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 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-5- 0.1% |
$342 - $370
|
5.04K
$355K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-89- 0.61% |
$6.08K - $6.58K
|
14.5K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-3.32K- 20.83% |
$227K - $245K
|
12.6K
$890K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.11K- 21.58% |
$76.2K - $82.3K
|
4.05K
$286K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
34+ 1.05% |
$2.32K - $2.51K
|
3.27K
$231K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-237- 2.05% |
$16.2K - $17.5K
|
11.3K
$800K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
53+ 26.24% |
$3.62K - $3.92K
|
255
$18K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
308+ 2.27% |
$21.1K - $22.8K
|
13.9K
$980K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-259- 4.06% |
$17.7K - $19.1K
|
6.12K
$432K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-14- 0.47% |
$957 - $1.03K
|
2.98K
$211K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
215+ 4.29% |
$14.7K - $15.9K
|
5.23K
$369K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-44- 0.73% |
$3.01K - $3.25K
|
5.95K
$420K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.96KNew |
$202K - $219K
|
2.96K
$209K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
19.2K+ 189.82% |
$1.31M - $1.42M
|
29.3K
$2.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
3.68K+ 11.74% |
$252K - $272K
|
35K
$2.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2.95KNew |
$202K - $218K
|
2.95K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
33+ 0.6% |
$2.26K - $2.44K
|
5.52K
$389K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-90- 0.95% |
$6.15K - $6.65K
|
9.42K
$665K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-498- 6.06% |
$34K - $36.8K
|
7.72K
$545K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-2.73K- 4.66% |
$187K - $202K
|
55.8K
$3.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
24+ 0.51% |
$1.64K - $1.77K
|
4.77K
$337K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
378+ 2.0% |
$25.8K - $27.9K
|
19.2K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-122- 3.03% |
$8.34K - $9.02K
|
3.91K
$276K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.9K+ 13.6% |
$335K - $362K
|
40.9K
$2.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-699- 8.34% |
$47.8K - $51.7K
|
7.68K
$542K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
116+ 1.24% |
$7.93K - $8.57K
|
9.46K
$668K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-7- 0.08% |
$479 - $517
|
8.69K
$613K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-446- 1.33% |
$30.5K - $33K
|
33.1K
$2.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-478- 9.47% |
$32.7K - $35.3K
|
4.57K
$323K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.21K+ 12.27% |
$82.7K - $89.3K
|
11.1K
$781K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
297+ 4.95% |
$20.3K - $21.9K
|
6.3K
$444K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-979- 19.25% |
$66.9K - $72.3K
|
4.11K
$290K
|
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
BUY
|
- |
253K+ 335.23% |
$17.3M - $18.7M
|
329K
$23.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
290+ 5.63% |
$19.8K - $21.4K
|
5.44K
$384K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-92.2K- 6.34% |
$6.31M - $6.82M
|
1.36M
$96.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-161- 1.05% |
$11K - $11.9K
|
15.2K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-707- 20.09% |
$48.3K - $52.2K
|
2.81K
$199K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
302+ 5.47% |
$20.6K - $22.3K
|
5.82K
$411K
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-200- 3.25% |
$13.7K - $14.8K
|
5.95K
$420K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
157+ 0.75% |
$10.7K - $11.6K
|
21.2K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
68+ 0.64% |
$4.65K - $5.03K
|
10.6K
$751K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.0% |
$68.4 - $73.9
|
331K
$23.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
49.2K+ 2.98% |
$3.37M - $3.64M
|
1.7M
$120M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-77- 2.85% |
$5.26K - $5.69K
|
2.63K
$185K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
4.76KNew |
$325K - $352K
|
4.76K
$336K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-158- 16.49% |
$10.8K - $11.7K
|
800
$56.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-600- 1.97% |
$41K - $44.3K
|
29.8K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.74K+ 24.52% |
$256K - $276K
|
19K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.85KNew |
$195K - $210K
|
2.85K
$201K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
4+ 0.13% |
$273 - $296
|
3.16K
$223K
|