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 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.54K+ 8.52% |
$93.7K - $111K
|
19.6K
$1.37M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.23K- 12.75% |
$74.6K - $88.7K
|
8.4K
$585K
|
|
| Q4 2024 | |||||||
|
Jul 17, 2025
Q4 2024
|
Rk Capital Management, Llc/Fl
Weston, FL |
BUY
|
- |
500KNew |
$30.9M - $35.9M
|
500K
$34.8M
|
|
|
Jul 17, 2025
Q4 2024
|
Rk Capital Management, Llc/Fl
Weston, FL |
BUY
|
PUT |
500KNew |
$30.9M - $35.9M
|
500K
$34.8M
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-133- 47.5% |
$8.21K - $9.54K
|
147
$10.2K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
58New |
$3.58K - $4.16K
|
58
$4.04K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-988K- 7.39% |
$61M - $70.9M
|
12.4M
$863M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-7.96K- 3.99% |
$492K - $571K
|
192K
$13.3M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
18.8KNew |
$1.16M - $1.35M
|
18.8K
$1.31M
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-62- 1.84% |
$3.83K - $4.45K
|
3.31K
$231K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
60.4K+ 5.48% |
$3.73M - $4.33M
|
1.16M
$81M
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
12.7KNew |
$782K - $909K
|
12.7K
$883K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-52.2K- 16.98% |
$3.22M - $3.74M
|
255K
$17.8M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
194K+ 2.61% |
$12M - $13.9M
|
7.61M
$530M
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-34- 0.57% |
$2.1K - $2.44K
|
5.94K
$414K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
20.5K+ 1.7% |
$1.26M - $1.47M
|
1.22M
$85.1M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-922- 1.33% |
$56.9K - $66.1K
|
68.7K
$4.78M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
500+ 3.02% |
$30.9K - $35.9K
|
17K
$1.19M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
49.1KNew |
$3.03M - $3.52M
|
49.1K
$3.42M
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-3.8K- 4.9% |
$235K - $272K
|
73.8K
$5.14M
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-9.29K- 11.43% |
$574K - $666K
|
72K
$5.02M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
514New |
$31.7K - $36.9K
|
514
$35.8K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
30New |
$1.85K - $2.15K
|
30
$2.09K
|
|
|
Apr 23, 2025
Q4 2024
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
19.6KNew |
$1.21M - $1.4M
|
19.6K
$1.36M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
100New |
$6.17K - $7.17K
|
100
$6.97K
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
4.77KNew |
$294K - $342K
|
4.77K
$332K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
27.7KNew |
$1.71M - $1.98M
|
27.7K
$1.93M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
924New |
$57K - $66.3K
|
924
$64.4K
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
10.7KNew |
$663K - $770K
|
10.7K
$748K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-703- 12.66% |
$43.4K - $50.4K
|
4.85K
$338K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
326+ 0.81% |
$20.1K - $23.4K
|
40.6K
$2.83M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-300- 1.61% |
$18.5K - $21.5K
|
18.3K
$1.28M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-214- 0.86% |
$13.2K - $15.3K
|
24.7K
$1.72M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
5.9KNew |
$364K - $423K
|
5.9K
$411K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.08% |
$185 - $215
|
3.55K
$247K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.7KNew |
$228K - $265K
|
3.7K
$258K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
400+ 6.35% |
$24.7K - $28.7K
|
6.7K
$467K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-23.2K- 21.25% |
$1.44M - $1.67M
|
86.2K
$6M
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
12.4K+ 946.79% |
$765K - $888K
|
13.7K
$954K
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-8.88K- 25.95% |
$548K - $637K
|
25.3K
$1.77M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
4.78KNew |
$295K - $343K
|
4.78K
$333K
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
8.71KNew |
$538K - $624K
|
8.71K
$607K
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-157- 3.1% |
$9.69K - $11.3K
|
4.9K
$341K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
755New |
$46.6K - $54.1K
|
755
$52.6K
|
|
|
Feb 20, 2025
Q4 2024
|
Amiral Gestion
Paris, I0 |
BUY
|
- |
140KNew |
$8.65M - $10.1M
|
140K
$9.76M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
33+ 0.65% |
$2.04K - $2.37K
|
5.12K
$357K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
25+ 0.13% |
$1.54K - $1.79K
|
19.1K
$1.33M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
17.1K+ 40.18% |
$1.06M - $1.23M
|
59.7K
$4.16M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
19+ 0.14% |
$1.17K - $1.36K
|
13.3K
$925K
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
970New |
$59.9K - $69.6K
|
970
$67.6K
|
|