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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
5.28KNew |
$307K - $339K
|
5.28K
$331K
|
|
Aug 14, 2024
Q2 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
5.08KNew |
$295K - $326K
|
5.08K
$318K
|
|
Aug 16, 2024
Q2 2024
|
Ecofi Investissements Sa
Nanterre, I0 |
BUY
|
- |
4.7KNew |
$273K - $302K
|
4.7K
$294K
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
4.5KNew |
$261K - $289K
|
4.5K
$282K
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.41KNew |
$256K - $283K
|
4.41K
$276K
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
4.3KNew |
$250K - $276K
|
4.3K
$269K
|
|
Aug 13, 2024
Q2 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.3KNew |
$249K - $276K
|
4.3K
$269K
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.26K+ 5.2% |
$247K - $273K
|
86.1K
$5.39M
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
4.2K+ 100.0% |
$244K - $269K
|
8.4K
$526K
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.83KNew |
$222K - $246K
|
3.83K
$240K
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.78KNew |
$219K - $242K
|
3.78K
$236K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.77K+ 20.01% |
$219K - $242K
|
22.6K
$1.42M
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.69KNew |
$214K - $237K
|
3.69K
$231K
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
3.55KNew |
$206K - $228K
|
3.55K
$222K
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
3.51KNew |
$204K - $225K
|
3.51K
$219K
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
3.41KNew |
$198K - $219K
|
3.41K
$213K
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.27K+ 36.6% |
$190K - $210K
|
12.2K
$764K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.26K+ 4.59% |
$190K - $209K
|
74.3K
$4.65M
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.26KNew |
$189K - $209K
|
3.26K
$204K
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3.25KNew |
$189K - $208K
|
3.25K
$203K
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
3.25KNew |
$188K - $208K
|
3.25K
$203K
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
3.22KNew |
$187K - $207K
|
3.22K
$202K
|
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
3.21KNew |
$187K - $206K
|
3.21K
$201K
|
|
Aug 14, 2024
Q2 2024
|
Unio Capital LLC
|
BUY
|
- |
3.2KNew |
$186K - $205K
|
3.2K
$200K
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
3.19KNew |
$185K - $205K
|
3.19K
$200K
|
|
Jul 18, 2024
Q2 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
3.17KNew |
$184K - $203K
|
3.17K
$198K
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.16KNew |
$184K - $203K
|
3.16K
$198K
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
3.1K+ 0.92% |
$180K - $199K
|
342K
$21.4M
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2.89KNew |
$168K - $185K
|
2.89K
$181K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.78K+ 9.63% |
$161K - $178K
|
31.6K
$1.98M
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.39K+ 16.09% |
$138K - $153K
|
17.2K
$1.08M
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.35K+ 277.54% |
$136K - $151K
|
3.19K
$200K
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.34K+ 14.48% |
$136K - $150K
|
18.5K
$1.16M
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.6K+ 21.98% |
$92.9K - $103K
|
8.88K
$555K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.41K+ 17.1% |
$82K - $90.6K
|
9.67K
$605K
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.32K+ 30.2% |
$76.4K - $84.4K
|
5.67K
$355K
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.31K+ 0.9% |
$76.1K - $84K
|
147K
$9.18M
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.3K+ 10.67% |
$75.6K - $83.5K
|
13.5K
$845K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.26K+ 2.98% |
$73K - $80.6K
|
43.5K
$2.72M
|
|
Aug 09, 2024
Q2 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.25K+ 21.47% |
$72.3K - $79.9K
|
7.05K
$441K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.23K+ 28.68% |
$71.2K - $78.6K
|
5.5K
$344K
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.2K+ 75.0% |
$69.7K - $77K
|
2.8K
$175K
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.14K+ 1.3% |
$65.9K - $72.8K
|
88.7K
$5.55M
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.13K+ 36.46% |
$65.7K - $72.6K
|
4.23K
$265K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.03K+ 24.9% |
$59.9K - $66.2K
|
5.18K
$324K
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
957+ 16.46% |
$55.6K - $61.4K
|
6.77K
$424K
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
929+ 3.86% |
$53.9K - $59.6K
|
25K
$1.56M
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
915+ 15.2% |
$53.1K - $58.7K
|
6.94K
$434K
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
910+ 23.9% |
$52.8K - $58.4K
|
4.72K
$295K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
799+ 0.9% |
$46.4K - $51.3K
|
89.5K
$5.6M
|