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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
135+ 0.28% |
$8.21K - $9.76K
|
48.8K
$3.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.37K- 0.76% |
$83.6K - $99.4K
|
180K
$13.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-650- 1.88% |
$39.5K - $47K
|
33.9K
$2.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-941- 3.36% |
$57.2K - $68.1K
|
27.1K
$1.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
16+ 0.16% |
$973 - $1.16K
|
10.1K
$741K
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-7- 0.18% |
$426 - $506
|
3.87K
$282K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-435- 0.52% |
$26.5K - $31.5K
|
83.8K
$6.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.05K+ 7.65% |
$64K - $76.2K
|
14.8K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3.13K+ 40.35% |
$190K - $226K
|
10.9K
$794K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-278- 2.62% |
$16.9K - $20.1K
|
10.3K
$753K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-375- 8.29% |
$22.8K - $27.1K
|
4.15K
$303K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-374- 1.21% |
$22.7K - $27K
|
30.5K
$2.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
477+ 3.61% |
$29K - $34.5K
|
13.7K
$1M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
756+ 4.52% |
$46K - $54.7K
|
17.5K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-15- 0.03% |
$912 - $1.08K
|
44.1K
$3.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
443+ 11.75% |
$26.9K - $32K
|
4.21K
$308K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.54K+ 29.27% |
$337K - $401K
|
24.5K
$1.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.42K- 19.61% |
$330K - $392K
|
22.2K
$1.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-20.1K- 1.2% |
$1.22M - $1.45M
|
1.65M
$121M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.17K- 21.84% |
$71.3K - $84.8K
|
4.2K
$306K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-443- 8.45% |
$26.9K - $32K
|
4.8K
$350K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.18K+ 4.2% |
$193K - $230K
|
78.9K
$5.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
3.2KNew |
$195K - $231K
|
3.2K
$234K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-100- 1.4% |
$6.08K - $7.23K
|
7.04K
$514K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
159+ 3.83% |
$9.67K - $11.5K
|
4.31K
$314K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.92K- 0.61% |
$117K - $139K
|
315K
$23M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
104+ 2.65% |
$6.32K - $7.52K
|
4.03K
$294K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
28+ 0.14% |
$1.7K - $2.02K
|
19.9K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
15K+ 56.8% |
$911K - $1.08M
|
41.4K
$3.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-400- 2.42% |
$24.3K - $28.9K
|
16.1K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-185- 0.45% |
$11.2K - $13.4K
|
41.2K
$3.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.82K- 61.29% |
$111K - $132K
|
1.15K
$84.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-62- 10.78% |
$3.77K - $4.48K
|
513
$37.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-750- 6.07% |
$45.6K - $54.2K
|
11.6K
$848K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
487+ 7.98% |
$29.6K - $35.2K
|
6.59K
$481K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-69- 1.09% |
$4.2K - $4.99K
|
6.27K
$458K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.05K- 2.94% |
$246K - $293K
|
134K
$9.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.25K- 17.7% |
$76K - $90.4K
|
5.81K
$424K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-10- 0.21% |
$608 - $723
|
4.7K
$343K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-19- 0.16% |
$1.16K - $1.37K
|
11.5K
$843K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-24.4K- 12.64% |
$1.49M - $1.77M
|
169K
$12.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-651- 2.44% |
$39.6K - $47.1K
|
26K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-32.9K- 11.84% |
$2M - $2.38M
|
245K
$17.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-44- 0.2% |
$2.68K - $3.18K
|
21.8K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
2+ 0.02% |
$122 - $145
|
8.27K
$603K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
13+ 0.33% |
$791 - $940
|
3.92K
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
2.76K+ 3.05% |
$168K - $200K
|
93.4K
$6.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-13- 0.15% |
$791 - $940
|
8.78K
$641K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.14K+ 4.18% |
$130K - $155K
|
53.4K
$3.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.56K- 5.04% |
$277K - $330K
|
86K
$6.28M
|