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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
672+ 10.64% |
$41.5K - $48.2K
|
6.99K
$487K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.95K+ 6.94% |
$120K - $140K
|
30K
$2.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
348+ 12.0% |
$21.5K - $25K
|
3.25K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.16K- 21.03% |
$71.6K - $83.1K
|
4.35K
$303K
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
5.13KNew |
$317K - $368K
|
5.13K
$358K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
20+ 0.41% |
$1.23K - $1.43K
|
4.91K
$342K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.9K+ 7.14% |
$179K - $208K
|
43.4K
$3.03M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
103+ 0.42% |
$6.36K - $7.39K
|
24.5K
$1.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
805+ 7.3% |
$49.7K - $57.7K
|
11.8K
$824K
|
|
|
Feb 03, 2025
Q4 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
10.5K+ 100.0% |
$648K - $753K
|
21K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
SELL
|
- |
-904- 9.2% |
$55.8K - $64.8K
|
8.92K
$621K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
39.3KNew |
$2.43M - $2.82M
|
39.3K
$2.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
29+ 0.57% |
$1.79K - $2.08K
|
5.1K
$355K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
186+ 1.37% |
$11.5K - $13.3K
|
13.7K
$956K
|
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
SELL
|
- |
-200- 11.11% |
$12.3K - $14.3K
|
1.6K
$111K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-209- 26.59% |
$12.9K - $15K
|
577
$40.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.7K- 13.75% |
$167K - $194K
|
16.9K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
23+ 0.39% |
$1.42K - $1.65K
|
5.86K
$408K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
900+ 138.46% |
$55.6K - $64.5K
|
1.55K
$108K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
96New |
$5.93K - $6.88K
|
96
$6.69K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.09K+ 5.5% |
$67.2K - $78K
|
20.9K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.32K+ 1.76% |
$576K - $669K
|
540K
$37.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
7.81KNew |
$482K - $560K
|
7.81K
$544K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
902+ 2.82% |
$55.7K - $64.7K
|
32.9K
$2.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.09KNew |
$67K - $77.8K
|
1.09K
$75.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.64K+ 3.09% |
$163K - $189K
|
87.9K
$6.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
400+ 4.46% |
$24.7K - $28.7K
|
9.37K
$653K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
371+ 25.73% |
$22.9K - $26.6K
|
1.81K
$126K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-19K- 22.99% |
$1.17M - $1.36M
|
63.6K
$4.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
6.61KNew |
$408K - $474K
|
6.61K
$461K
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-9.55K- 66.67% |
$589K - $685K
|
4.77K
$333K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.4KNew |
$272K - $316K
|
4.4K
$307K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
30+ 0.03% |
$1.85K - $2.15K
|
104K
$7.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-681- 8.54% |
$42K - $48.8K
|
7.29K
$508K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
5.05KNew |
$312K - $362K
|
5.05K
$352K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3+ 0.06% |
$185 - $215
|
4.83K
$336K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-175- 46.67% |
$10.8K - $12.5K
|
200
$13.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
5+ 0.23% |
$309 - $359
|
2.13K
$149K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-400- 0.87% |
$24.7K - $28.7K
|
45.3K
$3.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-122- 6.66% |
$7.53K - $8.75K
|
1.71K
$119K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
6.7K+ 525.18% |
$413K - $480K
|
7.97K
$555K
|
|
|
Jan 29, 2025
Q4 2024
|
Reik & Co., LLC
|
SELL
|
- |
-2.89K- 2.48% |
$178K - $207K
|
114K
$7.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5+ 0.09% |
$309 - $359
|
5.6K
$390K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-954- 22.86% |
$58.9K - $68.4K
|
3.22K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
173+ 11.87% |
$10.7K - $12.4K
|
1.63K
$114K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-89- 2.45% |
$5.49K - $6.38K
|
3.54K
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-62- 0.26% |
$3.83K - $4.45K
|
23.6K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-200- 2.67% |
$12.3K - $14.3K
|
7.29K
$508K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
58.3KNew |
$3.6M - $4.18M
|
58.3K
$4.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.72KNew |
$106K - $123K
|
1.72K
$120K
|