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 |
---|---|---|---|---|---|---|---|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.92KNew |
$159K - $188K
|
2.92K
$182K
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
2.73K+ 24.67% |
$149K - $176K
|
13.8K
$862K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.41KNew |
$131K - $155K
|
2.41K
$151K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.39KNew |
$130K - $154K
|
2.39K
$149K
|
|
Feb 14, 2023
Q4 2022
|
Security Asset Management
|
BUY
|
- |
2.18K+ 60.61% |
$119K - $140K
|
5.78K
$361K
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.14K+ 31.18% |
$116K - $138K
|
9K
$562K
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
1.73KNew |
$93.9K - $111K
|
1.73K
$108K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1.54K+ 2.67% |
$83.6K - $98.9K
|
59.1K
$3.69M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.39K+ 4.0% |
$75.5K - $89.3K
|
36K
$2.25M
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.37K+ 32.22% |
$74.2K - $87.9K
|
5.6K
$350K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.14KNew |
$61.8K - $73.2K
|
1.14K
$71K
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
1.04K+ 6.11% |
$56.6K - $67K
|
18.1K
$1.13M
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
PUT |
1KNew |
$54.4K - $64.4K
|
1K
$62.5K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
869New |
$47.3K - $55.9K
|
869
$54.3K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
827+ 0.67% |
$45K - $53.2K
|
125K
$7.81M
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
703New |
$38.2K - $45.3K
|
703
$43.9K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
696+ 1.19% |
$37.9K - $44.8K
|
59.1K
$3.69M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
533+ 234.8% |
$29K - $34.3K
|
760
$47.5K
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
CALL |
488+ 65.15% |
$26.5K - $31.4K
|
1.24K
$77.3K
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
461+ 1.26% |
$25.1K - $29.7K
|
37K
$2.31M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
438+ 1.54% |
$23.8K - $28.2K
|
28.9K
$1.81M
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
419+ 2.5% |
$22.8K - $27K
|
17.2K
$1.07M
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
406+ 1.28% |
$22.1K - $26.1K
|
32.2K
$2.01M
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
400New |
$21.8K - $25.7K
|
400
$25K
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
400+ 9.75% |
$21.8K - $25.7K
|
4.5K
$281K
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
400+ 7.63% |
$21.8K - $25.7K
|
5.64K
$352K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
386New |
$21K - $24.8K
|
386
$24.1K
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
359+ 4.88% |
$19.5K - $23.1K
|
7.71K
$481K
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
350New |
$19K - $22.5K
|
350
$21.9K
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
323New |
$17.6K - $20.8K
|
323
$20.2K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
320New |
$17.4K - $20.6K
|
320
$20K
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
260+ 58.56% |
$14.1K - $16.7K
|
704
$44K
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
184New |
$10K - $11.8K
|
184
$11.5K
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
175+ 0.17% |
$9.52K - $11.3K
|
102K
$6.37M
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
60New |
$3.26K - $3.86K
|
60
$3.75K
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
50New |
$2.72K - $3.22K
|
50
$3.12K
|
|
Feb 14, 2023
Q4 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
41New |
$2.23K - $2.64K
|
41
$2.56K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3New |
$163 - $193
|
3
$187
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1New |
$54.4 - $64.4
|
1
$62.5
|
|
Q3 2022 | |||||||
Nov 07, 2022
Q3 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
CALL |
450KNew |
$25.2M - $29.3M
|
450K
$28.1M
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
288K+ 61.49% |
$16.1M - $18.8M
|
757K
$47.3M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
203K+ 2.23% |
$11.4M - $13.2M
|
9.28M
$580M
|
|
Nov 10, 2022
Q3 2022
|
Capitolis Advisors LLC
New York, NY |
BUY
|
- |
200KNew |
$11.2M - $13M
|
200K
$12.5M
|
|
Nov 14, 2022
Q3 2022
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
PUT |
120KNew |
$6.72M - $7.83M
|
120K
$7.49M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
85K+ 820.05% |
$4.76M - $5.55M
|
95.4K
$5.96M
|
|
Nov 14, 2022
Q3 2022
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
74KNew |
$4.15M - $4.83M
|
74K
$4.62M
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
60.9K+ 126.11% |
$3.41M - $3.97M
|
109K
$6.81M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
32.9K+ 190.98% |
$1.84M - $2.14M
|
50.1K
$3.13M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
32.5KNew |
$1.82M - $2.12M
|
32.5K
$2.03M
|
|
Nov 14, 2022
Q3 2022
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
32.4KNew |
$1.82M - $2.11M
|
32.4K
$2.02M
|