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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
9.78K+ 46.5% |
$576K - $620K
|
30.8K
$1.94M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
212+ 0.67% |
$12.5K - $13.4K
|
32K
$2.01M
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
BUY
|
- |
67.3KNew |
$3.96M - $4.27M
|
67.3K
$4.23M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
97+ 0.99% |
$5.71K - $6.15K
|
9.85K
$619K
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
1K+ 6.31% |
$58.9K - $63.4K
|
16.8K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
187+ 4.38% |
$11K - $11.9K
|
4.46K
$280K
|
|
|
May 02, 2023
Q1 2023
|
Zenyatta Capital Management LP
|
SELL
|
- |
-25K- 50.0% |
$1.47M - $1.59M
|
25K
$1.57M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-764- 23.2% |
$45K - $48.4K
|
2.53K
$159K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-33- 38.82% |
$1.94K - $2.09K
|
52
$3.27K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
25+ 0.32% |
$1.47K - $1.59K
|
7.96K
$500K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
4.36KNew |
$257K - $277K
|
4.36K
$274K
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
598+ 3.36% |
$35.2K - $37.9K
|
18.4K
$1.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
479+ 9.12% |
$28.2K - $30.4K
|
5.73K
$360K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-23- 6.44% |
$1.35K - $1.46K
|
334
$21K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
5.31KNew |
$313K - $337K
|
5.31K
$334K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4.01K+ 91.83% |
$236K - $254K
|
8.38K
$527K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
800New |
$47.1K - $50.7K
|
800
$50.3K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
688+ 0.24% |
$40.5K - $43.6K
|
286K
$18M
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.65K- 23.59% |
$97K - $104K
|
5.34K
$335K
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-18.6K- 95.82% |
$1.09M - $1.18M
|
810
$50.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-14.6K- 61.55% |
$858K - $924K
|
9.11K
$572K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-3.14K- 14.76% |
$185K - $199K
|
18.1K
$1.14M
|
|
|
Apr 13, 2023
Q1 2023
|
Independent Investors Inc
|
SELL
|
- |
-1.88K- 4.92% |
$110K - $119K
|
36.2K
$2.28M
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-77K- 61.76% |
$4.53M - $4.88M
|
47.7K
$3M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
3.23KNew |
$190K - $204K
|
3.23K
$203K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.31KNew |
$195K - $210K
|
3.31K
$208K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-3.35K- 43.5% |
$197K - $212K
|
4.35K
$273K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5.4K+ 3.18% |
$318K - $343K
|
176K
$11M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
BUY
|
- |
39+ 1.17% |
$2.3K - $2.47K
|
3.37K
$212K
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-200- 10.0% |
$11.8K - $12.7K
|
1.8K
$113K
|
|
| Q4 2022 | |||||||
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-5.92KClosed |
$322K - $381K
|
0
$0
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
350New |
$19K - $22.5K
|
350
$22K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-3.62KClosed |
$197K - $233K
|
0
$0
|
|
|
Aug 15, 2023
Q4 2022
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
7.74K+ 56.29% |
$421K - $498K
|
21.5K
$1.35M
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
3.59KNew |
$195K - $231K
|
3.59K
$226K
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
5.56KNew |
$302K - $358K
|
5.56K
$349K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.92KNew |
$159K - $188K
|
2.92K
$184K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
13.2KNew |
$720K - $852K
|
13.2K
$831K
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
5.28KNew |
$287K - $340K
|
5.28K
$331K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1New |
$54.4 - $64.4
|
1
$62.8
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-19- 3.65% |
$1.03K - $1.22K
|
501
$31.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Security Asset Management
|
BUY
|
- |
2.18K+ 60.61% |
$119K - $140K
|
5.78K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.36K- 9.32% |
$74K - $87.5K
|
13.2K
$831K
|
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-1.33K- 7.81% |
$72.1K - $85.3K
|
15.7K
$983K
|
|
|
Feb 14, 2023
Q4 2022
|
University Of Texas
|
BUY
|
- |
3KNew |
$163K - $193K
|
3K
$189K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-446- 1.79% |
$24.3K - $28.7K
|
24.4K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-3.6K- 11.24% |
$196K - $232K
|
28.4K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
2.73K+ 24.67% |
$149K - $176K
|
13.8K
$868K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
438+ 1.54% |
$23.8K - $28.2K
|
28.9K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
7.28K+ 3731.28% |
$396K - $468K
|
7.47K
$469K
|
|