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 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
36+ 0.91% |
$2.36K - $2.58K
|
3.99K
$282K
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
SELL
|
- |
-118- 1.64% |
$7.75K - $8.46K
|
7.08K
$500K
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-972- 1.65% |
$63.8K - $69.7K
|
58K
$4.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.09K- 1.12% |
$71.7K - $78.3K
|
96.3K
$6.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
SELL
|
- |
-266- 1.36% |
$17.5K - $19.1K
|
19.3K
$1.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.35K+ 0.72% |
$88.9K - $97K
|
189K
$13.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
647+ 1.03% |
$42.5K - $46.4K
|
63.5K
$4.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.06K- 76.64% |
$136K - $148K
|
629
$44.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-16K- 28.7% |
$1.05M - $1.14M
|
39.7K
$2.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Tikehau Investment Management
Paris, I0 |
SELL
|
- |
-18.1K- 33.96% |
$1.19M - $1.3M
|
35.3K
$2.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.35K- 1.58% |
$154K - $168K
|
147K
$10.4M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-804- 4.76% |
$52.8K - $57.6K
|
16.1K
$1.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-93- 8.03% |
$6.11K - $6.67K
|
1.07K
$75.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-703- 7.92% |
$46.2K - $50.4K
|
8.17K
$578K
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
23+ 0.73% |
$1.51K - $1.65K
|
3.18K
$225K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9.81K- 8.21% |
$644K - $703K
|
110K
$7.75M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-16- 1.68% |
$1.05K - $1.15K
|
937
$66.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
2.8K+ 37.59% |
$184K - $201K
|
10.3K
$725K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8.18K- 3.7% |
$537K - $587K
|
213K
$15.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
SELL
|
- |
-536- 4.1% |
$35.2K - $38.4K
|
12.5K
$886K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
424+ 3.28% |
$27.8K - $30.4K
|
13.4K
$944K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
77+ 0.3% |
$5.06K - $5.52K
|
25.8K
$1.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.2K+ 30.54% |
$78.6K - $85.8K
|
5.12K
$362K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-701- 18.85% |
$46K - $50.2K
|
3.02K
$213K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.31K+ 22.69% |
$283K - $309K
|
23.3K
$1.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-391- 6.73% |
$25.7K - $28K
|
5.42K
$383K
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.65K- 22.27% |
$108K - $118K
|
5.76K
$407K
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
8.49K+ 23.06% |
$558K - $609K
|
45.3K
$3.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.01K+ 1.68% |
$66.6K - $72.7K
|
61.6K
$4.35M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
416+ 12.59% |
$27.3K - $29.8K
|
3.72K
$263K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
531+ 1.53% |
$34.9K - $38.1K
|
35.1K
$2.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
3.56KNew |
$234K - $255K
|
3.56K
$251K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
160+ 2.08% |
$10.5K - $11.5K
|
7.84K
$554K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-240- 5.41% |
$15.8K - $17.2K
|
4.2K
$297K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.9K+ 4.43% |
$125K - $136K
|
44.8K
$3.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.87K+ 8.97% |
$123K - $134K
|
22.7K
$1.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.52K- 7.96% |
$231K - $253K
|
40.7K
$2.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
57+ 0.37% |
$3.74K - $4.09K
|
15.6K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
225+ 0.64% |
$14.8K - $16.1K
|
35.3K
$2.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
33+ 0.76% |
$2.17K - $2.37K
|
4.39K
$310K
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
24.2K+ 217.16% |
$1.59M - $1.73M
|
35.3K
$2.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
125+ 0.07% |
$8.21K - $8.96K
|
178K
$12.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-460- 1.67% |
$30.2K - $33K
|
27.1K
$1.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
8.24KNew |
$541K - $590K
|
8.24K
$582K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
637+ 8.55% |
$41.8K - $45.7K
|
8.09K
$572K
|
|
|
Oct 17, 2025
Q3 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
SELL
|
- |
-494- 13.76% |
$32.4K - $35.4K
|
3.1K
$219K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.76K+ 8.73% |
$116K - $126K
|
22K
$1.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
338+ 1.34% |
$22.2K - $24.2K
|
25.5K
$1.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-311- 5.43% |
$20.4K - $22.3K
|
5.42K
$383K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
48+ 0.14% |
$3.15K - $3.44K
|
34.8K
$2.46M
|
|