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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.21KNew |
$63.5K - $72.7K
|
1.21K
$84.8K
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
1.11KNew |
$58.2K - $66.6K
|
1.11K
$77.7K
|
|
Jan 05, 2024
Q4 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.05KNew |
$55.2K - $63.2K
|
1.05K
$73.7K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
951New |
$49.8K - $57K
|
951
$66.5K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
895+ 1.5% |
$46.9K - $53.6K
|
60.5K
$4.23M
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
881New |
$46.1K - $52.8K
|
881
$61.6K
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
860+ 23.31% |
$45K - $51.5K
|
4.55K
$318K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
817+ 15.89% |
$42.8K - $49K
|
5.96K
$417K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
788+ 0.22% |
$41.3K - $47.2K
|
357K
$25M
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
772+ 21.11% |
$40.4K - $46.3K
|
4.43K
$310K
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
700+ 9.36% |
$36.7K - $42K
|
8.18K
$572K
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
698+ 15.9% |
$36.6K - $41.8K
|
5.09K
$356K
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
655+ 1.07% |
$34.3K - $39.3K
|
61.8K
$4.32M
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
588New |
$30.8K - $35.2K
|
588
$41.1K
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
558+ 7.82% |
$29.2K - $33.4K
|
7.69K
$538K
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
500+ 50.0% |
$26.2K - $30K
|
1.5K
$105K
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
492+ 12.39% |
$25.8K - $29.5K
|
4.46K
$312K
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
460+ 8.8% |
$24.1K - $27.6K
|
5.69K
$398K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
418New |
$21.9K - $25.1K
|
418
$29.2K
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
407New |
$21.3K - $24.4K
|
407
$28.4K
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
386New |
$20.2K - $23.1K
|
386
$27K
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
337+ 5.81% |
$17.7K - $20.2K
|
6.14K
$429K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
277+ 3.26% |
$14.5K - $16.6K
|
8.78K
$614K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
269New |
$14.1K - $16.1K
|
269
$18.8K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
268New |
$14K - $16.1K
|
268
$18.7K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
262+ 6.1% |
$13.7K - $15.7K
|
4.56K
$318K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
202New |
$10.6K - $12.1K
|
202
$14.1K
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
200+ 4.53% |
$10.5K - $12K
|
4.61K
$322K
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
200New |
$10.5K - $12K
|
200
$14K
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
178+ 2.44% |
$9.32K - $10.7K
|
7.48K
$523K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
170New |
$8.9K - $10.2K
|
170
$11.9K
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
159+ 1.46% |
$8.33K - $9.53K
|
11.1K
$774K
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
157+ 3.46% |
$8.22K - $9.41K
|
4.69K
$328K
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
133+ 2.3% |
$6.97K - $7.97K
|
5.92K
$414K
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
126New |
$6.6K - $7.55K
|
126
$8.81K
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
119+ 1.15% |
$6.23K - $7.13K
|
10.4K
$729K
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
96+ 1.93% |
$5.03K - $5.75K
|
5.07K
$354K
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
90+ 1.85% |
$4.71K - $5.39K
|
4.96K
$347K
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
74+ 0.86% |
$3.88K - $4.43K
|
8.7K
$608K
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
64New |
$3.35K - $3.84K
|
64
$4.47K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
44+ 6.92% |
$2.3K - $2.64K
|
680
$47.5K
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
31+ 0.73% |
$1.62K - $1.86K
|
4.27K
$299K
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
14+ 1.85% |
$733 - $839
|
770
$53.8K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
11New |
$576 - $659
|
11
$769
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
8+ 0.08% |
$419 - $479
|
10.4K
$728K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 1.35% |
$105 - $120
|
150
$10.5K
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
1+ 0.02% |
$52.4 - $59.9
|
5.21K
$364K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.56M+ 68.93% |
$86.9M - $98.2M
|
3.82M
$267M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.04MNew |
$58.3M - $65.8M
|
1.04M
$73M
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
100KNew |
$5.58M - $6.31M
|
100K
$6.99M
|