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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
267New |
$15.5K - $17.1K
|
267
$18.9K
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
212New |
$12.3K - $13.6K
|
212
$15K
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
118+ 1.83% |
$6.85K - $7.57K
|
6.57K
$465K
|
|
Aug 12, 2024
Q2 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
100+ 0.02% |
$5.81K - $6.42K
|
456K
$32.3M
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
100New |
$5.81K - $6.42K
|
100
$7.07K
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
85+ 2.47% |
$4.94K - $5.45K
|
3.53K
$250K
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
75+ 62.5% |
$4.35K - $4.81K
|
195
$13.8K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
70+ 2.11% |
$4.06K - $4.49K
|
3.38K
$239K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
60New |
$3.48K - $3.85K
|
60
$4.24K
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
59+ 2.56% |
$3.43K - $3.78K
|
2.37K
$167K
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
30+ 2.04% |
$1.74K - $1.92K
|
1.5K
$106K
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
16+ 66.67% |
$929 - $1.03K
|
40
$2.83K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
13+ 0.38% |
$755 - $834
|
3.4K
$241K
|
|
Aug 07, 2024
Q2 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
7+ 0.2% |
$406 - $449
|
3.49K
$247K
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
2+ 0.01% |
$116 - $128
|
25.7K
$1.81M
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2+ 0.03% |
$116 - $128
|
7.06K
$499K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.1% |
$58.1 - $64.2
|
1.02K
$72.2K
|
|
Q1 2024 | |||||||
Apr 25, 2024
Q1 2024
|
Focused Investors Fund L P
Los Angeles, CA |
BUY
|
- |
1.05MNew |
$62.1M - $64.6M
|
1.05M
$74.5M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
105K+ 39.86% |
$6.16M - $6.4M
|
367K
$25.9M
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
73.4K+ 191.15% |
$4.33M - $4.5M
|
112K
$7.91M
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
64.2K+ 198.26% |
$3.78M - $3.93M
|
96.6K
$6.83M
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
29.8KNew |
$1.75M - $1.82M
|
29.8K
$2.11M
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
28.6KNew |
$1.68M - $1.75M
|
28.6K
$2.02M
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
28.3KNew |
$1.67M - $1.73M
|
28.3K
$2M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
25.3KNew |
$1.49M - $1.55M
|
25.3K
$1.79M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
22.2K+ 73.28% |
$1.31M - $1.36M
|
52.5K
$3.72M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20K+ 4.08% |
$1.18M - $1.22M
|
509K
$36M
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
16.3K+ 2.38% |
$960K - $998K
|
702K
$49.6M
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$738K - $767K
|
12.5K
$886K
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
10.2KNew |
$602K - $626K
|
10.2K
$723K
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
9.65KNew |
$569K - $591K
|
9.65K
$682K
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
9.58K+ 50.26% |
$565K - $587K
|
28.6K
$2.03M
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
8KNew |
$471K - $490K
|
8K
$566K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.39KNew |
$436K - $453K
|
7.39K
$523K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
7.39K+ 10.68% |
$435K - $452K
|
76.6K
$5.42M
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
6.63KNew |
$391K - $406K
|
6.63K
$469K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.7K+ 18.35% |
$277K - $288K
|
30.3K
$2.14M
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
4.49KNew |
$264K - $275K
|
4.49K
$317K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.35K+ 6.34% |
$256K - $266K
|
72.9K
$5.16M
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
3.66K+ 0.96% |
$216K - $224K
|
387K
$27.3M
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
3.65KNew |
$215K - $224K
|
3.65K
$258K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.59KNew |
$211K - $220K
|
3.59K
$254K
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
3.58KNew |
$211K - $219K
|
3.58K
$253K
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.51K+ 77.98% |
$207K - $215K
|
8.01K
$566K
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
3.43KNew |
$202K - $210K
|
3.43K
$242K
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
3.37KNew |
$198K - $206K
|
3.37K
$238K
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
3.29KNew |
$194K - $202K
|
3.29K
$233K
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.59K+ 62.92% |
$153K - $159K
|
6.71K
$475K
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
2.49K+ 28.03% |
$147K - $152K
|
11.4K
$804K
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2.37K+ 32.07% |
$140K - $145K
|
9.77K
$691K
|