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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-7.3K- 2.93% |
$436K - $469K
|
242K
$15.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
791New |
$47.2K - $50.9K
|
791
$49.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
268+ 1.03% |
$16K - $17.2K
|
26.3K
$1.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-131- 1.82% |
$7.82K - $8.42K
|
7.06K
$441K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-188- 1.41% |
$11.2K - $12.1K
|
13.1K
$818K
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
BUY
|
- |
966+ 17.27% |
$57.6K - $62.1K
|
6.56K
$410K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
646+ 6.27% |
$38.5K - $41.5K
|
10.9K
$684K
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-2.9K- 12.26% |
$173K - $186K
|
20.7K
$1.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-11.1K- 76.05% |
$664K - $716K
|
3.51K
$219K
|
|
|
Aug 07, 2023
Q2 2023
|
Suncoast Equity Management
|
BUY
|
- |
5.65KNew |
$337K - $363K
|
5.65K
$353K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
18New |
$1.07K - $1.16K
|
18
$1.12K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-341- 13.51% |
$20.3K - $21.9K
|
2.18K
$136K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
99New |
$5.91K - $6.37K
|
99
$6.18K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
50.5KNew |
$3.01M - $3.25M
|
50.5K
$3.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-2.7K- 28.72% |
$161K - $174K
|
6.71K
$419K
|
|
|
Aug 04, 2023
Q2 2023
|
Harvey Capital Management Inc
|
BUY
|
- |
15.2KNew |
$907K - $977K
|
15.2K
$949K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
469New |
$28K - $30.2K
|
469
$29.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-9- 0.02% |
$537 - $579
|
43.1K
$2.69M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-3.3K- 25.94% |
$197K - $212K
|
9.42K
$588K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
48+ 48.0% |
$2.86K - $3.09K
|
148
$9.24K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-10.2K- 48.02% |
$608K - $656K
|
11K
$689K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.3K+ 29.72% |
$77.6K - $83.7K
|
5.68K
$355K
|
|
|
Aug 01, 2023
Q2 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-115- 0.79% |
$6.86K - $7.39K
|
14.4K
$901K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
31+ 0.16% |
$1.85K - $1.99K
|
20K
$1.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
994New |
$59.3K - $63.9K
|
994
$62.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-100K- 33.18% |
$5.97M - $6.43M
|
201K
$12.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
4K+ 111.61% |
$239K - $257K
|
7.58K
$474K
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
BUY
|
- |
136+ 3.6% |
$8.11K - $8.74K
|
3.92K
$245K
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
49.1K+ 612.66% |
$2.93M - $3.16M
|
57.1K
$3.57M
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-304- 4.47% |
$18.1K - $19.5K
|
6.5K
$406K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
718+ 22.19% |
$42.8K - $46.2K
|
3.95K
$247K
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-1.5K- 27.03% |
$89.5K - $96.5K
|
4.05K
$253K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
360+ 43.74% |
$21.5K - $23.1K
|
1.18K
$73.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
91KNew |
$5.43M - $5.85M
|
91K
$5.68M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
14.7KNew |
$878K - $946K
|
14.7K
$919K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-11- 39.29% |
$656 - $707
|
17
$1.06K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.16% |
$119 - $129
|
1.29K
$80.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
28+ 0.29% |
$1.67K - $1.8K
|
9.79K
$611K
|
|
|
Jul 25, 2023
Q2 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-3.02K- 1.36% |
$180K - $194K
|
219K
$13.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
4.98K+ 31.12% |
$297K - $320K
|
21K
$1.31M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.66K+ 2.33% |
$159K - $171K
|
117K
$7.29M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
213+ 1.39% |
$12.7K - $13.7K
|
15.6K
$972K
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-834- 13.43% |
$49.8K - $53.6K
|
5.38K
$336K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
31+ 0.52% |
$1.85K - $1.99K
|
5.95K
$372K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
213+ 1.39% |
$12.7K - $13.7K
|
15.6K
$972K
|
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.5K- 25.53% |
$89.5K - $96.5K
|
4.38K
$273K
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-11K- 99.11% |
$656K - $707K
|
99
$6.18K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-14- 3.95% |
$835 - $900
|
340
$21.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-300- 7.56% |
$17.9K - $19.3K
|
3.67K
$229K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
140+ 45.75% |
$8.35K - $9K
|
446
$27.9K
|