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 |
---|---|---|---|---|---|---|---|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.7KNew |
$228K - $265K
|
3.7K
$259K
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.63K+ 1.84% |
$224K - $260K
|
201K
$14.1M
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.61KNew |
$223K - $259K
|
3.61K
$253K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.4KNew |
$210K - $244K
|
3.4K
$238K
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3.36KNew |
$208K - $241K
|
3.36K
$236K
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.3KNew |
$204K - $237K
|
3.3K
$231K
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
3.28KNew |
$202K - $235K
|
3.28K
$230K
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
3.23KNew |
$200K - $232K
|
3.23K
$226K
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.9K+ 7.14% |
$179K - $208K
|
43.4K
$3.04M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.64K+ 3.09% |
$163K - $189K
|
87.9K
$6.16M
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.54KNew |
$157K - $182K
|
2.54K
$178K
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.41KNew |
$149K - $173K
|
2.41K
$169K
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
PUT |
2.4KNew |
$148K - $172K
|
2.4K
$168K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.31KNew |
$143K - $166K
|
2.31K
$162K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.98KNew |
$122K - $142K
|
1.98K
$139K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.95K+ 6.94% |
$120K - $140K
|
30K
$2.1M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.91K+ 10.69% |
$118K - $137K
|
19.8K
$1.39M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.91KNew |
$118K - $137K
|
1.91K
$133K
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
1.85KNew |
$114K - $133K
|
1.85K
$130K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.83KNew |
$113K - $131K
|
1.83K
$128K
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
1.8K+ 33.86% |
$111K - $129K
|
7.13K
$499K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
1.8KNew |
$111K - $129K
|
1.8K
$126K
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.72KNew |
$106K - $123K
|
1.72K
$121K
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
1.57K+ 30.39% |
$97K - $113K
|
6.74K
$472K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.55KNew |
$95.5K - $111K
|
1.55K
$108K
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.5KNew |
$92.6K - $108K
|
1.5K
$105K
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
1.44KNew |
$88.8K - $103K
|
1.44K
$101K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.41K+ 10.05% |
$87.3K - $101K
|
15.5K
$1.09M
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.4K+ 23.93% |
$86.4K - $100K
|
7.25K
$508K
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.09K+ 5.5% |
$67.2K - $78K
|
20.9K
$1.46M
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.09KNew |
$67K - $77.8K
|
1.09K
$76K
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 934.21% |
$65.8K - $76.4K
|
1.18K
$82.6K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.04K+ 3.67% |
$64.2K - $74.6K
|
29.4K
$2.06M
|
|
Feb 12, 2025
Q4 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
1K+ 19.67% |
$61.7K - $71.7K
|
6.08K
$426K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1KNew |
$61.7K - $71.7K
|
1K
$70.1K
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
970New |
$59.9K - $69.6K
|
970
$68K
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
927+ 8.77% |
$57.2K - $66.5K
|
11.5K
$806K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
924New |
$57K - $66.3K
|
924
$64.7K
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
902+ 2.82% |
$55.7K - $64.7K
|
32.9K
$2.3M
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
900+ 138.46% |
$55.6K - $64.5K
|
1.55K
$109K
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
830+ 2.82% |
$51.2K - $59.5K
|
30.2K
$2.12M
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
805+ 7.3% |
$49.7K - $57.7K
|
11.8K
$829K
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
755New |
$46.6K - $54.1K
|
755
$52.9K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
696New |
$43K - $49.9K
|
696
$48.8K
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
687+ 5.33% |
$42.4K - $49.3K
|
13.6K
$951K
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
672+ 10.64% |
$41.5K - $48.2K
|
6.99K
$490K
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
640New |
$39.5K - $45.9K
|
640
$44.8K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
622+ 12.25% |
$38.4K - $44.6K
|
5.7K
$399K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
613New |
$37.8K - $44K
|
613
$43K
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
514New |
$31.7K - $36.9K
|
514
$36K
|