Latest Institutional Transactions on Coca Cola CO (KO)
This table provides information on the latest institutional transactions involving Coca Cola CO (KO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-250- 7.69% |
$15.7K - $18.3K
|
3K
$183K
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2+ 0.06% |
$125 - $146
|
3.16K
$192K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-313- 7.04% |
$19.6K - $22.9K
|
4.14K
$252K
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
654+ 7.79% |
$41K - $47.7K
|
9.05K
$551K
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.89K- 5.1% |
$119K - $138K
|
35.2K
$2.14M
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.78K+ 20.04% |
$112K - $130K
|
10.7K
$649K
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.89KNew |
$181K - $211K
|
2.89K
$176K
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
125+ 0.12% |
$7.84K - $9.13K
|
105K
$6.38M
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-15- 1.3% |
$940 - $1.1K
|
1.14K
$69.1K
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
650+ 1.53% |
$40.7K - $47.5K
|
43.2K
$2.63M
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-267- 2.06% |
$16.7K - $19.5K
|
12.7K
$773K
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-782- 1.25% |
$49K - $57.1K
|
61.5K
$3.74M
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-213- 1.57% |
$13.4K - $15.6K
|
13.4K
$813K
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-190- 1.1% |
$11.9K - $13.9K
|
17K
$1.03M
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-198- 1.12% |
$12.4K - $14.5K
|
17.5K
$1.06M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
13+ 2.09% |
$815 - $949
|
635
$38.6K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-9- 0.2% |
$564 - $657
|
4.46K
$272K
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.18K- 1.77% |
$74K - $86.2K
|
65.5K
$3.99M
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.24% |
$1.25K - $1.46K
|
8.47K
$515K
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-64- 1.6% |
$4.01K - $4.67K
|
3.93K
$239K
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-973- 2.71% |
$61K - $71K
|
34.9K
$2.12M
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
10.2K+ 14.86% |
$641K - $747K
|
79K
$4.81M
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
45+ 1.09% |
$2.82K - $3.29K
|
4.16K
$253K
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
653+ 0.8% |
$40.9K - $47.7K
|
82K
$4.99M
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
167+ 0.67% |
$10.5K - $12.2K
|
25.1K
$1.53M
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-920- 5.47% |
$57.7K - $67.2K
|
15.9K
$968K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.93K+ 11.01% |
$184K - $214K
|
29.5K
$1.8M
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
PUT |
500New |
$31.3K - $36.5K
|
500
$30.4K
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
20+ 0.27% |
$1.25K - $1.46K
|
7.47K
$454K
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.26KNew |
$204K - $238K
|
3.26K
$198K
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
220+ 0.27% |
$13.8K - $16.1K
|
81.8K
$4.97M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.24K- 2.6% |
$203K - $237K
|
121K
$7.37M
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-560- 5.95% |
$35.1K - $40.9K
|
8.85K
$539K
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
99+ 0.74% |
$6.21K - $7.23K
|
13.5K
$824K
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-82- 1.77% |
$5.14K - $5.99K
|
4.55K
$277K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
62.8K+ 110.95% |
$3.94M - $4.59M
|
119K
$7.27M
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.62K+ 10.93% |
$101K - $118K
|
16.4K
$999K
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-921- 15.42% |
$57.7K - $67.2K
|
5.05K
$307K
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-2.36K- 4.63% |
$148K - $173K
|
48.7K
$2.97M
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-24- 0.5% |
$1.5K - $1.75K
|
4.78K
$291K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.27K+ 5.27% |
$268K - $312K
|
85.3K
$5.19M
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-3.93K- 9.37% |
$246K - $287K
|
38K
$2.31M
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
20+ 0.58% |
$1.25K - $1.46K
|
3.5K
$213K
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-12.7K- 0.94% |
$798K - $930K
|
1.34M
$81.5M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.15K+ 1.03% |
$72.1K - $84K
|
113K
$6.88M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.37K- 1.13% |
$85.7K - $99.8K
|
120K
$7.28M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.28K- 7.66% |
$80.2K - $93.4K
|
15.4K
$938K
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-81- 0.95% |
$5.08K - $5.91K
|
8.46K
$515K
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.07K+ 0.52% |
$130K - $151K
|
400K
$24.3M
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
29+ 0.49% |
$1.82K - $2.12K
|
6K
$365K
|