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 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
3.44KNew |
$209K - $249K
|
3.44K
$240K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
120+ 0.65% |
$7.3K - $8.68K
|
18.7K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
400+ 3.83% |
$24.3K - $28.9K
|
10.8K
$756K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-817- 30.65% |
$49.7K - $59.1K
|
1.85K
$129K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.81KNew |
$171K - $203K
|
2.81K
$196K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.17K+ 4.47% |
$497K - $591K
|
191K
$13.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-14- 0.41% |
$851 - $1.01K
|
3.42K
$238K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-7.61K- 16.41% |
$463K - $550K
|
38.7K
$2.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-5.77K- 5.33% |
$351K - $417K
|
103K
$7.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-236- 1.07% |
$14.4K - $17.1K
|
21.8K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
1.03K+ 594.25% |
$62.9K - $74.8K
|
1.21K
$84.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-12.6K- 79.68% |
$764K - $909K
|
3.21K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.41K+ 5.97% |
$147K - $174K
|
42.8K
$2.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-8- 1.59% |
$486 - $579
|
494
$34.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-210- 6.1% |
$12.8K - $15.2K
|
3.23K
$225K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.63K- 1.07% |
$342K - $407K
|
522K
$36.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-703- 5.52% |
$42.7K - $50.8K
|
12K
$837K
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
3K+ 59.29% |
$182K - $217K
|
8.06K
$561K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-164- 0.31% |
$9.97K - $11.9K
|
53.2K
$3.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-46.5K- 93.27% |
$2.83M - $3.36M
|
3.36K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.92KNew |
$178K - $211K
|
2.92K
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-144- 1.6% |
$8.76K - $10.4K
|
8.84K
$616K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7.52K+ 5.06% |
$457K - $544K
|
156K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
3.3KNew |
$201K - $239K
|
3.3K
$230K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
7.19K+ 9.31% |
$437K - $520K
|
84.4K
$5.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.14KNew |
$69.3K - $82.4K
|
1.14K
$79.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-23- 0.61% |
$1.4K - $1.66K
|
3.77K
$263K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
113+ 2.83% |
$6.87K - $8.17K
|
4.11K
$286K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.81% |
$2.13K - $2.53K
|
4.28K
$298K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-251- 7.12% |
$15.3K - $18.2K
|
3.28K
$228K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-80- 0.8% |
$4.86K - $5.79K
|
9.9K
$690K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.36K+ 66.73% |
$143K - $171K
|
5.89K
$411K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
41+ 1.15% |
$2.49K - $2.97K
|
3.6K
$251K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
22+ 0.56% |
$1.34K - $1.59K
|
3.93K
$274K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
21.5K+ 41.17% |
$1.31M - $1.55M
|
73.6K
$5.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
8.05K+ 7.46% |
$489K - $582K
|
116K
$8.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
903+ 3.23% |
$54.9K - $65.3K
|
28.8K
$2.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
289+ 4.33% |
$17.6K - $20.9K
|
6.97K
$485K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
23+ 0.24% |
$1.4K - $1.66K
|
9.43K
$657K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-33- 0.28% |
$2.01K - $2.39K
|
11.7K
$818K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
999+ 12.56% |
$60.7K - $72.2K
|
8.95K
$624K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2K- 11.62% |
$122K - $145K
|
15.2K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-494- 4.23% |
$30K - $35.7K
|
11.2K
$780K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-17- 0.03% |
$1.03K - $1.23K
|
61.4K
$4.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
10+ 0.25% |
$608 - $723
|
4K
$279K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
5.48K+ 1.63% |
$333K - $396K
|
342K
$23.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
SELL
|
- |
-7.45K- 71.77% |
$453K - $538K
|
2.93K
$204K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 6.25% |
$426 - $506
|
119
$8.29K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15+ 1.28% |
$912 - $1.08K
|
1.19K
$83K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-879- 21.3% |
$53.5K - $63.6K
|
3.25K
$226K
|