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
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-400- 0.19% |
$24.3K - $28.9K
|
211K
$14.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-401- 7.04% |
$24.4K - $29K
|
5.29K
$374K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-402- 2.49% |
$24.4K - $29.1K
|
15.8K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-403- 10.74% |
$24.5K - $29.1K
|
3.35K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-406- 0.16% |
$24.7K - $29.4K
|
254K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-406- 7.04% |
$24.7K - $29.4K
|
5.36K
$379K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-409- 7.28% |
$24.9K - $29.6K
|
5.21K
$368K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-423- 12.24% |
$25.7K - $30.6K
|
3.03K
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-424- 2.67% |
$25.8K - $30.7K
|
15.5K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-425- 0.65% |
$25.8K - $30.7K
|
64.6K
$4.57M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-425- 2.45% |
$25.8K - $30.7K
|
16.9K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-426- 0.37% |
$25.9K - $30.8K
|
115K
$8.13M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-429- 6.26% |
$26.1K - $31K
|
6.42K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-432- 0.67% |
$26.3K - $31.2K
|
64.2K
$4.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-435- 0.52% |
$26.5K - $31.5K
|
83.8K
$5.92M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-435- 3.22% |
$26.5K - $31.5K
|
13.1K
$925K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-437- 8.23% |
$26.6K - $31.6K
|
4.87K
$344K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-440- 9.6% |
$26.8K - $31.8K
|
4.14K
$293K
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-440- 0.45% |
$26.8K - $31.8K
|
97.8K
$6.91M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-440- 6.5% |
$26.8K - $31.8K
|
6.33K
$447K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-440- 6.88% |
$26.8K - $31.8K
|
5.95K
$421K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-443- 8.45% |
$26.9K - $32K
|
4.8K
$339K
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-444- 1.06% |
$27K - $32.1K
|
41.4K
$2.93M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-446- 1.82% |
$27.1K - $32.3K
|
24.1K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-447- 13.59% |
$27.2K - $32.3K
|
2.84K
$201K
|
|
|
Aug 08, 2025
Q1 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-450- 43.19% |
$27.4K - $32.5K
|
592
$41.9K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-455- 1.91% |
$27.7K - $32.9K
|
23.4K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-456- 7.71% |
$27.7K - $33K
|
5.46K
$386K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-457- 0.7% |
$27.8K - $33.1K
|
65.2K
$4.61M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-460- 1.84% |
$28K - $33.3K
|
24.5K
$1.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-461- 0.53% |
$28K - $33.3K
|
86.2K
$6.09M
|
|
|
May 13, 2025
Q1 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-465- 3.3% |
$28.3K - $33.6K
|
13.6K
$964K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-467- 4.91% |
$28.4K - $33.8K
|
9.05K
$640K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-467- 10.53% |
$28.4K - $33.8K
|
3.97K
$281K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-472- 0.67% |
$28.7K - $34.1K
|
70.5K
$4.99M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-475- 5.37% |
$28.9K - $34.4K
|
8.38K
$592K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-478- 1.97% |
$29.1K - $34.6K
|
23.8K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-480- 7.41% |
$29.2K - $34.7K
|
6K
$424K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-483- 6.21% |
$29.4K - $34.9K
|
7.3K
$516K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-488- 4.04% |
$29.7K - $35.3K
|
11.6K
$819K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-488- 4.04% |
$29.7K - $35.3K
|
11.6K
$819K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-489- 1.5% |
$29.7K - $35.4K
|
32.1K
$2.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-490- 12.65% |
$29.8K - $35.4K
|
3.38K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-491- 4.63% |
$29.9K - $35.5K
|
10.1K
$715K
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-492- 0.98% |
$29.9K - $35.6K
|
49.8K
$3.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-494- 4.23% |
$30K - $35.7K
|
11.2K
$791K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-499- 2.08% |
$30.3K - $36.1K
|
23.5K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-500- 6.63% |
$30.4K - $36.2K
|
7.05K
$498K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-500- 9.06% |
$30.4K - $36.2K
|
5.02K
$355K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-500- 2.94% |
$30.4K - $36.2K
|
16.5K
$1.17M
|