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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2025
Q4 2024
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
30.9KNew |
$1.91M - $2.22M
|
30.9K
$2.17M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.9KNew |
$179K - $208K
|
2.9K
$204K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
12.6KNew |
$776K - $901K
|
12.6K
$884K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.59KNew |
$221K - $257K
|
3.59K
$252K
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
10.7KNew |
$663K - $770K
|
10.7K
$756K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-703- 12.66% |
$43.4K - $50.4K
|
4.85K
$341K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
19.9KNew |
$1.23M - $1.43M
|
19.9K
$1.4M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
600+ 4.41% |
$37K - $43K
|
14.2K
$1M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
201K+ 22.54% |
$12.4M - $14.4M
|
1.09M
$77M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.39K+ 26.78% |
$457K - $530K
|
35K
$2.46M
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
5.3KNew |
$327K - $380K
|
5.3K
$373K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
326+ 0.81% |
$20.1K - $23.4K
|
40.6K
$2.86M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-300- 1.61% |
$18.5K - $21.5K
|
18.3K
$1.29M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
8.96KNew |
$553K - $643K
|
8.96K
$631K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
81+ 0.2% |
$5K - $5.81K
|
41.2K
$2.9M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
4.06KNew |
$251K - $291K
|
4.06K
$286K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.75KNew |
$293K - $341K
|
4.75K
$334K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-898- 0.37% |
$55.4K - $64.4K
|
245K
$17.2M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-409- 8.84% |
$25.3K - $29.3K
|
4.22K
$297K
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-68.3K- 34.4% |
$4.22M - $4.9M
|
130K
$9.17M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.59K+ 13.31% |
$283K - $329K
|
39.1K
$2.75M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-214- 0.86% |
$13.2K - $15.3K
|
24.7K
$1.74M
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-31- 0.72% |
$1.91K - $2.22K
|
4.27K
$300K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
15+ 2.16% |
$926 - $1.08K
|
710
$50K
|
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-9.15K- 10.4% |
$565K - $656K
|
78.8K
$5.54M
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
3.24MNew |
$200M - $233M
|
3.24M
$228M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-65- 1.75% |
$4.01K - $4.66K
|
3.65K
$257K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
10.4KNew |
$644K - $747K
|
10.4K
$733K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
5.9KNew |
$364K - $423K
|
5.9K
$415K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
4.33KNew |
$267K - $310K
|
4.33K
$304K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
8.21KNew |
$507K - $589K
|
8.21K
$578K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-154- 3.95% |
$9.51K - $11K
|
3.75K
$264K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
208+ 57.46% |
$12.8K - $14.9K
|
570
$40.1K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-52- 0.52% |
$3.21K - $3.73K
|
9.92K
$698K
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
23.5KNew |
$1.45M - $1.68M
|
23.5K
$1.65M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
146New |
$9.01K - $10.5K
|
146
$10.3K
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-4.8K- 36.3% |
$296K - $344K
|
8.42K
$593K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.08% |
$185 - $215
|
3.55K
$250K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.7KNew |
$228K - $265K
|
3.7K
$260K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.12K- 3.91% |
$131K - $152K
|
52.1K
$3.67M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
400+ 6.35% |
$24.7K - $28.7K
|
6.7K
$471K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
17.3KNew |
$1.07M - $1.24M
|
17.3K
$1.22M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-23.2K- 21.25% |
$1.44M - $1.67M
|
86.2K
$6.06M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-301K- 98.23% |
$18.6M - $21.6M
|
5.43K
$382K
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
12.4K+ 946.79% |
$765K - $888K
|
13.7K
$964K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.72K+ 38.52% |
$229K - $267K
|
13.4K
$941K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.05KNew |
$312K - $362K
|
5.05K
$355K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
645+ 1.29% |
$39.8K - $46.3K
|
50.6K
$3.56M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-794- 2.97% |
$49K - $56.9K
|
25.9K
$1.83M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-8.88K- 25.95% |
$548K - $637K
|
25.3K
$1.78M
|