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 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
5.57KNew |
$292K - $334K
|
5.57K
$345K
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
5.08KNew |
$266K - $305K
|
5.08K
$315K
|
|
Feb 14, 2024
Q4 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
5KNew |
$262K - $300K
|
5K
$310K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
4.98KNew |
$261K - $298K
|
4.98K
$308K
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
4.31KNew |
$226K - $258K
|
4.31K
$267K
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
4.11KNew |
$215K - $246K
|
4.11K
$254K
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
4KNew |
$210K - $240K
|
4K
$248K
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
4KNew |
$210K - $240K
|
4K
$248K
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3.96KNew |
$207K - $237K
|
3.96K
$245K
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
3.75KNew |
$196K - $225K
|
3.75K
$232K
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
BUY
|
- |
3.75KNew |
$196K - $224K
|
3.75K
$232K
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
3.63KNew |
$190K - $218K
|
3.63K
$225K
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
3.53KNew |
$185K - $212K
|
3.53K
$219K
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
3.5K+ 50.0% |
$183K - $210K
|
10.5K
$650K
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.47KNew |
$181K - $208K
|
3.47K
$215K
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
3.45KNew |
$181K - $207K
|
3.45K
$213K
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
3KNew |
$157K - $180K
|
3K
$186K
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
PUT |
2.75KNew |
$144K - $165K
|
2.75K
$170K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
2.35KNew |
$123K - $141K
|
2.35K
$146K
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
BUY
|
- |
1.78K+ 10.13% |
$93.1K - $107K
|
19.3K
$1.2M
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.34K+ 12.74% |
$70.2K - $80.4K
|
11.9K
$735K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.21KNew |
$63.5K - $72.7K
|
1.21K
$75.1K
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
1.11KNew |
$58.2K - $66.6K
|
1.11K
$68.8K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
951New |
$49.8K - $57K
|
951
$58.9K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
895+ 1.5% |
$46.9K - $53.6K
|
60.5K
$3.75M
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
881New |
$46.1K - $52.8K
|
881
$54.6K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
817+ 15.89% |
$42.8K - $49K
|
5.96K
$369K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
788+ 0.22% |
$41.3K - $47.2K
|
357K
$22.1M
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
772+ 21.11% |
$40.4K - $46.3K
|
4.43K
$274K
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
700+ 9.36% |
$36.7K - $42K
|
8.18K
$507K
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
603+ 99.83% |
$31.6K - $36.1K
|
1.21K
$74.7K
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
588New |
$30.8K - $35.2K
|
588
$36.4K
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
558+ 7.82% |
$29.2K - $33.4K
|
7.69K
$476K
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
500+ 50.0% |
$26.2K - $30K
|
1.5K
$92.9K
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
492+ 12.39% |
$25.8K - $29.5K
|
4.46K
$276K
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
407New |
$21.3K - $24.4K
|
407
$25.2K
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
386New |
$20.2K - $23.1K
|
386
$23.9K
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
337+ 5.81% |
$17.7K - $20.2K
|
6.14K
$380K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
277+ 3.26% |
$14.5K - $16.6K
|
8.78K
$543K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
269New |
$14.1K - $16.1K
|
269
$16.7K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
268New |
$14K - $16.1K
|
268
$16.6K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
262+ 6.1% |
$13.7K - $15.7K
|
4.56K
$282K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
202New |
$10.6K - $12.1K
|
202
$12.5K
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
178+ 2.44% |
$9.32K - $10.7K
|
7.48K
$463K
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
171+ 2.97% |
$8.96K - $10.2K
|
5.93K
$367K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
170New |
$8.9K - $10.2K
|
170
$10.5K
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
133+ 2.3% |
$6.97K - $7.97K
|
5.92K
$366K
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
126New |
$6.6K - $7.55K
|
126
$7.8K
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
96+ 1.93% |
$5.03K - $5.75K
|
5.07K
$314K
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
74+ 0.86% |
$3.88K - $4.43K
|
8.7K
$538K
|