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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-44- 9.24% |
$2.89K - $3.15K
|
432
$30.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
672+ 2.88% |
$44.1K - $48.2K
|
24K
$1.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
6+ 0.18% |
$394 - $430
|
3.34K
$236K
|
|
|
Oct 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
13K+ 4.14% |
$852K - $930K
|
327K
$23.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
12+ 0.39% |
$788 - $860
|
3.09K
$218K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.1K+ 16.98% |
$138K - $151K
|
14.5K
$1.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
20.9K+ 174.41% |
$1.37M - $1.5M
|
32.9K
$2.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 19.1% |
$109K - $119K
|
7.06K
$499K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-394- 7.97% |
$25.9K - $28.2K
|
4.55K
$322K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
207+ 2.7% |
$13.6K - $14.8K
|
7.86K
$556K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
16.7K+ 91.96% |
$1.1M - $1.2M
|
34.9K
$2.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-525- 1.43% |
$34.5K - $37.6K
|
36.1K
$2.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-605- 7.03% |
$39.7K - $43.4K
|
8K
$565K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19.1K+ 12.34% |
$1.25M - $1.37M
|
174K
$12.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.86K+ 2.9% |
$253K - $277K
|
137K
$9.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.91K- 24.18% |
$125K - $137K
|
5.98K
$423K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
216+ 1.27% |
$14.2K - $15.5K
|
17.2K
$1.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
36+ 0.55% |
$2.36K - $2.58K
|
6.62K
$468K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4+ 0.11% |
$263 - $287
|
3.59K
$254K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
162+ 2.07% |
$10.6K - $11.6K
|
8K
$565K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
5.77K+ 6.88% |
$379K - $414K
|
89.7K
$6.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-340- 6.64% |
$22.3K - $24.4K
|
4.78K
$338K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.31K+ 46.68% |
$86.2K - $94.1K
|
4.13K
$292K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-591- 2.73% |
$38.8K - $42.4K
|
21.1K
$1.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
46+ 0.27% |
$3.02K - $3.3K
|
17.1K
$1.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.57K+ 40.84% |
$169K - $184K
|
8.85K
$626K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
19+ 0.12% |
$1.25K - $1.36K
|
16.2K
$1.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-250- 0.41% |
$16.4K - $17.9K
|
61K
$4.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
401+ 3.61% |
$26.3K - $28.7K
|
11.5K
$813K
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-465- 4.18% |
$30.5K - $33.3K
|
10.7K
$754K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
29+ 0.04% |
$1.9K - $2.08K
|
64.6K
$4.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
285+ 1.53% |
$18.7K - $20.4K
|
18.9K
$1.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.7K- 2.45% |
$112K - $122K
|
67.7K
$4.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6.2K- 1.38% |
$407K - $444K
|
442K
$31.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
776K+ 232.01% |
$51M - $55.6M
|
1.11M
$78.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-460- 5.53% |
$30.2K - $33K
|
7.87K
$556K
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
654+ 2.45% |
$42.9K - $46.9K
|
27.4K
$1.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.82K- 85.29% |
$120K - $131K
|
314
$22.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
85+ 2.47% |
$5.58K - $6.09K
|
3.53K
$249K
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-187- 0.33% |
$12.3K - $13.4K
|
56.7K
$4.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.31K+ 44.15% |
$86K - $93.9K
|
4.28K
$302K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.5K+ 12.71% |
$98.5K - $108K
|
13.3K
$940K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-16- 1.64% |
$1.05K - $1.15K
|
960
$67.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
261+ 5.33% |
$17.1K - $18.7K
|
5.16K
$364K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-41- 0.28% |
$2.69K - $2.94K
|
14.7K
$1.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
159+ 9.59% |
$10.4K - $11.4K
|
1.82K
$128K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.34K- 5.74% |
$285K - $311K
|
71.2K
$5.03M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-3.23K- 50.45% |
$212K - $231K
|
3.17K
$224K
|
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
482+ 1.87% |
$31.7K - $34.5K
|
26.3K
$1.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
20.6K+ 2.87% |
$1.35M - $1.47M
|
737K
$52.1M
|
|