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 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-137K- 97.43% |
$8.34M - $9.92M
|
3.62K
$256K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
468+ 2.09% |
$28.5K - $33.8K
|
22.9K
$1.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
344New |
$20.9K - $24.9K
|
344
$24.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
13KNew |
$789K - $939K
|
13K
$917K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
390+ 2.22% |
$23.7K - $28.2K
|
18K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
55New |
$3.34K - $3.98K
|
55
$3.89K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-5- 0.03% |
$304 - $362
|
19.9K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$170K - $203K
|
2.8K
$198K
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-100- 1.85% |
$6.08K - $7.23K
|
5.3K
$375K
|
|
|
Apr 24, 2025
Q1 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-2.2K- 42.31% |
$134K - $159K
|
3K
$212K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
2.84KNew |
$173K - $205K
|
2.84K
$201K
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-2.69K- 24.53% |
$163K - $194K
|
8.26K
$584K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.84KNew |
$172K - $205K
|
2.84K
$200K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
2.83KNew |
$172K - $205K
|
2.83K
$200K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.28KNew |
$199K - $237K
|
3.28K
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
101+ 1.16% |
$6.14K - $7.3K
|
8.81K
$623K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.02KNew |
$183K - $218K
|
3.02K
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.98KNew |
$181K - $215K
|
2.98K
$210K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-4.38K- 0.98% |
$266K - $316K
|
444K
$31.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-152- 3.99% |
$9.24K - $11K
|
3.66K
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-911- 9.46% |
$55.4K - $65.9K
|
8.72K
$616K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 33.44% |
$91.7K - $109K
|
3K
$212K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.81KNew |
$171K - $203K
|
2.81K
$198K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-169- 2.05% |
$10.3K - $12.2K
|
8.09K
$572K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-670- 17.09% |
$40.7K - $48.5K
|
3.25K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
76New |
$4.62K - $5.5K
|
76
$5.37K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.91KNew |
$177K - $210K
|
2.91K
$206K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
409+ 449.45% |
$24.9K - $29.6K
|
500
$35.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3.02KNew |
$183K - $218K
|
3.02K
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$3.04K - $3.62K
|
50
$3.53K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-661- 51.92% |
$40.2K - $47.8K
|
612
$43.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-350- 16.28% |
$21.3K - $25.3K
|
1.8K
$127K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
722+ 5.13% |
$43.9K - $52.2K
|
14.8K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-400- 4.83% |
$24.3K - $28.9K
|
7.87K
$557K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-467- 4.91% |
$28.4K - $33.8K
|
9.05K
$639K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.87KNew |
$175K - $208K
|
2.87K
$203K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
3.46KNew |
$211K - $250K
|
3.46K
$245K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
29+ 6.68% |
$1.76K - $2.1K
|
463
$32.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-610- 99.51% |
$37.1K - $44.1K
|
3
$212
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.09KNew |
$188K - $223K
|
3.09K
$218K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-150- 1.26% |
$9.12K - $10.8K
|
11.7K
$828K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.66KNew |
$223K - $265K
|
3.66K
$259K
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-28.6K- 90.13% |
$1.74M - $2.07M
|
3.13K
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.17K- 21.84% |
$71.3K - $84.8K
|
4.2K
$297K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-400- 2.42% |
$24.3K - $28.9K
|
16.1K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-750- 6.07% |
$45.6K - $54.2K
|
11.6K
$821K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-19- 0.16% |
$1.16K - $1.37K
|
11.5K
$816K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-32.9K- 11.84% |
$2M - $2.38M
|
245K
$17.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-817- 30.65% |
$49.7K - $59.1K
|
1.85K
$131K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.81KNew |
$171K - $203K
|
2.81K
$199K
|
|