
$9.19M
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
20KNew |
$1.18M - $1.27M
|
20K
$1.4M
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-71- 1.79% |
$4.18K - $4.5K
|
3.89K
$272K
|