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 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
193New |
$11.7K - $14K
|
193
$13.6K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
191+ 33.51% |
$11.6K - $13.8K
|
761
$53.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
189+ 1.79% |
$11.5K - $13.7K
|
10.7K
$759K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
187+ 3.34% |
$11.4K - $13.5K
|
5.78K
$409K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
187+ 0.79% |
$11.4K - $13.5K
|
23.9K
$1.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
185+ 0.79% |
$11.2K - $13.4K
|
23.6K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
183+ 2.42% |
$11.1K - $13.2K
|
7.76K
$548K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
181+ 1.49% |
$11K - $13.1K
|
12.3K
$873K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
180+ 22.5% |
$10.9K - $13K
|
980
$69.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
179+ 2.81% |
$10.9K - $12.9K
|
6.56K
$464K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
177+ 1.59% |
$10.8K - $12.8K
|
11.3K
$800K
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
175+ 1.56% |
$10.6K - $12.7K
|
11.4K
$806K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
173+ 2.71% |
$10.5K - $12.5K
|
6.55K
$463K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
173+ 0.5% |
$10.5K - $12.5K
|
35.1K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
173+ 3.53% |
$10.5K - $12.5K
|
5.07K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
172+ 0.39% |
$10.5K - $12.4K
|
43.9K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
171+ 2.27% |
$10.4K - $12.4K
|
7.72K
$546K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
171+ 4.64% |
$10.4K - $12.4K
|
3.86K
$273K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
169+ 4.18% |
$10.3K - $12.2K
|
4.21K
$298K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
169+ 0.81% |
$10.3K - $12.2K
|
21K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
166+ 3.12% |
$10.1K - $12K
|
5.48K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
165+ 0.8% |
$10K - $11.9K
|
20.9K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
160+ 200.0% |
$9.73K - $11.6K
|
240
$17K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
159+ 3.83% |
$9.67K - $11.5K
|
4.31K
$305K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
159+ 2.35% |
$9.67K - $11.5K
|
6.93K
$490K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
159+ 0.43% |
$9.67K - $11.5K
|
36.8K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
153+ 0.7% |
$9.3K - $11.1K
|
21.9K
$1.55M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
151+ 1.47% |
$9.18K - $10.9K
|
10.4K
$738K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
151+ 3.38% |
$9.18K - $10.9K
|
4.61K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
150+ 1.78% |
$9.12K - $10.8K
|
8.59K
$607K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
150+ 2.5% |
$9.12K - $10.8K
|
6.15K
$435K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
148+ 2.4% |
$9K - $10.7K
|
6.32K
$447K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
146+ 4.23% |
$8.88K - $10.6K
|
3.59K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
146+ 0.19% |
$8.88K - $10.6K
|
76.1K
$5.38M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
145+ 0.24% |
$8.82K - $10.5K
|
59.7K
$4.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
144+ 4.25% |
$8.76K - $10.4K
|
3.53K
$250K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
144+ 0.29% |
$8.76K - $10.4K
|
50.6K
$3.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
143+ 0.72% |
$8.7K - $10.3K
|
20.1K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
143+ 1.16% |
$8.7K - $10.3K
|
12.4K
$880K
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
142+ 0.57% |
$8.64K - $10.3K
|
25.1K
$1.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
141+ 4.1% |
$8.57K - $10.2K
|
3.58K
$253K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
141+ 1.14% |
$8.57K - $10.2K
|
12.5K
$882K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
140+ 2.08% |
$8.51K - $10.1K
|
6.87K
$486K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
139+ 1.63% |
$8.45K - $10.1K
|
8.66K
$612K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
135+ 0.28% |
$8.21K - $9.76K
|
48.8K
$3.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
135+ 1.64% |
$8.21K - $9.76K
|
8.35K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
135+ 1.71% |
$8.21K - $9.76K
|
8.01K
$566K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
133+ 90.48% |
$8.09K - $9.62K
|
280
$19.8K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
133+ 0.66% |
$8.09K - $9.62K
|
20.4K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
132+ 1.95% |
$8.03K - $9.55K
|
6.89K
$487K
|