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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-9.55K- 62.56% |
$500K - $572K
|
5.72K
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
277+ 3.26% |
$14.5K - $16.6K
|
8.78K
$620K
|
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-650K- 15.18% |
$34M - $39M
|
3.63M
$257M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.75K- 45.53% |
$144K - $165K
|
3.29K
$233K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-23- 0.56% |
$1.2K - $1.38K
|
4.06K
$287K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
788+ 0.22% |
$41.3K - $47.2K
|
357K
$25.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
126New |
$6.6K - $7.55K
|
126
$8.91K
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.9K- 29.46% |
$99.5K - $114K
|
4.55K
$322K
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-1.17K- 13.43% |
$61.1K - $69.9K
|
7.52K
$531K
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
9.34KNew |
$489K - $560K
|
9.34K
$660K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-49.9K- 92.3% |
$2.61M - $2.99M
|
4.16K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
817+ 15.89% |
$42.8K - $49K
|
5.96K
$421K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
951New |
$49.8K - $57K
|
951
$67.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2.55K- 35.95% |
$134K - $153K
|
4.54K
$321K
|
|
|
Feb 06, 2024
Q4 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
22.2KNew |
$1.16M - $1.33M
|
22.2K
$1.57M
|
|
|
Feb 05, 2024
Q4 2023
|
C World Wide Group Holding A
|
SELL
|
- |
-4.21K- 15.17% |
$220K - $252K
|
23.5K
$1.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-4.09K- 1.39% |
$214K - $245K
|
290K
$20.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-346- 6.84% |
$18.1K - $20.7K
|
4.71K
$333K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-4.45K- 37.81% |
$233K - $267K
|
7.32K
$517K
|
|
|
Feb 02, 2024
Q4 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-33.4K- 90.97% |
$1.75M - $2M
|
3.32K
$235K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
SELL
|
PUT |
-100- 1.82% |
$5.24K - $5.99K
|
5.4K
$382K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3.96KNew |
$207K - $237K
|
3.96K
$280K
|
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
3.53KNew |
$185K - $212K
|
3.53K
$250K
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
700+ 9.36% |
$36.7K - $42K
|
8.18K
$578K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.06K- 8.98% |
$160K - $184K
|
31.1K
$2.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-255K- 47.91% |
$13.4M - $15.3M
|
278K
$19.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
30.2KNew |
$1.58M - $1.81M
|
30.2K
$2.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
272KNew |
$14.2M - $16.3M
|
272K
$19.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
170New |
$8.9K - $10.2K
|
170
$12K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-3.67K- 11.83% |
$192K - $220K
|
27.3K
$1.93M
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-14.6K- 80.95% |
$765K - $875K
|
3.44K
$243K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.34K+ 12.74% |
$70.2K - $80.4K
|
11.9K
$839K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-22.9K- 16.52% |
$1.2M - $1.37M
|
116K
$8.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.9K- 4.39% |
$309K - $354K
|
129K
$9.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
772+ 21.11% |
$40.4K - $46.3K
|
4.43K
$313K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
262+ 6.1% |
$13.7K - $15.7K
|
4.56K
$322K
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
BUY
|
- |
3.75KNew |
$196K - $224K
|
3.75K
$265K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-345- 1.51% |
$18.1K - $20.7K
|
22.5K
$1.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-8.3K- 15.03% |
$435K - $497K
|
46.9K
$3.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-332- 2.12% |
$17.4K - $19.9K
|
15.3K
$1.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-9.6K- 57.31% |
$503K - $575K
|
7.15K
$505K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.55K- 7.4% |
$81.1K - $92.8K
|
19.4K
$1.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
3KNew |
$157K - $180K
|
3K
$212K
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
10KNew |
$524K - $599K
|
10K
$707K
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.92K- 45.75% |
$153K - $175K
|
3.47K
$245K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
3.45KNew |
$181K - $207K
|
3.45K
$244K
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
15.3KNew |
$801K - $917K
|
15.3K
$1.08M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-400- 6.36% |
$21K - $24K
|
5.89K
$416K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-761- 10.97% |
$39.9K - $45.6K
|
6.17K
$436K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
492+ 12.39% |
$25.8K - $29.5K
|
4.46K
$315K
|
|