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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
3.95K+ 44.78% |
$240K - $286K
|
12.8K
$903K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-250- 41.53% |
$15.2K - $18.1K
|
352
$24.9K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-18.5KClosed |
$1.12M - $1.34M
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-1K- 79.87% |
$61.1K - $72.6K
|
253
$17.9K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
881New |
$53.6K - $63.7K
|
881
$62.3K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
10+ 0.49% |
$608 - $723
|
2.07K
$146K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
5.9K+ 16.3% |
$359K - $427K
|
42.1K
$2.98M
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-2.8K- 78.52% |
$171K - $203K
|
767
$54.2K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
100+ 0.84% |
$6.08K - $7.23K
|
11.9K
$844K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.94K+ 2.57% |
$179K - $212K
|
117K
$8.3M
|
|
|
May 06, 2025
Q1 2025
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
21.2KNew |
$1.29M - $1.53M
|
21.2K
$1.5M
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
11.7KNew |
$711K - $845K
|
11.7K
$826K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
3.03K+ 23.46% |
$184K - $219K
|
16K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2.8KNew |
$171K - $203K
|
2.8K
$198K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
1.12KNew |
$68K - $80.9K
|
1.12K
$79K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-33.7K- 55.77% |
$2.05M - $2.44M
|
26.7K
$1.89M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.69K+ 6.42% |
$103K - $122K
|
28K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2.98KNew |
$181K - $215K
|
2.98K
$210K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-201- 3.43% |
$12.2K - $14.5K
|
5.66K
$400K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3.46KNew |
$211K - $250K
|
3.46K
$245K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
70New |
$4.26K - $5.06K
|
70
$4.95K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7+ 4.79% |
$426 - $506
|
153
$10.8K
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
BUY
|
- |
9.6KNew |
$584K - $694K
|
9.6K
$679K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
180+ 22.5% |
$10.9K - $13K
|
980
$69.3K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-610- 8.41% |
$37.1K - $44.1K
|
6.64K
$469K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
3.12KNew |
$190K - $226K
|
3.12K
$221K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.96KNew |
$180K - $214K
|
2.96K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
44+ 0.54% |
$2.68K - $3.18K
|
8.2K
$580K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
21New |
$1.28K - $1.52K
|
21
$1.48K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8.62K+ 30.74% |
$524K - $623K
|
36.7K
$2.59M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-4.92K- 56.55% |
$299K - $355K
|
3.78K
$267K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.77KNew |
$533K - $634K
|
8.77K
$620K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
3.01KNew |
$183K - $217K
|
3.01K
$212K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.8KNew |
$170K - $202K
|
2.8K
$198K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
2.88KNew |
$175K - $208K
|
2.88K
$203K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
196+ 6.05% |
$11.9K - $14.2K
|
3.44K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.61KNew |
$98K - $117K
|
1.61K
$114K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.45KNew |
$88K - $105K
|
1.45K
$102K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
8.54KNew |
$519K - $618K
|
8.54K
$604K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.86KNew |
$113K - $135K
|
1.86K
$131K
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1K- 38.46% |
$60.8K - $72.3K
|
1.6K
$113K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.08K- 0.68% |
$127K - $151K
|
306K
$21.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
5K+ 0.48% |
$304K - $362K
|
1.05M
$74M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.41K+ 16.14% |
$85.8K - $102K
|
10.2K
$718K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
95+ 3.19% |
$5.78K - $6.87K
|
3.07K
$217K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
4New |
$243 - $289
|
4
$283
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
74+ 4.33% |
$4.5K - $5.35K
|
1.78K
$126K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-80- 2.28% |
$4.86K - $5.79K
|
3.43K
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
3.13KNew |
$190K - $226K
|
3.13K
$221K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-13K- 78.34% |
$791K - $940K
|
3.6K
$254K
|
|