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 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-100- 0.91% |
$6.08K - $7.23K
|
10.9K
$757K
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
17.5K+ 2.96% |
$1.07M - $1.27M
|
609K
$42.4M
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-98- 2.13% |
$5.96K - $7.09K
|
4.5K
$314K
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.94K+ 3.7% |
$179K - $213K
|
82.4K
$5.74M
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-196- 2.22% |
$11.9K - $14.2K
|
8.64K
$602K
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-478- 1.97% |
$29.1K - $34.6K
|
23.8K
$1.66M
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.37K+ 5.85% |
$83.4K - $99.2K
|
24.8K
$1.73M
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-23- 0.61% |
$1.4K - $1.66K
|
3.75K
$261K
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
555+ 0.29% |
$33.7K - $40.1K
|
192K
$13.4M
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
141+ 4.1% |
$8.57K - $10.2K
|
3.58K
$249K
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
103+ 0.36% |
$6.26K - $7.45K
|
28.9K
$2.01M
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-790- 15.15% |
$48K - $57.1K
|
4.43K
$308K
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-29- 0.11% |
$1.76K - $2.1K
|
27.4K
$1.91M
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-1.56K- 28.55% |
$94.9K - $113K
|
3.91K
$272K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
359+ 2.98% |
$21.8K - $26K
|
12.4K
$863K
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-90- 0.97% |
$5.47K - $6.51K
|
9.23K
$643K
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-12.8K- 3.06% |
$778K - $925K
|
405K
$28.2M
|
|
Apr 10, 2025
Q1 2025
|
Bonness Enterprises Inc
|
SELL
|
- |
-1.5K- 5.07% |
$91.2K - $108K
|
28.1K
$1.96M
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-315- 5.27% |
$19.2K - $22.8K
|
5.66K
$394K
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3.02KNew |
$184K - $218K
|
3.02K
$210K
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
62.7K+ 7.09% |
$3.81M - $4.54M
|
947K
$66M
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-1.39K- 16.37% |
$84.2K - $100K
|
7.08K
$493K
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
129+ 0.1% |
$7.84K - $9.33K
|
131K
$9.1M
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
485+ 11.25% |
$29.5K - $35.1K
|
4.8K
$334K
|
|
Apr 09, 2025
Q1 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2.8KNew |
$170K - $203K
|
2.8K
$195K
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-3.76K- 11.37% |
$228K - $272K
|
29.3K
$2.04M
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.91K- 1.81% |
$116K - $138K
|
104K
$7.23M
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.9KNew |
$176K - $210K
|
2.9K
$202K
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-10.8K- 46.77% |
$654K - $778K
|
12.2K
$852K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.51K+ 6.74% |
$274K - $326K
|
71.4K
$4.98M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-194- 12.49% |
$11.8K - $14K
|
1.36K
$94.7K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-24- 0.12% |
$1.46K - $1.74K
|
20K
$1.39M
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-42- 1.04% |
$2.55K - $3.04K
|
4K
$279K
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-30- 0.65% |
$1.82K - $2.17K
|
4.55K
$317K
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
1.34K+ 20.6% |
$81.4K - $96.8K
|
7.84K
$546K
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
32+ 0.24% |
$1.95K - $2.31K
|
13.3K
$928K
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.58K- 1.41% |
$157K - $186K
|
180K
$12.5M
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-107- 1.88% |
$6.51K - $7.74K
|
5.59K
$390K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.85K+ 7.17% |
$416K - $495K
|
102K
$7.13M
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-299- 3.78% |
$18.2K - $21.6K
|
7.61K
$530K
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.69K- 0.69% |
$102K - $122K
|
243K
$16.9M
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-316- 1.39% |
$19.2K - $22.9K
|
22.4K
$1.56M
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-63- 0.35% |
$3.83K - $4.56K
|
17.8K
$1.24M
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
4.76KNew |
$289K - $344K
|
4.76K
$331K
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-18- 0.24% |
$1.09K - $1.3K
|
7.5K
$522K
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
54+ 14.67% |
$3.28K - $3.91K
|
422
$29.4K
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
62.7K+ 71.11% |
$3.81M - $4.53M
|
151K
$10.5M
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
7.23K+ 2.9% |
$440K - $523K
|
257K
$17.9M
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
7.46K+ 147.01% |
$454K - $540K
|
12.5K
$873K
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-7.51K- 69.16% |
$457K - $543K
|
3.35K
$233K
|