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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-103- 2.15% |
$7.04K - $7.61K
|
4.69K
$331K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
67.3K+ 13.22% |
$4.6M - $4.97M
|
576K
$40.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
80+ 0.52% |
$5.47K - $5.91K
|
15.4K
$1.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-159K- 1.02% |
$10.8M - $11.7M
|
15.4M
$1.09B
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
120+ 3.55% |
$8.2K - $8.87K
|
3.5K
$247K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-263- 2.51% |
$18K - $19.4K
|
10.2K
$723K
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
3.2K+ 14.26% |
$219K - $236K
|
25.6K
$1.81M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-1.24K- 2.33% |
$84.8K - $91.6K
|
51.9K
$3.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-130- 0.17% |
$8.89K - $9.61K
|
75.5K
$5.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-393- 5.96% |
$26.9K - $29K
|
6.21K
$438K
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
4.17K+ 3.83% |
$285K - $308K
|
113K
$7.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$68.4 - $73.9
|
4.01K
$283K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
70+ 1.8% |
$4.79K - $5.17K
|
3.96K
$280K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
142+ 2.76% |
$9.71K - $10.5K
|
5.29K
$373K
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-2K- 20.0% |
$137K - $148K
|
8K
$565K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-4- 0.02% |
$273 - $296
|
17.1K
$1.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
2.02K+ 3.22% |
$138K - $149K
|
64.6K
$4.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.66K+ 3.98% |
$114K - $123K
|
43.4K
$3.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-405- 40.5% |
$27.7K - $29.9K
|
595
$42K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.37K- 26.07% |
$93.7K - $101K
|
3.89K
$274K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
934+ 1.78% |
$63.9K - $69K
|
53.3K
$3.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
200+ 0.65% |
$13.7K - $14.8K
|
30.8K
$2.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
460+ 1.39% |
$31.5K - $34K
|
33.6K
$2.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.58K+ 19.1% |
$176K - $190K
|
16.1K
$1.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-2.61K- 15.35% |
$179K - $193K
|
14.4K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
383+ 0.23% |
$26.2K - $28.3K
|
168K
$11.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
705+ 1.21% |
$48.2K - $52.1K
|
59.1K
$4.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-45.1K- 80.1% |
$3.08M - $3.33M
|
11.2K
$791K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
240+ 0.1% |
$16.4K - $17.7K
|
244K
$17.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
3.12KNew |
$213K - $230K
|
3.12K
$220K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-129- 3.99% |
$8.82K - $9.53K
|
3.11K
$219K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
100+ 5.77% |
$6.84K - $7.39K
|
1.83K
$129K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-1.11K- 10.97% |
$75.5K - $81.7K
|
8.97K
$633K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
130+ 13.66% |
$8.89K - $9.61K
|
1.08K
$76.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
269+ 3.53% |
$18.4K - $19.9K
|
7.89K
$557K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
159+ 0.77% |
$10.9K - $11.8K
|
20.8K
$1.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
886+ 31.18% |
$60.6K - $65.5K
|
3.73K
$263K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-2.07K- 19.12% |
$142K - $153K
|
8.76K
$619K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
136+ 1.0% |
$9.3K - $10.1K
|
13.7K
$966K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-547- 24.81% |
$37.4K - $40.4K
|
1.66K
$117K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.59K+ 19.61% |
$108K - $117K
|
9.67K
$682K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-94.7K- 79.88% |
$6.47M - $7M
|
23.8K
$1.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.31K+ 4.99% |
$89.2K - $96.4K
|
27.5K
$1.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
4.72K+ 78.18% |
$323K - $349K
|
10.8K
$759K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-405K- 27.65% |
$27.7M - $29.9M
|
1.06M
$74.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-275- 1.49% |
$18.8K - $20.3K
|
18.2K
$1.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-10- 0.25% |
$684 - $739
|
4.04K
$285K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-260- 0.91% |
$17.8K - $19.2K
|
28.4K
$2M
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
4+ 0.52% |
$273 - $296
|
773
$54.6K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
22+ 0.63% |
$1.5K - $1.63K
|
3.52K
$249K
|