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 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
400+ 9.75% |
$21.8K - $25.7K
|
4.5K
$315K
|
|
Feb 13, 2023
Q4 2022
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
CALL |
-3K- 0.15% |
$163K - $193K
|
2M
$140M
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
50New |
$2.72K - $3.22K
|
50
$3.5K
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.23KNew |
$175K - $208K
|
3.23K
$225K
|
|
Feb 10, 2023
Q4 2022
|
Aigen Investment Management, LP
|
SELL
|
- |
-135K- 92.46% |
$7.36M - $8.71M
|
11K
$771K
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
3.89KNew |
$211K - $250K
|
3.89K
$272K
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-695- 6.06% |
$37.8K - $44.7K
|
10.8K
$753K
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.23KNew |
$176K - $208K
|
3.23K
$226K
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-54.2K- 74.76% |
$2.95M - $3.49M
|
18.3K
$1.28M
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-62.8K- 82.51% |
$3.41M - $4.04M
|
13.3K
$930K
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3.86KNew |
$210K - $249K
|
3.86K
$270K
|
|
Feb 10, 2023
Q4 2022
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
11K+ 20.37% |
$598K - $708K
|
65K
$4.54M
|
|
Feb 10, 2023
Q4 2022
|
Allen Operations LLC
|
BUY
|
- |
33.2K+ 50.41% |
$1.81M - $2.14M
|
99.1K
$6.92M
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
3.86KNew |
$210K - $248K
|
3.86K
$270K
|
|
Feb 09, 2023
Q4 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-34- 0.94% |
$1.85K - $2.19K
|
3.58K
$250K
|
|
Feb 09, 2023
Q4 2022
|
Opus Investment Management Inc
|
SELL
|
- |
-20K- 20.62% |
$1.09M - $1.29M
|
77K
$5.38M
|
|
Feb 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-11- 0.13% |
$598 - $708
|
8.62K
$602K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
60New |
$3.26K - $3.86K
|
60
$4.19K
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-279- 6.48% |
$15.2K - $18K
|
4.03K
$281K
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
1.04K+ 6.11% |
$56.6K - $67K
|
18.1K
$1.26M
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3.19KNew |
$173K - $205K
|
3.19K
$223K
|
|
Feb 08, 2023
Q4 2022
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-1K- 6.67% |
$54.4K - $64.4K
|
14K
$979K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
4.9K+ 39.84% |
$267K - $315K
|
17.2K
$1.2M
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-5- 0.05% |
$272 - $322
|
10.6K
$740K
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
703New |
$38.2K - $45.3K
|
703
$49.1K
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
175+ 0.17% |
$9.52K - $11.3K
|
102K
$7.13M
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
323New |
$17.6K - $20.8K
|
323
$22.6K
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-100- 0.29% |
$5.44K - $6.44K
|
34.6K
$2.42M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
827+ 0.67% |
$45K - $53.2K
|
125K
$8.74M
|
|
Feb 03, 2023
Q4 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
3.24KNew |
$176K - $208K
|
3.24K
$226K
|
|
Feb 03, 2023
Q4 2022
|
Lipe & Dalton
|
SELL
|
- |
-400- 18.18% |
$21.8K - $25.7K
|
1.8K
$126K
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.37K+ 32.22% |
$74.2K - $87.9K
|
5.6K
$392K
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
SELL
|
- |
-393- 10.79% |
$21.4K - $25.3K
|
3.25K
$227K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.39K+ 4.0% |
$75.5K - $89.3K
|
36K
$2.52M
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
6.35K+ 12.28% |
$346K - $409K
|
58.1K
$4.06M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
869New |
$47.3K - $55.9K
|
869
$60.7K
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
3.24KNew |
$176K - $208K
|
3.24K
$226K
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-384- 0.23% |
$20.9K - $24.7K
|
169K
$11.8M
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1.54K+ 2.67% |
$83.6K - $98.9K
|
59.1K
$4.13M
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
260+ 58.56% |
$14.1K - $16.7K
|
704
$49.2K
|
|
Jan 26, 2023
Q4 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-752- 15.82% |
$40.9K - $48.4K
|
4K
$280K
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
461+ 1.26% |
$25.1K - $29.7K
|
37K
$2.58M
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
3.15KNew |
$171K - $203K
|
3.15K
$220K
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3.36KNew |
$182K - $216K
|
3.36K
$235K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-7.05K- 14.05% |
$384K - $454K
|
43.2K
$3.02M
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
359+ 4.88% |
$19.5K - $23.1K
|
7.71K
$539K
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-569- 3.45% |
$30.9K - $36.6K
|
15.9K
$1.11M
|
|
Jan 24, 2023
Q4 2022
|
Oak Ridge Investments LLC
|
BUY
|
- |
3.21KNew |
$175K - $207K
|
3.21K
$225K
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
406+ 1.28% |
$22.1K - $26.1K
|
32.2K
$2.25M
|
|
Jan 23, 2023
Q4 2022
|
Goodwin Daniel L
|
BUY
|
- |
4KNew |
$218K - $257K
|
4K
$280K
|