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 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
994New |
$59.3K - $63.9K
|
994
$61.7K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-100K- 33.18% |
$5.97M - $6.43M
|
201K
$12.5M
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
4K+ 111.61% |
$239K - $257K
|
7.58K
$471K
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
BUY
|
- |
136+ 3.6% |
$8.11K - $8.74K
|
3.92K
$243K
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
49.1K+ 612.66% |
$2.93M - $3.16M
|
57.1K
$3.55M
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-304- 4.47% |
$18.1K - $19.5K
|
6.5K
$403K
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
718+ 22.19% |
$42.8K - $46.2K
|
3.95K
$245K
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-1.5K- 27.03% |
$89.5K - $96.5K
|
4.05K
$251K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
360+ 43.74% |
$21.5K - $23.1K
|
1.18K
$73.4K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
91KNew |
$5.43M - $5.85M
|
91K
$5.65M
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
14.7KNew |
$878K - $946K
|
14.7K
$913K
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-11- 39.29% |
$656 - $707
|
17
$1.05K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.16% |
$119 - $129
|
1.29K
$79.7K
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
28+ 0.29% |
$1.67K - $1.8K
|
9.79K
$607K
|
|
Jul 25, 2023
Q2 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-3.02K- 1.36% |
$180K - $194K
|
219K
$13.6M
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
4.98K+ 31.12% |
$297K - $320K
|
21K
$1.3M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.66K+ 2.33% |
$159K - $171K
|
117K
$7.24M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
213+ 1.39% |
$12.7K - $13.7K
|
15.6K
$965K
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-834- 13.43% |
$49.8K - $53.6K
|
5.38K
$334K
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
31+ 0.52% |
$1.85K - $1.99K
|
5.95K
$369K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
213+ 1.39% |
$12.7K - $13.7K
|
15.6K
$965K
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.5K- 25.53% |
$89.5K - $96.5K
|
4.38K
$271K
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-11K- 99.11% |
$656K - $707K
|
99
$6.14K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-14- 3.95% |
$835 - $900
|
340
$21.1K
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-300- 7.56% |
$17.9K - $19.3K
|
3.67K
$228K
|
|
Jul 14, 2023
Q2 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 6.18% |
$97.1K - $105K
|
24.7K
$1.53M
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-638- 4.98% |
$38.1K - $41K
|
12.2K
$756K
|
|
Jul 11, 2023
Q2 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
1.25K+ 12.86% |
$74.6K - $80.4K
|
11K
$680K
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
8.04KNew |
$480K - $517K
|
8.04K
$499K
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.18K- 17.81% |
$70.4K - $75.9K
|
5.45K
$338K
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
4+ 0.11% |
$239 - $257
|
3.54K
$219K
|
|
Q1 2023 | |||||||
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
102K+ 6.77% |
$6M - $6.46M
|
1.61M
$99.7M
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
102KNew |
$5.99M - $6.45M
|
102K
$6.32M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
46KNew |
$2.71M - $2.92M
|
46K
$2.85M
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
CALL |
-58K- 8.64% |
$3.41M - $3.68M
|
613K
$38M
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
320New |
$18.8K - $20.3K
|
320
$19.9K
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-6.22KClosed |
$366K - $394K
|
0
$0
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
3.4KNew |
$200K - $215K
|
3.4K
$211K
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-1.09K- 8.81% |
$64K - $68.9K
|
11.3K
$698K
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-9.52K- 6.13% |
$560K - $604K
|
146K
$9.04M
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-5.2K- 99.05% |
$306K - $330K
|
50
$3.1K
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
176K+ 45.61% |
$10.3M - $11.1M
|
561K
$34.8M
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
44.3KNew |
$2.61M - $2.81M
|
44.3K
$2.75M
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
154New |
$9.06K - $9.76K
|
154
$9.55K
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-622- 10.46% |
$36.6K - $39.4K
|
5.33K
$330K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.01K- 5.9% |
$59.4K - $64K
|
16.1K
$998K
|
|
May 15, 2023
Q1 2023
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
145KNew |
$8.56M - $9.22M
|
145K
$9.03M
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
500+ 2.8% |
$29.4K - $31.7K
|
18.4K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Connacht Asset Management LP
New York, NY |
SELL
|
- |
-6.69K- 49.37% |
$394K - $424K
|
6.86K
$425K
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-110- 3.01% |
$6.47K - $6.97K
|
3.55K
$220K
|