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 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.37K+ 32.22% |
$74.2K - $87.9K
|
5.6K
$352K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
SELL
|
- |
-393- 10.79% |
$21.4K - $25.3K
|
3.25K
$204K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.39K+ 4.0% |
$75.5K - $89.3K
|
36K
$2.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
6.35K+ 12.28% |
$346K - $409K
|
58.1K
$3.65M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
869New |
$47.3K - $55.9K
|
869
$54.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-384- 0.23% |
$20.9K - $24.7K
|
169K
$10.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1.54K+ 2.67% |
$83.6K - $98.9K
|
59.1K
$3.72M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
260+ 58.56% |
$14.1K - $16.7K
|
704
$44.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-752- 15.82% |
$40.9K - $48.4K
|
4K
$251K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
461+ 1.26% |
$25.1K - $29.7K
|
37K
$2.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3.36KNew |
$182K - $216K
|
3.36K
$211K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-7.05K- 14.05% |
$384K - $454K
|
43.2K
$2.71M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
359+ 4.88% |
$19.5K - $23.1K
|
7.71K
$484K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-569- 3.45% |
$30.9K - $36.6K
|
15.9K
$1M
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Ridge Investments LLC
|
BUY
|
- |
3.21KNew |
$175K - $207K
|
3.21K
$202K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
406+ 1.28% |
$22.1K - $26.1K
|
32.2K
$2.03M
|
|
|
Jan 23, 2023
Q4 2022
|
Goodwin Daniel L
|
BUY
|
- |
4KNew |
$218K - $257K
|
4K
$251K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
696+ 1.19% |
$37.9K - $44.8K
|
59.1K
$3.71M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
419+ 2.5% |
$22.8K - $27K
|
17.2K
$1.08M
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
3.49KNew |
$190K - $225K
|
3.49K
$219K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-594K- 74.92% |
$32.3M - $38.2M
|
199K
$12.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
3.41KNew |
$186K - $220K
|
3.41K
$214K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.14K+ 31.18% |
$116K - $138K
|
9K
$566K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
400+ 7.63% |
$21.8K - $25.7K
|
5.64K
$355K
|
|
|
Jan 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-127- 0.39% |
$6.91K - $8.17K
|
32.8K
$2.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
62.2K+ 31.18% |
$3.38M - $4M
|
262K
$16.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
1.73KNew |
$93.9K - $111K
|
1.73K
$108K
|
|
|
Jan 17, 2023
Q4 2022
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-378- 9.66% |
$20.6K - $24.3K
|
3.54K
$222K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-164- 1.02% |
$8.92K - $10.6K
|
15.9K
$999K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.41KNew |
$131K - $155K
|
2.41K
$152K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-908- 0.22% |
$49.4K - $58.4K
|
412K
$25.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
3.21KNew |
$175K - $207K
|
3.21K
$202K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
33.3KNew |
$1.81M - $2.14M
|
33.3K
$2.09M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
386New |
$21K - $24.8K
|
386
$24.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-166- 0.57% |
$9.03K - $10.7K
|
29.2K
$1.83M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3.33KNew |
$181K - $214K
|
3.33K
$209K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
320New |
$17.4K - $20.6K
|
320
$20.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.39KNew |
$130K - $154K
|
2.39K
$150K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3New |
$163 - $193
|
3
$189
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
4.99KNew |
$271K - $321K
|
4.99K
$313K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.59KClosed |
$88.9K - $104K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
500+ 2.56% |
$28K - $32.6K
|
20K
$1.26M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-2.37KClosed |
$133K - $155K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
10.9K+ 0.49% |
$611K - $712K
|
2.22M
$140M
|
|
|
Nov 29, 2022
Q3 2022
|
Salem Capital Management Inc
|
BUY
|
- |
159+ 3.79% |
$8.91K - $10.4K
|
4.36K
$274K
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
7.87KNew |
$441K - $513K
|
7.87K
$495K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
742+ 11.34% |
$41.6K - $48.4K
|
7.29K
$458K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
50+ 0.1% |
$2.8K - $3.26K
|
50.8K
$3.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-8.99K- 41.07% |
$504K - $586K
|
12.9K
$811K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
678+ 2.35% |
$38K - $44.2K
|
29.6K
$1.86M
|
|