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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.41K+ 6.74% |
$208K - $247K
|
54K
$3.76M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-3.68K- 14.19% |
$224K - $266K
|
22.3K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-1.1K- 1.11% |
$67.1K - $79.8K
|
98.7K
$6.87M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.9K+ 0.92% |
$116K - $137K
|
207K
$14.5M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
6.28K+ 1.07% |
$382K - $454K
|
593K
$41.3M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
739+ 0.99% |
$44.9K - $53.4K
|
75.1K
$5.23M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
1.32K+ 4.49% |
$80.4K - $95.6K
|
30.7K
$2.14M
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
BUY
|
- |
611K+ 484.56% |
$37.2M - $44.2M
|
737K
$51.3M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-3.24K- 12.43% |
$197K - $234K
|
22.8K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
25.3K+ 100.01% |
$1.54M - $1.83M
|
50.5K
$3.52M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-1.24K- 4.33% |
$75.3K - $89.5K
|
27.4K
$1.91M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
BUY
|
- |
5.45K+ 14.92% |
$331K - $394K
|
42K
$2.92M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-53.7K- 1.54% |
$3.27M - $3.88M
|
3.44M
$240M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-22.5K- 37.28% |
$1.37M - $1.63M
|
37.9K
$2.64M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-128- 1.52% |
$7.78K - $9.26K
|
8.31K
$579K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
758+ 1.59% |
$46.1K - $54.8K
|
48.3K
$3.37M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
464+ 45.94% |
$28.2K - $33.6K
|
1.47K
$103K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
13.3K+ 37.53% |
$806K - $958K
|
48.6K
$3.38M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-100- 0.59% |
$6.08K - $7.23K
|
17K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.76K- 0.53% |
$168K - $199K
|
518K
$36.1M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
800+ 0.79% |
$48.6K - $57.9K
|
103K
$7.15M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-3.81K- 42.52% |
$232K - $276K
|
5.15K
$359K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-552- 2.34% |
$33.6K - $39.9K
|
23K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
175+ 1.56% |
$10.6K - $12.7K
|
11.4K
$794K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
870+ 5.57% |
$52.9K - $62.9K
|
16.5K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-3.8K- 16.68% |
$231K - $275K
|
19K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.67K- 1.35% |
$162K - $193K
|
194K
$13.5M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.89K- 3.72% |
$419K - $499K
|
178K
$12.4M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-603- 0.54% |
$36.7K - $43.6K
|
110K
$7.68M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-551- 9.31% |
$33.5K - $39.8K
|
5.37K
$374K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
550K+ 19.59% |
$33.4M - $39.8M
|
3.36M
$234M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-40- 0.49% |
$2.43K - $2.89K
|
8.11K
$565K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.54K+ 2.83% |
$154K - $184K
|
92.1K
$6.42M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.13K- 1.77% |
$129K - $154K
|
118K
$8.24M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.43K+ 17.27% |
$573K - $682K
|
64K
$4.46M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
6.05KNew |
$368K - $437K
|
6.05K
$421K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
319+ 1.72% |
$19.4K - $23.1K
|
18.9K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-800- 21.89% |
$48.6K - $57.9K
|
2.85K
$199K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.42K+ 8.17% |
$86.1K - $102K
|
18.7K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-350- 6.89% |
$21.3K - $25.3K
|
4.73K
$329K
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-19- 0.47% |
$1.16K - $1.37K
|
4.02K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.24K- 9.31% |
$75.6K - $90K
|
12.1K
$844K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
450+ 8.53% |
$27.4K - $32.5K
|
5.73K
$399K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 22.43% |
$63K - $74.9K
|
5.65K
$394K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.93K+ 18.45% |
$117K - $140K
|
12.4K
$863K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
246+ 2.42% |
$15K - $17.8K
|
10.4K
$724K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.36K+ 3.11% |
$82.8K - $98.4K
|
45.2K
$3.15M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-301K- 90.36% |
$18.3M - $21.8M
|
32.1K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
30KNew |
$1.82M - $2.17M
|
30K
$2.09M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.52K- 34.4% |
$153K - $182K
|
4.81K
$335K
|