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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.33K+ 8.48% |
$153K - $167K
|
29.8K
$2.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
173+ 0.49% |
$11.4K - $12.4K
|
35.4K
$2.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-7.1K- 1.13% |
$466K - $509K
|
621K
$43.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
5.77KNew |
$379K - $413K
|
5.77K
$408K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-493- 7.19% |
$32.4K - $35.3K
|
6.37K
$450K
|
|
|
Oct 30, 2025
Q3 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-956- 21.18% |
$62.8K - $68.5K
|
3.56K
$251K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
11.9K+ 6.33% |
$783K - $854K
|
200K
$14.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.4% |
$131 - $143
|
498
$35.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
52+ 2.92% |
$3.41K - $3.73K
|
1.83K
$129K
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-168- 1.92% |
$11K - $12K
|
8.57K
$606K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1K+ 25.04% |
$65.7K - $71.7K
|
4.99K
$353K
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-92- 2.8% |
$6.04K - $6.59K
|
3.19K
$226K
|
|
|
Oct 30, 2025
Q3 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-101- 0.06% |
$6.63K - $7.24K
|
173K
$12.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
172+ 5.06% |
$11.3K - $12.3K
|
3.57K
$252K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-149- 0.83% |
$9.78K - $10.7K
|
17.8K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
200+ 0.47% |
$13.1K - $14.3K
|
42.7K
$3.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-3.63K- 18.62% |
$238K - $260K
|
15.9K
$1.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
86+ 1.03% |
$5.65K - $6.16K
|
8.45K
$597K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
227K+ 17.74% |
$14.9M - $16.2M
|
1.5M
$106M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.59K+ 12.79% |
$105K - $114K
|
14K
$993K
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
SELL
|
- |
-8.78K- 7.99% |
$576K - $629K
|
101K
$7.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
5+ 0.04% |
$328 - $358
|
11.2K
$792K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.74KNew |
$180K - $197K
|
2.74K
$194K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-8- 0.01% |
$525 - $573
|
76.7K
$5.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-66K- 13.15% |
$4.34M - $4.73M
|
436K
$30.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-36.4K- 13.64% |
$2.39M - $2.61M
|
230K
$16.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-200- 15.48% |
$13.1K - $14.3K
|
1.09K
$77.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
9+ 0.16% |
$591 - $645
|
5.71K
$403K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.31K- 4.58% |
$85.8K - $93.6K
|
27.2K
$1.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.83K- 13.95% |
$120K - $131K
|
11.3K
$799K
|
|
|
Oct 30, 2025
Q3 2025
|
Broadwater Capital Management LLC
Boston, MA |
SELL
|
- |
-75- 0.13% |
$4.93K - $5.38K
|
55.6K
$3.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
3.1KNew |
$204K - $222K
|
3.1K
$219K
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
404+ 12.06% |
$26.5K - $29K
|
3.75K
$265K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.38K+ 148.95% |
$353K - $385K
|
8.99K
$635K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.6K- 28.2% |
$236K - $258K
|
9.15K
$647K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-65- 0.24% |
$4.27K - $4.66K
|
27K
$1.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
6.73K+ 89.47% |
$442K - $482K
|
14.2K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-182K- 77.14% |
$11.9M - $13M
|
53.8K
$3.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.43K- 7.64% |
$93.6K - $102K
|
17.2K
$1.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
44.9KNew |
$2.95M - $3.22M
|
44.9K
$3.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.45K+ 7.81% |
$95K - $104K
|
20K
$1.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-422- 3.95% |
$27.7K - $30.2K
|
10.3K
$725K
|
|
|
Oct 29, 2025
Q3 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
3.6KNew |
$236K - $258K
|
3.6K
$254K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
112+ 0.62% |
$7.36K - $8.03K
|
18.2K
$1.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-20- -0.0% |
$1.31K - $1.43K
|
819K
$57.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
16KNew |
$1.05M - $1.15M
|
16K
$1.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-438- 25.44% |
$28.8K - $31.4K
|
1.28K
$90.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
9.76K+ 11.26% |
$641K - $700K
|
96.5K
$6.82M
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-842- 3.84% |
$55.3K - $60.3K
|
21.1K
$1.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-770- 5.24% |
$50.6K - $55.2K
|
13.9K
$984K
|
|