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 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
400+ 6.35% |
$24.7K - $28.7K
|
6.7K
$473K
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
400New |
$24.7K - $28.7K
|
400
$28.2K
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
400+ 8.24% |
$24.7K - $28.7K
|
5.26K
$371K
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
400+ 4.46% |
$24.7K - $28.7K
|
9.37K
$661K
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
382+ 66.67% |
$23.6K - $27.4K
|
955
$67.4K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
371+ 25.73% |
$22.9K - $26.6K
|
1.81K
$128K
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
348+ 12.0% |
$21.5K - $25K
|
3.25K
$229K
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
343+ 1.28% |
$21.2K - $24.6K
|
27.1K
$1.91M
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
326+ 0.81% |
$20.1K - $23.4K
|
40.6K
$2.86M
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
310New |
$19.1K - $22.2K
|
310
$21.9K
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
284New |
$17.5K - $20.4K
|
284
$20K
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
263+ 4.71% |
$16.2K - $18.9K
|
5.85K
$413K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
248+ 5.55% |
$15.3K - $17.8K
|
4.72K
$333K
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
245+ 17.74% |
$15.1K - $17.6K
|
1.63K
$115K
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
240New |
$14.8K - $17.2K
|
240
$16.9K
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
240+ 43.32% |
$14.8K - $17.2K
|
794
$56K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
220+ 2.94% |
$13.6K - $15.8K
|
7.71K
$544K
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
201+ 1.46% |
$12.4K - $14.4K
|
13.9K
$985K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
CALL |
200+ 0.54% |
$12.3K - $14.3K
|
37.4K
$2.64M
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
186+ 1.37% |
$11.5K - $13.3K
|
13.7K
$969K
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
186+ 5.83% |
$11.5K - $13.3K
|
3.38K
$238K
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
178+ 2.9% |
$11K - $12.8K
|
6.33K
$447K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
173+ 11.87% |
$10.7K - $12.4K
|
1.63K
$115K
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
157+ 2.13% |
$9.69K - $11.3K
|
7.53K
$532K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
147New |
$9.08K - $10.5K
|
147
$10.4K
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
143+ 3.3% |
$8.83K - $10.3K
|
4.48K
$316K
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
141+ 2.08% |
$8.71K - $10.1K
|
6.91K
$488K
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
140+ 1.44% |
$8.64K - $10K
|
9.88K
$697K
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
120New |
$7.41K - $8.61K
|
120
$8.47K
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
105New |
$6.48K - $7.53K
|
105
$7.41K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
104New |
$6.42K - $7.46K
|
104
$7.34K
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
103New |
$6.36K - $7.39K
|
103
$7.27K
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
103+ 0.42% |
$6.36K - $7.39K
|
24.5K
$1.73M
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
100New |
$6.17K - $7.17K
|
100
$7.06K
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
100+ 2.67% |
$6.17K - $7.17K
|
3.85K
$272K
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
100+ 0.48% |
$6.17K - $7.17K
|
21K
$1.48M
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
100+ 67.57% |
$6.17K - $7.17K
|
248
$17.5K
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
97+ 0.36% |
$5.99K - $6.96K
|
27K
$1.91M
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
96New |
$5.93K - $6.88K
|
96
$6.78K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
89New |
$5.49K - $6.38K
|
89
$6.28K
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
79+ 8.71% |
$4.88K - $5.67K
|
986
$69.6K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
64+ 0.5% |
$3.95K - $4.59K
|
12.8K
$903K
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
63+ 1.23% |
$3.89K - $4.52K
|
5.18K
$365K
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
62+ 0.19% |
$3.83K - $4.45K
|
32.5K
$2.29M
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
58New |
$3.58K - $4.16K
|
58
$4.09K
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
57+ 1.42% |
$3.52K - $4.09K
|
4.08K
$288K
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
52+ 17.63% |
$3.21K - $3.73K
|
347
$24.5K
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
51+ 0.3% |
$3.15K - $3.66K
|
17.1K
$1.21M
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
50+ 0.86% |
$3.09K - $3.59K
|
5.84K
$412K
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
49+ 0.46% |
$3.03K - $3.51K
|
10.6K
$751K
|