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 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.46KNew |
$217K - $253K
|
3.46K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
27.6KNew |
$1.73M - $2.01M
|
27.6K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
5.47KNew |
$343K - $399K
|
5.47K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.79KNew |
$175K - $204K
|
2.79K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
102K+ 38.65% |
$6.37M - $7.42M
|
364K
$25.4M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
941+ 9.65% |
$59K - $68.7K
|
10.7K
$745K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.47K+ 20.49% |
$280K - $326K
|
26.3K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-16- 0.32% |
$1K - $1.17K
|
5K
$349K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.97K+ 136.37% |
$249K - $290K
|
6.88K
$479K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-665K- 15.06% |
$41.7M - $48.5M
|
3.75M
$261M
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
2.89KNew |
$181K - $211K
|
2.89K
$202K
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-473- 13.55% |
$29.7K - $34.5K
|
3.02K
$210K
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.21KNew |
$389K - $453K
|
6.21K
$432K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-260- 1.19% |
$16.3K - $19K
|
21.6K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
28+ 0.12% |
$1.76K - $2.04K
|
24.1K
$1.68M
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
2KNew |
$125K - $146K
|
2K
$139K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
21.7KNew |
$1.36M - $1.59M
|
21.7K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
700+ 4.47% |
$43.9K - $51.1K
|
16.4K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.05K- 1.54% |
$65.6K - $76.4K
|
66.8K
$4.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-400- 1.28% |
$25.1K - $29.2K
|
30.9K
$2.15M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
10.2KNew |
$640K - $745K
|
10.2K
$711K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
2.79KNew |
$175K - $203K
|
2.79K
$194K
|
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
2.97KNew |
$186K - $217K
|
2.97K
$207K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
3KNew |
$188K - $219K
|
3K
$209K
|
|
|
Nov 06, 2024
Q3 2024
|
Broderick Brian C
|
SELL
|
- |
-30- 0.14% |
$1.88K - $2.19K
|
21.6K
$1.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
63+ 1.85% |
$3.95K - $4.6K
|
3.47K
$242K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-2.22K- 3.26% |
$139K - $162K
|
65.7K
$4.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
15+ 0.44% |
$940 - $1.1K
|
3.4K
$237K
|
|
|
Nov 06, 2024
Q3 2024
|
Focused Investors LLC
|
SELL
|
- |
-18.8K- 1.83% |
$1.18M - $1.37M
|
1.01M
$70.1M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
140New |
$8.78K - $10.2K
|
140
$9.75K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
16.6KNew |
$1.04M - $1.21M
|
16.6K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-25- 1.33% |
$1.57K - $1.83K
|
1.85K
$129K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.79K+ 177.66% |
$112K - $131K
|
2.8K
$195K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
36K+ 150.26% |
$2.26M - $2.63M
|
60K
$4.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
110+ 0.02% |
$6.9K - $8.03K
|
500K
$34.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
452K+ 58.71% |
$28.3M - $33M
|
1.22M
$85M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
394K+ 314.8% |
$24.7M - $28.7M
|
519K
$36.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
8+ 0.18% |
$502 - $584
|
4.46K
$311K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
86+ 0.36% |
$5.39K - $6.28K
|
24.2K
$1.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
981+ 1.24% |
$61.5K - $71.6K
|
80K
$5.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-2- 0.01% |
$125 - $146
|
13.6K
$948K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-200- 4.77% |
$12.5K - $14.6K
|
3.99K
$278K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
3.76KNew |
$236K - $275K
|
3.76K
$262K
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-110K- 97.51% |
$6.87M - $8M
|
2.8K
$195K
|
|
|
Oct 31, 2024
Q3 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-76.5K- 99.87% |
$4.79M - $5.58M
|
100
$6.97K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
2.81KNew |
$176K - $205K
|
2.81K
$195K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
3KNew |
$188K - $219K
|
3K
$209K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.92KNew |
$183K - $213K
|
2.92K
$203K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
355+ 4.69% |
$22.3K - $25.9K
|
7.92K
$552K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-3- 0.07% |
$188 - $219
|
4.12K
$287K
|