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 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-163- 0.57% |
$9.91K - $11.8K
|
28.6K
$2.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-164- 0.31% |
$9.97K - $11.9K
|
53.2K
$3.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-164- 9.17% |
$9.97K - $11.9K
|
1.63K
$115K
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-165- 3.19% |
$10K - $11.9K
|
5.01K
$354K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-165- 0.67% |
$10K - $11.9K
|
24.4K
$1.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-166- 4.5% |
$10.1K - $12K
|
3.53K
$249K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-169- 2.05% |
$10.3K - $12.2K
|
8.09K
$572K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-170- 0.22% |
$10.3K - $12.3K
|
78.5K
$5.55M
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-170- 1.94% |
$10.3K - $12.3K
|
8.61K
$608K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-175- 0.1% |
$10.6K - $12.7K
|
176K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-175- 3.63% |
$10.6K - $12.7K
|
4.65K
$328K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-179- 2.69% |
$10.9K - $12.9K
|
6.49K
$459K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-180- 1.35% |
$10.9K - $13K
|
13.2K
$932K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-180- 1.0% |
$10.9K - $13K
|
17.8K
$1.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-182- 2.16% |
$11.1K - $13.2K
|
8.23K
$582K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-183- 2.41% |
$11.1K - $13.2K
|
7.41K
$524K
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-183- 10.61% |
$11.1K - $13.2K
|
1.54K
$109K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-184- 1.87% |
$11.2K - $13.3K
|
9.67K
$684K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-185- 0.45% |
$11.2K - $13.4K
|
41.2K
$2.91M
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-185- 4.14% |
$11.2K - $13.4K
|
4.29K
$303K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-187- 1.19% |
$11.4K - $13.5K
|
15.6K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-188- 1.57% |
$11.4K - $13.6K
|
11.8K
$833K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-189- 3.67% |
$11.5K - $13.7K
|
4.96K
$351K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-191- 2.23% |
$11.6K - $13.8K
|
8.39K
$593K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-192- 4.23% |
$11.7K - $13.9K
|
4.35K
$308K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-192- 1.12% |
$11.7K - $13.9K
|
16.9K
$1.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-194- 12.49% |
$11.8K - $14K
|
1.36K
$96.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-195- 4.34% |
$11.9K - $14.1K
|
4.3K
$304K
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-195- 5.6% |
$11.9K - $14.1K
|
3.29K
$232K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-196- 2.22% |
$11.9K - $14.2K
|
8.64K
$611K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-196- 4.94% |
$11.9K - $14.2K
|
3.77K
$266K
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-196- 0.6% |
$11.9K - $14.2K
|
32.4K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-197- 1.87% |
$12K - $14.2K
|
10.4K
$733K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-198- 0.93% |
$12K - $14.3K
|
21.1K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-200- 0.87% |
$12.2K - $14.5K
|
22.7K
$1.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 0.12% |
$12.2K - $14.5K
|
168K
$11.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-200- 4.21% |
$12.2K - $14.5K
|
4.55K
$322K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-200- 0.25% |
$12.2K - $14.5K
|
78.9K
$5.58M
|
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-200- 0.33% |
$12.2K - $14.5K
|
59.8K
$4.23M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-200- 2.22% |
$12.2K - $14.5K
|
8.8K
$622K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-201- 1.43% |
$12.2K - $14.5K
|
13.8K
$976K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-201- 0.84% |
$12.2K - $14.5K
|
23.7K
$1.68M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-201- 3.88% |
$12.2K - $14.5K
|
4.98K
$352K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-201- 3.43% |
$12.2K - $14.5K
|
5.66K
$401K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-203- 73.29% |
$12.3K - $14.7K
|
74
$5.23K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-204- 0.22% |
$12.4K - $14.8K
|
92.9K
$6.57M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-205- 2.5% |
$12.5K - $14.8K
|
8.01K
$566K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-205- 1.92% |
$12.5K - $14.8K
|
10.5K
$742K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-205- 29.62% |
$12.5K - $14.8K
|
487
$34.4K
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-205- 2.14% |
$12.5K - $14.8K
|
9.38K
$663K
|