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 |
---|---|---|---|---|---|---|---|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
32.3KNew |
$1.8M - $2.04M
|
32.3K
$2.02M
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
1.24K+ 35.3% |
$69.4K - $78.4K
|
4.77K
$298K
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-75- 0.31% |
$4.19K - $4.73K
|
24.4K
$1.52M
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
100New |
$5.58K - $6.31K
|
100
$6.25K
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
22.5KNew |
$1.26M - $1.42M
|
22.5K
$1.41M
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.36K+ 5.74% |
$299K - $338K
|
98.7K
$6.16M
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.76KNew |
$210K - $237K
|
3.76K
$235K
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
202+ 4.04% |
$11.3K - $12.7K
|
5.2K
$325K
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-179- 4.29% |
$9.99K - $11.3K
|
4K
$250K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-21.6K- 36.14% |
$1.21M - $1.36M
|
38.2K
$2.38M
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-4.44K- 14.9% |
$248K - $280K
|
25.3K
$1.58M
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-816- 62.01% |
$45.5K - $51.4K
|
500
$31.2K
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-63- 1.65% |
$3.52K - $3.97K
|
3.75K
$234K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
103+ 0.73% |
$5.75K - $6.49K
|
14.2K
$889K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.39K+ 1.71% |
$245K - $276K
|
260K
$16.3M
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
3.74KNew |
$209K - $236K
|
3.74K
$234K
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-286- 1.07% |
$16K - $18K
|
26.4K
$1.65M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
3+ 0.04% |
$167 - $189
|
7.24K
$452K
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.7KNew |
$206K - $233K
|
3.7K
$231K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
962+ 19.36% |
$53.7K - $60.7K
|
5.93K
$370K
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-61- 1.32% |
$3.4K - $3.85K
|
4.56K
$285K
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.11K+ 2.79% |
$62K - $70K
|
40.9K
$2.55M
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-135- 0.23% |
$7.53K - $8.51K
|
59.3K
$3.7M
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
34+ 0.78% |
$1.9K - $2.14K
|
4.38K
$274K
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1K- 4.62% |
$55.8K - $63.1K
|
20.6K
$1.29M
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
14KNew |
$781K - $883K
|
14K
$874K
|
|
Oct 20, 2023
Q3 2023
|
Veritas Asset Management LLP
|
BUY
|
- |
46.4KNew |
$2.59M - $2.92M
|
46.4K
$2.9M
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.23% |
$1.4K - $1.58K
|
2.01K
$126K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
60+ 8.1% |
$3.35K - $3.78K
|
801
$50K
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1+ 0.02% |
$55.8 - $63.1
|
4.21K
$263K
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.47K- 29.54% |
$249K - $282K
|
10.7K
$666K
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
3.73KNew |
$208K - $235K
|
3.73K
$233K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.53K- 5.18% |
$141K - $159K
|
46.2K
$2.89M
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
11.6K+ 85.42% |
$645K - $728K
|
25.1K
$1.57M
|
|
Oct 17, 2023
Q3 2023
|
Fortune 45 LLC
|
BUY
|
- |
3+ 0.05% |
$167 - $189
|
5.69K
$355K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.32K+ 12.41% |
$129K - $146K
|
21K
$1.31M
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-141- 3.72% |
$7.87K - $8.89K
|
3.65K
$228K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
10.4KNew |
$583K - $659K
|
10.4K
$652K
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-158- 3.39% |
$8.82K - $9.96K
|
4.5K
$281K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
443New |
$24.7K - $27.9K
|
443
$27.7K
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-1.52K- 3.36% |
$84.9K - $95.9K
|
43.8K
$2.73M
|
|
Oct 12, 2023
Q3 2023
|
Nat West Group PLC
|
SELL
|
- |
-363- 1.03% |
$20.3K - $22.9K
|
34.8K
$2.17M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
2.61KNew |
$146K - $165K
|
2.61K
$163K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
6.76KNew |
$377K - $426K
|
6.76K
$422K
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-369- 6.29% |
$20.6K - $23.3K
|
5.5K
$344K
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-905- 2.64% |
$50.5K - $57.1K
|
33.4K
$2.09M
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
20+ 0.04% |
$1.12K - $1.26K
|
46.5K
$2.9M
|
|
Q2 2023 | |||||||
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-31.2K- 12.75% |
$1.86M - $2M
|
213K
$13.3M
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
63+ 0.59% |
$3.76K - $4.05K
|
10.7K
$670K
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
55KNew |
$3.28M - $3.54M
|
55K
$3.44M
|