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 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-610- 99.51% |
$37.1K - $44.1K
|
3
$209
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
267+ 4.59% |
$16.2K - $19.3K
|
6.09K
$424K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
8.11K+ 11.11% |
$493K - $586K
|
81.1K
$5.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
200+ 1.64% |
$12.2K - $14.5K
|
12.4K
$864K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
201+ 1.94% |
$12.2K - $14.5K
|
10.6K
$737K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.06K+ 7.07% |
$125K - $149K
|
31.1K
$2.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-50- 0.14% |
$3.04K - $3.62K
|
34.7K
$2.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.85KNew |
$173K - $206K
|
2.85K
$198K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-671- 11.69% |
$40.8K - $48.5K
|
5.07K
$353K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
520+ 12.71% |
$31.6K - $37.6K
|
4.61K
$321K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.09K+ 11.5% |
$66.3K - $78.8K
|
10.6K
$736K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.23K+ 13.39% |
$75K - $89.2K
|
10.4K
$727K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.09KNew |
$188K - $223K
|
3.09K
$215K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-514K- 57.27% |
$31.3M - $37.2M
|
384K
$26.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.46K- 33.22% |
$88.8K - $106K
|
2.94K
$205K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
45.7K+ 87.63% |
$2.78M - $3.3M
|
97.8K
$6.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-103- 3.13% |
$6.26K - $7.45K
|
3.19K
$222K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-150- 1.26% |
$9.12K - $10.8K
|
11.7K
$816K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-46.7K- 2.86% |
$2.84M - $3.38M
|
1.59M
$110M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
378+ 5.81% |
$23K - $27.3K
|
6.88K
$479K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.23K+ 6.08% |
$257K - $306K
|
73.7K
$5.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-2.49K- 2.38% |
$151K - $180K
|
102K
$7.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.45K- 9.78% |
$88.3K - $105K
|
13.4K
$933K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
251+ 0.95% |
$15.3K - $18.2K
|
26.7K
$1.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.66KNew |
$223K - $265K
|
3.66K
$255K
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-28.6K- 90.13% |
$1.74M - $2.07M
|
3.13K
$218K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-2.24K- 14.73% |
$136K - $162K
|
13K
$904K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
135+ 0.28% |
$8.21K - $9.76K
|
48.8K
$3.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-650- 1.88% |
$39.5K - $47K
|
33.9K
$2.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
16+ 0.16% |
$973 - $1.16K
|
10.1K
$707K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-435- 0.52% |
$26.5K - $31.5K
|
83.8K
$5.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-278- 2.62% |
$16.9K - $20.1K
|
10.3K
$718K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-375- 8.29% |
$22.8K - $27.1K
|
4.15K
$289K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-374- 1.21% |
$22.7K - $27K
|
30.5K
$2.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-15- 0.03% |
$912 - $1.08K
|
44.1K
$3.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
443+ 11.75% |
$26.9K - $32K
|
4.21K
$294K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.54K+ 29.27% |
$337K - $401K
|
24.5K
$1.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.42K- 19.61% |
$330K - $392K
|
22.2K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.17K- 21.84% |
$71.3K - $84.8K
|
4.2K
$292K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
3.2KNew |
$195K - $231K
|
3.2K
$223K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-100- 1.4% |
$6.08K - $7.23K
|
7.04K
$491K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-400- 2.42% |
$24.3K - $28.9K
|
16.1K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-62- 10.78% |
$3.77K - $4.48K
|
513
$35.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-750- 6.07% |
$45.6K - $54.2K
|
11.6K
$809K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
487+ 7.98% |
$29.6K - $35.2K
|
6.59K
$459K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.05K- 2.94% |
$246K - $293K
|
134K
$9.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-19- 0.16% |
$1.16K - $1.37K
|
11.5K
$804K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-32.9K- 11.84% |
$2M - $2.38M
|
245K
$17.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
2.76K+ 3.05% |
$168K - $200K
|
93.4K
$6.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-13- 0.15% |
$791 - $940
|
8.78K
$612K
|