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 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-350- 8.9% |
$23K - $25.1K
|
3.58K
$253K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.09K+ 6.22% |
$531K - $580K
|
138K
$9.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
740+ 7.74% |
$48.6K - $53K
|
10.3K
$728K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
675+ 5.67% |
$44.3K - $48.4K
|
12.6K
$889K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-12.6K- 8.15% |
$827K - $902K
|
142K
$10M
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-733- 4.16% |
$48.1K - $52.5K
|
16.9K
$1.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-11K- 3.52% |
$723K - $789K
|
302K
$21.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-100- 1.62% |
$6.57K - $7.17K
|
6.06K
$428K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
854+ 2.02% |
$56.1K - $61.2K
|
43.2K
$3.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.15K- 9.1% |
$75.3K - $82.2K
|
11.5K
$810K
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
23+ 0.35% |
$1.51K - $1.65K
|
6.61K
$467K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-102- 2.4% |
$6.7K - $7.31K
|
4.15K
$293K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-86- 2.46% |
$5.65K - $6.16K
|
3.42K
$242K
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
38+ 0.67% |
$2.5K - $2.72K
|
5.74K
$405K
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
17+ 0.5% |
$1.12K - $1.22K
|
3.4K
$240K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-252- 1.59% |
$16.5K - $18.1K
|
15.6K
$1.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
162+ 1.63% |
$10.6K - $11.6K
|
10.1K
$714K
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
12.1KNew |
$797K - $870K
|
12.1K
$858K
|
|
|
Oct 17, 2025
Q3 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
887+ 3.46% |
$58.2K - $63.6K
|
26.5K
$1.87M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-557- 9.25% |
$36.6K - $39.9K
|
5.47K
$386K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-567- 1.65% |
$37.2K - $40.6K
|
33.9K
$2.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
667+ 4.02% |
$43.8K - $47.8K
|
17.3K
$1.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
5+ 0.54% |
$328 - $358
|
930
$65.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
237+ 2.32% |
$15.6K - $17K
|
10.5K
$740K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-379- 0.76% |
$24.9K - $27.2K
|
49.3K
$3.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-399- 8.73% |
$26.2K - $28.6K
|
4.17K
$295K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-503- 0.99% |
$33K - $36.1K
|
50.5K
$3.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
1+ 0.09% |
$65.7 - $71.7
|
1.06K
$74.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 19.88% |
$87.3K - $95.2K
|
5.36K
$378K
|
|
|
Oct 17, 2025
Q3 2025
|
Fruth Investment Management
|
SELL
|
- |
-3.56K- 11.14% |
$234K - $255K
|
28.4K
$2.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
993+ 14.63% |
$65.2K - $71.2K
|
7.78K
$550K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
602+ 16.07% |
$39.5K - $43.1K
|
4.35K
$307K
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
5.14K+ 61.95% |
$338K - $369K
|
13.4K
$950K
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
6.58KNew |
$432K - $471K
|
6.58K
$465K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
32+ 0.22% |
$2.1K - $2.29K
|
14.6K
$1.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
17+ 0.22% |
$1.12K - $1.22K
|
7.63K
$539K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-7- 0.15% |
$460 - $502
|
4.75K
$336K
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-10- 0.09% |
$657 - $717
|
10.5K
$744K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
8.82K+ 13.07% |
$579K - $632K
|
76.3K
$5.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4+ 0.08% |
$263 - $287
|
4.78K
$337K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
635+ 1.34% |
$41.7K - $45.5K
|
47.9K
$3.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-432- 6.09% |
$28.4K - $31K
|
6.67K
$471K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
86+ 1.41% |
$5.65K - $6.16K
|
6.2K
$438K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
889+ 3.37% |
$58.4K - $63.7K
|
27.3K
$1.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-367- 1.83% |
$24.1K - $26.3K
|
19.7K
$1.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.76K- 0.92% |
$116K - $126K
|
190K
$13.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-50.2K- 46.66% |
$3.3M - $3.6M
|
57.4K
$4.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-465- 0.91% |
$30.5K - $33.3K
|
50.9K
$3.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.82K- 4.63% |
$185K - $202K
|
58.1K
$4.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-601- 8.47% |
$39.5K - $43.1K
|
6.49K
$459K
|
|