Latest Institutional Purchases of Coca Cola CO (KO)
This list provides information on the latest institutional transactions involving Coca Cola CO (KO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
750New |
$43.5K - $48.1K
|
750
$46.8K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
687New |
$39.9K - $44.1K
|
687
$42.9K
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
600New |
$34.8K - $38.5K
|
600
$37.5K
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
594+ 12.88% |
$34.5K - $38.1K
|
5.21K
$325K
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
570+ 19000.0% |
$33.1K - $36.6K
|
573
$35.8K
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
560+ 9.3% |
$32.5K - $35.9K
|
6.58K
$411K
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
520+ 10.96% |
$30.2K - $33.4K
|
5.27K
$329K
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
504+ 3.81% |
$29.3K - $32.3K
|
13.7K
$859K
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
500+ 2.16% |
$29K - $32.1K
|
23.6K
$1.48M
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
448+ 6.19% |
$26K - $28.7K
|
7.68K
$480K
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
442+ 2.67% |
$25.7K - $28.4K
|
17K
$1.06M
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
432New |
$25.1K - $27.7K
|
432
$27K
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
418New |
$24.3K - $26.8K
|
418
$26.1K
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
400+ 3.13% |
$23.2K - $25.7K
|
13.2K
$824K
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
372+ 0.52% |
$21.6K - $23.9K
|
72.5K
$4.53M
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
332+ 8.3% |
$19.3K - $21.3K
|
4.33K
$270K
|
|
Aug 05, 2024
Q2 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
325+ 8.42% |
$18.9K - $20.8K
|
4.18K
$261K
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
300New |
$17.4K - $19.2K
|
300
$18.7K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
289New |
$16.8K - $18.5K
|
289
$18K
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
283+ 5.86% |
$16.4K - $18.2K
|
5.11K
$319K
|
|
Aug 02, 2024
Q2 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
275+ 0.53% |
$16K - $17.6K
|
52.6K
$3.29M
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
BUY
|
- |
270+ 5.31% |
$15.7K - $17.3K
|
5.36K
$335K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
267New |
$15.5K - $17.1K
|
267
$16.7K
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
251+ 0.56% |
$14.6K - $16.1K
|
44.9K
$2.81M
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
219+ 1.86% |
$12.7K - $14K
|
12K
$749K
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
212New |
$12.3K - $13.6K
|
212
$13.2K
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
208+ 4.77% |
$12.1K - $13.3K
|
4.57K
$285K
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
200New |
$11.6K - $12.8K
|
200
$12.5K
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
200+ 1.19% |
$11.6K - $12.8K
|
17.1K
$1.07M
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
196+ 2.72% |
$11.4K - $12.6K
|
7.41K
$463K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
192New |
$11.1K - $12.3K
|
192
$12K
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
154+ 1.81% |
$8.94K - $9.88K
|
8.67K
$541K
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
124+ 1.44% |
$7.2K - $7.95K
|
8.76K
$547K
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
119+ 1.8% |
$6.91K - $7.63K
|
6.73K
$420K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
105+ 2.35% |
$6.1K - $6.74K
|
4.56K
$285K
|
|
Aug 12, 2024
Q2 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
100+ 0.02% |
$5.81K - $6.42K
|
456K
$28.5M
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
100New |
$5.81K - $6.42K
|
100
$6.25K
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
85+ 2.47% |
$4.94K - $5.45K
|
3.53K
$221K
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
75+ 62.5% |
$4.35K - $4.81K
|
195
$12.2K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
70+ 2.11% |
$4.06K - $4.49K
|
3.38K
$211K
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
65+ 14.44% |
$3.77K - $4.17K
|
515
$32.2K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
60New |
$3.48K - $3.85K
|
60
$3.75K
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
59+ 2.56% |
$3.43K - $3.78K
|
2.37K
$148K
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
50+ 0.44% |
$2.9K - $3.21K
|
11.4K
$714K
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
30+ 2.04% |
$1.74K - $1.92K
|
1.5K
$93.6K
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
20+ 8.37% |
$1.16K - $1.28K
|
259
$16.2K
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
18+ 0.11% |
$1.05K - $1.15K
|
17K
$1.06M
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
16+ 66.67% |
$929 - $1.03K
|
40
$2.5K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14+ 0.76% |
$813 - $898
|
1.86K
$116K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
13+ 0.38% |
$755 - $834
|
3.4K
$212K
|