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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
3.66KNew |
$223K - $265K
|
3.66K
$259K
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.66KNew |
$223K - $265K
|
3.66K
$259K
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.64KNew |
$221K - $263K
|
3.64K
$257K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.63K+ 4.91% |
$221K - $263K
|
77.6K
$5.49M
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
3.6KNew |
$219K - $260K
|
3.6K
$255K
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
3.54KNew |
$215K - $256K
|
3.54K
$250K
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
3.52KNew |
$214K - $255K
|
3.52K
$249K
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.52K+ 6.2% |
$214K - $254K
|
60.2K
$4.26M
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3.46KNew |
$211K - $250K
|
3.46K
$245K
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
3.46KNew |
$211K - $250K
|
3.46K
$245K
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.42KNew |
$208K - $247K
|
3.42K
$242K
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
3.3KNew |
$201K - $239K
|
3.3K
$233K
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.28KNew |
$199K - $237K
|
3.28K
$232K
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.22KNew |
$196K - $233K
|
3.22K
$227K
|
|
May 15, 2025
Q1 2025
|
Unio Capital LLC
|
BUY
|
- |
3.2KNew |
$195K - $231K
|
3.2K
$226K
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
3.17KNew |
$193K - $229K
|
3.17K
$224K
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.16KNew |
$192K - $229K
|
3.16K
$224K
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3.14KNew |
$191K - $227K
|
3.14K
$222K
|
|
Apr 28, 2025
Q1 2025
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
3.13KNew |
$190K - $226K
|
3.13K
$221K
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
3.12KNew |
$190K - $226K
|
3.12K
$221K
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
3.1KNew |
$188K - $224K
|
3.1K
$219K
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.09KNew |
$188K - $223K
|
3.09K
$218K
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
3.06KNew |
$186K - $221K
|
3.06K
$216K
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
3.03K+ 23.46% |
$184K - $219K
|
16K
$1.13M
|
|
May 09, 2025
Q1 2025
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
3.03KNew |
$184K - $219K
|
3.03K
$214K
|
|
May 14, 2025
Q1 2025
|
Fosun International LTD
|
BUY
|
- |
3.02KNew |
$183K - $218K
|
3.02K
$213K
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.02KNew |
$183K - $218K
|
3.02K
$213K
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3.02KNew |
$183K - $218K
|
3.02K
$213K
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.01KNew |
$183K - $217K
|
3.01K
$213K
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
3.01KNew |
$183K - $217K
|
3.01K
$212K
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
3K+ 59.29% |
$182K - $217K
|
8.06K
$570K
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.98KNew |
$181K - $215K
|
2.98K
$210K
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2.98KNew |
$181K - $215K
|
2.98K
$210K
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.97KNew |
$180K - $215K
|
2.97K
$210K
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.96KNew |
$180K - $214K
|
2.96K
$210K
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
2.95KNew |
$180K - $213K
|
2.95K
$209K
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.94K+ 2.57% |
$179K - $212K
|
117K
$8.3M
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
2.93KNew |
$178K - $212K
|
2.93K
$207K
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.93KNew |
$178K - $212K
|
2.93K
$207K
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.92KNew |
$178K - $211K
|
2.92K
$206K
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.91KNew |
$177K - $210K
|
2.91K
$206K
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.9KNew |
$176K - $210K
|
2.9K
$205K
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
2.88KNew |
$175K - $208K
|
2.88K
$204K
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.87KNew |
$175K - $208K
|
2.87K
$203K
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
2.86KNew |
$174K - $207K
|
2.86K
$202K
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
2.85KNew |
$173K - $206K
|
2.85K
$202K
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
2.84KNew |
$173K - $205K
|
2.84K
$201K
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.84KNew |
$172K - $205K
|
2.84K
$201K
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
2.83KNew |
$172K - $205K
|
2.83K
$200K
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.81KNew |
$171K - $203K
|
2.81K
$199K
|