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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-25.9K- 8.34% |
$1.57M - $1.87M
|
285K
$19.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
358+ 2.69% |
$21.8K - $25.9K
|
13.7K
$951K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.59K- 19.36% |
$157K - $187K
|
10.8K
$751K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.21K- 5.66% |
$73.5K - $87.4K
|
20.1K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-2.6K- 30.69% |
$158K - $188K
|
5.88K
$409K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.69K- 0.17% |
$103K - $122K
|
965K
$67.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
56+ 3.01% |
$3.41K - $4.05K
|
1.91K
$133K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
705+ 1.76% |
$42.9K - $51K
|
40.7K
$2.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.5K- 7.94% |
$91.2K - $108K
|
17.4K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
36.5K+ 2.01% |
$2.22M - $2.64M
|
1.85M
$129M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-284- 11.45% |
$17.3K - $20.5K
|
2.2K
$153K
|
|
|
Apr 21, 2025
Q1 2025
|
Clark & Stuart, Inc
Portland, ME |
SELL
|
- |
-115- 0.45% |
$6.99K - $8.32K
|
25.3K
$1.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-3.16K- 7.62% |
$192K - $229K
|
38.3K
$2.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1+ 0.0% |
$60.8 - $72.3
|
34.7K
$2.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-161- 1.17% |
$9.79K - $11.6K
|
13.6K
$944K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-348- 1.42% |
$21.2K - $25.2K
|
24.1K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-393- 2.5% |
$23.9K - $28.4K
|
15.3K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
13+ 0.07% |
$791 - $940
|
19.1K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
360+ 360.0% |
$21.9K - $26K
|
460
$32K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-100- 2.53% |
$6.08K - $7.23K
|
3.85K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
42K+ 20.34% |
$2.55M - $3.04M
|
249K
$17.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-39- 0.3% |
$2.37K - $2.82K
|
13.1K
$910K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
11.1KNew |
$677K - $806K
|
11.1K
$776K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
359+ 9.58% |
$21.8K - $26K
|
4.11K
$286K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
3.05KNew |
$186K - $221K
|
3.05K
$213K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
91+ 0.73% |
$5.53K - $6.58K
|
12.5K
$870K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.84K- 40.7% |
$112K - $133K
|
2.68K
$187K
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-2.9K- 1.62% |
$177K - $210K
|
176K
$12.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
730+ 12.34% |
$44.4K - $52.8K
|
6.64K
$463K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
710+ 0.47% |
$43.2K - $51.3K
|
152K
$10.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-264- 3.95% |
$16.1K - $19.1K
|
6.42K
$447K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2K- 2.07% |
$122K - $145K
|
94.4K
$6.58M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.7K- 31.18% |
$104K - $123K
|
3.76K
$262K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
179+ 2.81% |
$10.9K - $12.9K
|
6.56K
$457K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.08K- 13.69% |
$65.4K - $77.7K
|
6.78K
$472K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-93- 1.38% |
$5.66K - $6.73K
|
6.66K
$464K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-968- 7.01% |
$58.9K - $70K
|
12.8K
$894K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.92K+ 3.34% |
$238K - $283K
|
121K
$8.45M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-602- 3.43% |
$36.6K - $43.5K
|
16.9K
$1.18M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
119+ 0.22% |
$7.24K - $8.61K
|
54.9K
$3.82M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
78+ 0.85% |
$4.74K - $5.64K
|
9.21K
$641K
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
44+ 1.05% |
$2.68K - $3.18K
|
4.24K
$295K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.83K+ 10.49% |
$112K - $133K
|
19.3K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-126- 1.17% |
$7.66K - $9.11K
|
10.7K
$744K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.5K+ 2.72% |
$91.5K - $109K
|
56.7K
$3.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
21+ 0.64% |
$1.28K - $1.52K
|
3.3K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-350- 8.52% |
$21.3K - $25.3K
|
3.76K
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-10.8K- 36.35% |
$657K - $781K
|
18.9K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
473+ 0.5% |
$28.8K - $34.2K
|
94.5K
$6.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
39+ 38.24% |
$2.37K - $2.82K
|
141
$9.82K
|