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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
30.7KNew |
$1.89M - $2.2M
|
30.7K
$2.14M
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
4.67KNew |
$289K - $335K
|
4.67K
$326K
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
382+ 66.67% |
$23.6K - $27.4K
|
955
$66.5K
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
32+ 0.66% |
$1.98K - $2.29K
|
4.91K
$342K
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
49+ 0.46% |
$3.03K - $3.51K
|
10.6K
$741K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.54KNew |
$157K - $182K
|
2.54K
$177K
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
40.5K+ 741.22% |
$2.5M - $2.91M
|
46K
$3.2M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-150- 2.49% |
$9.26K - $10.8K
|
5.87K
$409K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
248+ 5.55% |
$15.3K - $17.8K
|
4.72K
$329K
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-1.5K- 15.51% |
$92.6K - $108K
|
8.17K
$569K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.4KNew |
$210K - $244K
|
3.4K
$237K
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
3.91KNew |
$242K - $281K
|
3.91K
$273K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5.4KNew |
$334K - $388K
|
5.4K
$376K
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-21.4K- 50.73% |
$1.32M - $1.54M
|
20.8K
$1.45M
|
|
Feb 07, 2025
Q4 2024
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
4.05KNew |
$250K - $291K
|
4.05K
$282K
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
37+ 0.72% |
$2.28K - $2.65K
|
5.19K
$361K
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-64- 1.02% |
$3.95K - $4.59K
|
6.2K
$432K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1KNew |
$61.7K - $71.7K
|
1K
$69.7K
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
157KNew |
$9.66M - $11.2M
|
157K
$10.9M
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
89New |
$5.49K - $6.38K
|
89
$6.2K
|
|
Feb 06, 2025
Q4 2024
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
47.2KNew |
$2.91M - $3.38M
|
47.2K
$3.29M
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-8- 0.05% |
$494 - $574
|
14.7K
$1.03M
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-3.51K- 45.89% |
$217K - $252K
|
4.14K
$289K
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.45K- 28.34% |
$89.5K - $104K
|
3.67K
$255K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
503New |
$31.1K - $36.1K
|
503
$35K
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
9.02KNew |
$557K - $647K
|
9.02K
$628K
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-56- 0.06% |
$3.46K - $4.02K
|
100K
$6.97M
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
24+ 1.19% |
$1.48K - $1.72K
|
2.04K
$142K
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
4.23K+ 4.26% |
$261K - $303K
|
103K
$7.2M
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
18+ 0.59% |
$1.11K - $1.29K
|
3.09K
$215K
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-7.8K- 43.73% |
$482K - $559K
|
10K
$699K
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
79+ 8.71% |
$4.88K - $5.67K
|
986
$68.7K
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-323- 9.08% |
$19.9K - $23.2K
|
3.23K
$225K
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
1.8K+ 33.86% |
$111K - $129K
|
7.13K
$497K
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
92.5KNew |
$5.71M - $6.63M
|
92.5K
$6.44M
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19+ 0.07% |
$1.17K - $1.36K
|
25.6K
$1.78M
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.76KNew |
$232K - $269K
|
3.76K
$262K
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-125- 65.1% |
$7.72K - $8.96K
|
67
$4.67K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-40- 0.9% |
$2.47K - $2.87K
|
4.42K
$308K
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-200- 1.09% |
$12.3K - $14.3K
|
18.2K
$1.27M
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-177- 2.6% |
$10.9K - $12.7K
|
6.63K
$462K
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-6.19K- 63.21% |
$382K - $444K
|
3.6K
$251K
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-299- 1.34% |
$18.5K - $21.4K
|
22.1K
$1.54M
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
143+ 3.3% |
$8.83K - $10.3K
|
4.48K
$312K
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
35.7K+ 68.84% |
$2.21M - $2.56M
|
87.6K
$6.11M
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
310New |
$19.1K - $22.2K
|
310
$21.6K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-419K- 99.9% |
$25.9M - $30.1M
|
424
$29.5K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.26K+ 9.79% |
$387K - $449K
|
70.2K
$4.89M
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
45+ 0.58% |
$2.78K - $3.23K
|
7.74K
$539K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
64+ 0.5% |
$3.95K - $4.59K
|
12.8K
$891K
|