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 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.7KNew |
$206K - $233K
|
3.7K
$261K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
962+ 19.36% |
$53.7K - $60.7K
|
5.93K
$419K
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-61- 1.32% |
$3.4K - $3.85K
|
4.56K
$322K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.11K+ 2.79% |
$62K - $70K
|
40.9K
$2.89M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-135- 0.23% |
$7.53K - $8.51K
|
59.3K
$4.19M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
34+ 0.78% |
$1.9K - $2.14K
|
4.38K
$309K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
14KNew |
$781K - $883K
|
14K
$988K
|
|
|
Oct 20, 2023
Q3 2023
|
Veritas Asset Management LLP
|
BUY
|
- |
46.4KNew |
$2.59M - $2.92M
|
46.4K
$3.27M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.23% |
$1.4K - $1.58K
|
2.01K
$142K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
60+ 8.1% |
$3.35K - $3.78K
|
801
$56.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1+ 0.02% |
$55.8 - $63.1
|
4.21K
$297K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.47K- 29.54% |
$249K - $282K
|
10.7K
$752K
|
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
3.73KNew |
$208K - $235K
|
3.73K
$263K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.53K- 5.18% |
$141K - $159K
|
46.2K
$3.26M
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
11.6K+ 85.42% |
$645K - $728K
|
25.1K
$1.77M
|
|
|
Oct 17, 2023
Q3 2023
|
Fortune 45 LLC
|
BUY
|
- |
3+ 0.05% |
$167 - $189
|
5.69K
$401K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.32K+ 12.41% |
$129K - $146K
|
21K
$1.48M
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-141- 3.72% |
$7.87K - $8.89K
|
3.65K
$258K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
10.4KNew |
$583K - $659K
|
10.4K
$737K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-158- 3.39% |
$8.82K - $9.96K
|
4.5K
$317K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
443New |
$24.7K - $27.9K
|
443
$31.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-1.52K- 3.36% |
$84.9K - $95.9K
|
43.8K
$3.09M
|
|
|
Oct 12, 2023
Q3 2023
|
Nat West Group PLC
|
SELL
|
- |
-363- 1.03% |
$20.3K - $22.9K
|
34.8K
$2.45M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
2.61KNew |
$146K - $165K
|
2.61K
$184K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
6.76KNew |
$377K - $426K
|
6.76K
$477K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-905- 2.64% |
$50.5K - $57.1K
|
33.4K
$2.36M
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
20+ 0.04% |
$1.12K - $1.26K
|
46.5K
$3.28M
|
|
| Q2 2023 | |||||||
|
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
160KNew |
$9.53M - $10.3M
|
160K
$11.3M
|
|
|
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
PUT |
160KNew |
$9.53M - $10.3M
|
160K
$11.3M
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
55KNew |
$3.28M - $3.54M
|
55K
$3.88M
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
45.9K+ 29.24% |
$2.74M - $2.95M
|
203K
$14.3M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-244K- 8.1% |
$14.5M - $15.7M
|
2.76M
$195M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
311New |
$18.6K - $20K
|
311
$22K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-141K- 94.5% |
$8.44M - $9.1M
|
8.23K
$581K
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
434+ 2.07% |
$25.9K - $27.9K
|
21.4K
$1.51M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
651New |
$38.8K - $41.9K
|
651
$46K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
2.5K+ 7.14% |
$149K - $161K
|
37.5K
$2.65M
|
|
|
Aug 14, 2023
Q2 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
1.01MNew |
$60.3M - $65M
|
1.01M
$71.3M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-199- 99.5% |
$11.9K - $12.8K
|
1
$70.6
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-82.5K- 98.44% |
$4.92M - $5.31M
|
1.31K
$92.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
63.1KNew |
$3.76M - $4.06M
|
63.1K
$4.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-719- 14.08% |
$42.9K - $46.2K
|
4.39K
$310K
|
|
|
Aug 14, 2023
Q2 2023
|
Linker Capital Management Inc.
|
SELL
|
- |
-2.82K- 28.03% |
$168K - $181K
|
7.24K
$511K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-2.55K- 13.93% |
$152K - $164K
|
15.8K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
137+ 3.89% |
$8.17K - $8.81K
|
3.66K
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-147- 0.4% |
$8.77K - $9.45K
|
36.6K
$2.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
170KNew |
$10.2M - $11M
|
170K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
28.3KNew |
$1.69M - $1.82M
|
28.3K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
11.1K+ 29.68% |
$662K - $714K
|
48.5K
$3.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
46.9KNew |
$2.8M - $3.01M
|
46.9K
$3.31M
|
|