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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.03% |
$61.7 - $71.7
|
3.74K
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
38K+ 145.6% |
$2.35M - $2.73M
|
64.1K
$4.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.34K- 4.34% |
$82.9K - $96.2K
|
29.6K
$2.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.91KNew |
$118K - $137K
|
1.91K
$135K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
100+ 0.48% |
$6.17K - $7.17K
|
21K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-34- 0.21% |
$2.1K - $2.44K
|
15.9K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-180- 4.71% |
$11.1K - $12.9K
|
3.64K
$257K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
7.88KNew |
$486K - $565K
|
7.88K
$557K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
640New |
$39.5K - $45.9K
|
640
$45.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-1.07K- 12.5% |
$66.2K - $76.9K
|
7.51K
$531K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-3.03K- 32.07% |
$187K - $217K
|
6.42K
$454K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-398- 28.61% |
$24.6K - $28.5K
|
993
$70.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.61KNew |
$223K - $259K
|
3.61K
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-239- 4.92% |
$14.8K - $17.1K
|
4.62K
$326K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.02K+ 4.9% |
$248K - $288K
|
86K
$6.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.09% |
$123 - $143
|
2.29K
$162K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
696New |
$43K - $49.9K
|
696
$49.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.18K- 68.94% |
$381K - $443K
|
2.78K
$197K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
613New |
$37.8K - $44K
|
613
$43.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-49.2K- 48.62% |
$3.04M - $3.53M
|
52K
$3.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
5.96KNew |
$368K - $428K
|
5.96K
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.63K+ 1.84% |
$224K - $260K
|
201K
$14.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-24.8K- 36.58% |
$1.53M - $1.78M
|
43K
$3.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Alken Asset Management Ltd.
|
BUY
|
- |
11.1KNew |
$685K - $796K
|
11.1K
$785K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
460+ 61.42% |
$28.4K - $33K
|
1.21K
$85.5K
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
62+ 0.19% |
$3.83K - $4.45K
|
32.5K
$2.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-544- 6.49% |
$33.6K - $39K
|
7.83K
$554K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
220+ 2.94% |
$13.6K - $15.8K
|
7.71K
$545K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.9KNew |
$241K - $279K
|
3.9K
$275K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.91K+ 10.69% |
$118K - $137K
|
19.8K
$1.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-200- 4.76% |
$12.3K - $14.3K
|
4K
$283K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-2.48K- 17.53% |
$153K - $178K
|
11.7K
$825K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.98KNew |
$122K - $142K
|
1.98K
$140K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.4K+ 23.93% |
$86.4K - $100K
|
7.25K
$512K
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
50+ 0.86% |
$3.09K - $3.59K
|
5.84K
$412K
|
|
| Q3 2024 | |||||||
|
Dec 19, 2025
Q3 2024
|
Finivi Inc.
Westborough, MA |
SELL
|
- |
-3.32KClosed |
$208K - $243K
|
0
$0
|
|
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-1.37M- 2.51% |
$85.7M - $99.8M
|
53M
$3.75B
|
|
|
Aug 15, 2025
Q3 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
152+ 14.34% |
$9.53K - $11.1K
|
1.21K
$85.7K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
94New |
$5.89K - $6.86K
|
94
$6.64K
|
|
|
Mar 18, 2025
Q3 2024
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
SELL
|
- |
-532KClosed |
$33.4M - $38.9M
|
0
$0
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-95- 1.16% |
$5.96K - $6.94K
|
8.12K
$574K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-8.72KClosed |
$546K - $636K
|
0
$0
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
6+ 0.16% |
$376 - $438
|
3.75K
$265K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-113- 3.22% |
$7.08K - $8.25K
|
3.4K
$240K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
125+ 13.14% |
$7.84K - $9.13K
|
1.08K
$76.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
496+ 6.09% |
$31.1K - $36.2K
|
8.64K
$611K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
521+ 6.08% |
$32.7K - $38K
|
9.1K
$643K
|
|
|
Nov 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
3.32KNew |
$208K - $242K
|
3.32K
$235K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-8- 0.18% |
$502 - $584
|
4.5K
$318K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
100+ 33.33% |
$6.27K - $7.3K
|
400
$28.3K
|
|