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 |
---|---|---|---|---|---|---|---|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
468+ 2.09% |
$28.5K - $33.8K
|
22.9K
$1.62M
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
450+ 8.53% |
$27.4K - $32.5K
|
5.73K
$405K
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
418+ 9.28% |
$25.4K - $30.2K
|
4.92K
$348K
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
409+ 449.45% |
$24.9K - $29.6K
|
500
$35.4K
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
400+ 12.46% |
$24.3K - $28.9K
|
3.61K
$255K
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
400+ 3.83% |
$24.3K - $28.9K
|
10.8K
$767K
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
390+ 2.22% |
$23.7K - $28.2K
|
18K
$1.27M
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
360+ 360.0% |
$21.9K - $26K
|
460
$32.5K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
344+ 1.09% |
$20.9K - $24.9K
|
32K
$2.26M
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
344New |
$20.9K - $24.9K
|
344
$24.3K
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
337+ 1.97% |
$20.5K - $24.4K
|
17.4K
$1.23M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
305+ 7.47% |
$18.5K - $22.1K
|
4.39K
$310K
|
|
May 13, 2025
Q1 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
290+ 290.0% |
$17.6K - $21K
|
390
$27.6K
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
250+ 0.24% |
$15.2K - $18.1K
|
105K
$7.39M
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
234+ 2.21% |
$14.2K - $16.9K
|
10.8K
$764K
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
200New |
$12.2K - $14.5K
|
200
$14.1K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
197+ 3.69% |
$12K - $14.2K
|
5.54K
$392K
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
196+ 6.05% |
$11.9K - $14.2K
|
3.44K
$243K
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
187+ 3.34% |
$11.4K - $13.5K
|
5.78K
$409K
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
180+ 22.5% |
$10.9K - $13K
|
980
$69.3K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
160+ 200.0% |
$9.73K - $11.6K
|
240
$17K
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
159+ 2.35% |
$9.67K - $11.5K
|
6.93K
$490K
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
150+ 1.78% |
$9.12K - $10.8K
|
8.59K
$607K
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
143+ 0.72% |
$8.7K - $10.3K
|
20.1K
$1.42M
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
129+ 0.1% |
$7.84K - $9.33K
|
131K
$9.24M
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
125New |
$7.6K - $9.04K
|
125
$8.84K
|
|
May 14, 2025
Q1 2025
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
123+ 1.81% |
$7.48K - $8.9K
|
6.93K
$490K
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
121+ 3.42% |
$7.36K - $8.75K
|
3.66K
$259K
|
|
May 15, 2025
Q1 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
118+ 2.22% |
$7.18K - $8.53K
|
5.43K
$384K
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
103+ 7.65% |
$6.26K - $7.45K
|
1.45K
$102K
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
101+ 1.16% |
$6.14K - $7.3K
|
8.81K
$623K
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
100+ 2.91% |
$6.08K - $7.23K
|
3.54K
$250K
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
100+ 0.84% |
$6.08K - $7.23K
|
11.9K
$845K
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
99+ 3.06% |
$6.02K - $7.16K
|
3.33K
$235K
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
95+ 3.19% |
$5.78K - $6.87K
|
3.07K
$217K
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
89+ 33.46% |
$5.41K - $6.44K
|
355
$25.1K
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
76New |
$4.62K - $5.5K
|
76
$5.37K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
74+ 4.33% |
$4.5K - $5.35K
|
1.78K
$126K
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
72+ 1.3% |
$4.38K - $5.21K
|
5.63K
$398K
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
70New |
$4.26K - $5.06K
|
70
$4.95K
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
58+ 0.44% |
$3.53K - $4.19K
|
13.2K
$932K
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
55New |
$3.34K - $3.98K
|
55
$3.89K
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$3.04K - $3.62K
|
50
$3.54K
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
48+ 0.49% |
$2.92K - $3.47K
|
9.85K
$696K
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
44+ 0.54% |
$2.68K - $3.18K
|
8.2K
$580K
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
40+ 0.4% |
$2.43K - $2.89K
|
10.1K
$715K
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
31+ 0.32% |
$1.89K - $2.24K
|
9.73K
$688K
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
30+ 2.48% |
$1.82K - $2.17K
|
1.24K
$87.6K
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
29+ 6.68% |
$1.76K - $2.1K
|
463
$32.7K
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
27+ 0.41% |
$1.64K - $1.95K
|
6.65K
$470K
|