Latest Institutional Purchases of Coca Cola CO (KO)
This list provides information on the latest institutional transactions involving Coca Cola CO (KO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
25+ 24.51% |
$1.52K - $1.81K
|
127
$8.9K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
23+ 2.02% |
$1.4K - $1.66K
|
1.16K
$81.5K
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
23+ 0.24% |
$1.4K - $1.66K
|
9.43K
$661K
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
22New |
$1.34K - $1.59K
|
22
$1.54K
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
22+ 1.77% |
$1.34K - $1.59K
|
1.27K
$88.8K
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
22+ 0.56% |
$1.34K - $1.59K
|
3.93K
$275K
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
21+ 0.15% |
$1.28K - $1.52K
|
14K
$978K
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
21New |
$1.28K - $1.52K
|
21
$1.47K
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
21+ 0.25% |
$1.28K - $1.52K
|
8.43K
$591K
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
21+ 0.64% |
$1.28K - $1.52K
|
3.3K
$232K
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
20+ 0.07% |
$1.22K - $1.45K
|
28.9K
$2.03M
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
19+ 0.21% |
$1.16K - $1.37K
|
9.27K
$650K
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
19+ 0.36% |
$1.16K - $1.37K
|
5.34K
$374K
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
19+ 0.18% |
$1.16K - $1.37K
|
10.5K
$736K
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
18+ 0.16% |
$1.09K - $1.3K
|
11.1K
$779K
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
17+ 0.49% |
$1.03K - $1.23K
|
3.5K
$245K
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
17+ 170.0% |
$1.03K - $1.23K
|
27
$1.89K
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
16+ 0.06% |
$973 - $1.16K
|
24.8K
$1.74M
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
16+ 0.16% |
$973 - $1.16K
|
10.1K
$711K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15+ 1.28% |
$912 - $1.08K
|
1.19K
$83.5K
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
13+ 0.03% |
$791 - $940
|
39.2K
$2.75M
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
13New |
$791 - $940
|
13
$911
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
13+ 0.07% |
$791 - $940
|
19.1K
$1.34M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
13+ 0.33% |
$791 - $940
|
3.92K
$274K
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
12+ 0.31% |
$730 - $868
|
3.85K
$270K
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
BUY
|
- |
11+ 0.3% |
$669 - $796
|
3.67K
$257K
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
11+ 0.13% |
$669 - $796
|
8.42K
$590K
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
10+ 0.24% |
$608 - $723
|
4.15K
$291K
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
10+ 0.23% |
$608 - $723
|
4.36K
$306K
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
10+ 0.49% |
$608 - $723
|
2.07K
$145K
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
10+ 0.25% |
$608 - $723
|
4K
$280K
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
9+ 0.04% |
$547 - $651
|
22K
$1.54M
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
8+ 7.77% |
$486 - $579
|
111
$7.78K
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 2.35% |
$486 - $579
|
349
$24.5K
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
7+ 0.16% |
$426 - $506
|
4.51K
$316K
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
7New |
$426 - $506
|
7
$490
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
7+ 0.11% |
$426 - $506
|
6.56K
$459K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7+ 4.79% |
$426 - $506
|
153
$10.7K
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
7+ 0.19% |
$426 - $506
|
3.62K
$254K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 6.25% |
$426 - $506
|
119
$8.34K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6+ 0.12% |
$365 - $434
|
5.12K
$359K
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
4+ 0.1% |
$243 - $289
|
3.87K
$271K
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
4New |
$243 - $289
|
4
$280
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3+ 0.08% |
$182 - $217
|
3.57K
$250K
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3+ 0.07% |
$182 - $217
|
4.58K
$321K
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3+ 0.02% |
$182 - $217
|
16.8K
$1.18M
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
3+ 0.16% |
$182 - $217
|
1.83K
$128K
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
3+ 0.07% |
$182 - $217
|
4.3K
$301K
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
2+ 0.01% |
$122 - $145
|
17.1K
$1.2M
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.27% |
$60.8 - $72.3
|
375
$26.3K
|