Purchases and Sales Made in Q1 2025 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q1 2025. The information is specifically focused on institutions that hold shares of COCA COLA CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.35K+ 1.65% |
$82.3K - $97.8K
|
83.3K
$5.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
1.34K+ 20.6% |
$81.4K - $96.8K
|
7.84K
$554K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.34K+ 3.52% |
$81.4K - $96.8K
|
39.4K
$2.79M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.34K+ 4.03% |
$81.4K - $96.8K
|
34.5K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.33K+ 30.29% |
$81.1K - $96.5K
|
5.74K
$406K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.33K+ 26.03% |
$80.9K - $96.3K
|
6.45K
$456K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
1.32K+ 4.49% |
$80.4K - $95.6K
|
30.7K
$2.17M
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
BUY
|
- |
1.32K+ 12.68% |
$80.2K - $95.4K
|
11.7K
$829K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.32K+ 5.04% |
$80.1K - $95.3K
|
27.5K
$1.94M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.31K+ 9.6% |
$79.8K - $94.9K
|
15K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.3K+ 8.45% |
$79.1K - $94.1K
|
16.7K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
1.29K+ 2.94% |
$78.1K - $92.9K
|
44.9K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.26K+ 0.1% |
$76.8K - $91.3K
|
1.27M
$89.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
1.26K+ 1.42% |
$76.6K - $91.1K
|
90.1K
$6.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.26K+ 1.69% |
$76.3K - $90.8K
|
75.5K
$5.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.25K+ 24.83% |
$76.2K - $90.6K
|
6.3K
$445K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
1.24K+ 5.01% |
$75.3K - $89.6K
|
26K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
1.24K+ 7.56% |
$75.2K - $89.4K
|
17.6K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.23K+ 13.39% |
$75K - $89.2K
|
10.4K
$738K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.23K+ 8.11% |
$74.8K - $89K
|
16.4K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.22K+ 31.16% |
$74K - $88K
|
5.12K
$362K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.21K+ 6.28% |
$73.8K - $87.7K
|
20.5K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.21K+ 1.81% |
$73.4K - $87.3K
|
67.9K
$4.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.2K+ 8.04% |
$73K - $86.8K
|
16.1K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.19K+ 33.52% |
$72.5K - $86.2K
|
4.75K
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.19K+ 1.23% |
$72.4K - $86.1K
|
97.7K
$6.91M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.18K+ 14.82% |
$71.5K - $85K
|
9.1K
$644K
|
|
|
Aug 04, 2025
Q1 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
1.17KNew |
$71.4K - $84.9K
|
1.17K
$83K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.17K+ 2.05% |
$71.2K - $84.7K
|
58.3K
$4.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.17K+ 5.84% |
$71K - $84.5K
|
21.2K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
1.16K+ 7.48% |
$70.6K - $84K
|
16.7K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.16K+ 0.93% |
$70.4K - $83.7K
|
126K
$8.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.16K+ 3.09% |
$70.3K - $83.6K
|
38.6K
$2.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.15K+ 7.07% |
$69.7K - $82.9K
|
17.3K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.14KNew |
$69.3K - $82.4K
|
1.14K
$80.6K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
1.12K+ 3.46% |
$68.4K - $81.3K
|
33.6K
$2.38M
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
1.12KNew |
$68K - $80.9K
|
1.12K
$79.1K
|
|
|
May 12, 2025
Q1 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.12K+ 4.04% |
$68K - $80.9K
|
28.8K
$2.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.11K+ 21.9% |
$67.7K - $80.5K
|
6.2K
$438K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
1.11K+ 18.27% |
$67.5K - $80.3K
|
7.18K
$508K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.1K+ 1.84% |
$67.1K - $79.8K
|
61.2K
$4.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
1.1K+ 13.16% |
$67K - $79.6K
|
9.47K
$670K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.09K+ 11.5% |
$66.3K - $78.8K
|
10.6K
$747K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.09K+ 27.6% |
$66.1K - $78.6K
|
5.03K
$355K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.08K+ 1.64% |
$65.8K - $78.3K
|
67.2K
$4.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
1.08K+ 26.2% |
$65.6K - $78K
|
5.19K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.08K+ 0.91% |
$65.4K - $77.7K
|
119K
$8.4M
|
|
|
Aug 04, 2025
Q1 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
1.08KNew |
$65.4K - $77.7K
|
1.08K
$76K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.07K+ 0.08% |
$65.2K - $77.5K
|
1.35M
$95.2M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
1.07K+ 2.27% |
$64.9K - $77.2K
|
48.1K
$3.4M
|