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 |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-735- 36.66% |
$43.3K - $45K
|
1.27K
$89.6K
|
|
May 08, 2024
Q1 2024
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-29- 0.72% |
$1.71K - $1.78K
|
4K
$282K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.59KNew |
$211K - $220K
|
3.59K
$253K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
7.39K+ 10.68% |
$435K - $452K
|
76.6K
$5.41M
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-3.01K- 35.11% |
$177K - $184K
|
5.56K
$393K
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.34K- 16.51% |
$255K - $265K
|
21.9K
$1.55M
|
|
May 06, 2024
Q1 2024
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-8.6K- 99.98% |
$507K - $527K
|
2
$141
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
981New |
$57.8K - $60.1K
|
981
$69.2K
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-200- 3.18% |
$11.8K - $12.2K
|
6.09K
$430K
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
73.4K+ 191.15% |
$4.33M - $4.5M
|
112K
$7.9M
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.66K- 61.25% |
$334K - $347K
|
3.58K
$253K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.16K- 26.06% |
$127K - $132K
|
6.12K
$432K
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
200New |
$11.8K - $12.2K
|
200
$14.1K
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
28.6KNew |
$1.68M - $1.75M
|
28.6K
$2.02M
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
SELL
|
- |
-4.1K- 19.16% |
$241K - $251K
|
17.3K
$1.22M
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
317+ 1.93% |
$18.7K - $19.4K
|
16.7K
$1.18M
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-1.4K- 20.59% |
$82.5K - $85.7K
|
5.4K
$381K
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-650- 6.31% |
$38.3K - $39.8K
|
9.65K
$681K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.35K+ 6.34% |
$256K - $266K
|
72.9K
$5.15M
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-422- 2.46% |
$24.9K - $25.8K
|
16.8K
$1.18M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
25.3KNew |
$1.49M - $1.55M
|
25.3K
$1.79M
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
3.29KNew |
$194K - $202K
|
3.29K
$232K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-319- 3.05% |
$18.8K - $19.5K
|
10.2K
$717K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.69K- 2.37% |
$99.6K - $104K
|
69.5K
$4.91M
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-265- 1.39% |
$15.6K - $16.2K
|
18.9K
$1.33M
|
|
Apr 25, 2024
Q1 2024
|
Focused Investors Fund L P
Los Angeles, CA |
BUY
|
- |
1.05MNew |
$62.1M - $64.6M
|
1.05M
$74.4M
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-40- 66.67% |
$2.36K - $2.45K
|
20
$1.41K
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-60- 0.59% |
$3.53K - $3.67K
|
10.1K
$715K
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-800- 10.26% |
$47.1K - $49K
|
7K
$494K
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
3.37KNew |
$198K - $206K
|
3.37K
$238K
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
848+ 15.93% |
$50K - $51.9K
|
6.17K
$436K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
96+ 1.29% |
$5.66K - $5.88K
|
7.54K
$533K
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-5.5K- 15.3% |
$324K - $337K
|
30.4K
$2.15M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-65.5K- 85.18% |
$3.86M - $4.01M
|
11.4K
$805K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
458New |
$27K - $28K
|
458
$32.3K
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
9.58K+ 50.26% |
$565K - $587K
|
28.6K
$2.02M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
CALL |
300New |
$17.7K - $18.4K
|
300
$21.2K
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-2.44K- 20.99% |
$144K - $149K
|
9.17K
$647K
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-466- 6.43% |
$27.5K - $28.5K
|
6.78K
$479K
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
29.8KNew |
$1.75M - $1.82M
|
29.8K
$2.1M
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-319- 67.87% |
$18.8K - $19.5K
|
151
$10.7K
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.34KNew |
$197K - $204K
|
3.34K
$235K
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
1.52KNew |
$89.6K - $93.1K
|
1.52K
$107K
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
3.66K+ 0.96% |
$216K - $224K
|
387K
$27.3M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-64- 1.42% |
$3.77K - $3.92K
|
4.43K
$313K
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-202- 40.24% |
$11.9K - $12.4K
|
300
$21.2K
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
528+ 7.51% |
$31.1K - $32.3K
|
7.56K
$534K
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
4.49KNew |
$264K - $275K
|
4.49K
$317K
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-1.71K- 33.19% |
$101K - $105K
|
3.45K
$244K
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-54.3K- 1.72% |
$3.2M - $3.33M
|
3.1M
$219M
|