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
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-500- 1.91% |
$30.4K - $36.2K
|
25.6K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-500- 13.66% |
$30.4K - $36.2K
|
3.16K
$224K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-504- 2.4% |
$30.6K - $36.4K
|
20.5K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-504- 4.71% |
$30.6K - $36.4K
|
10.2K
$721K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-504- 12.46% |
$30.6K - $36.4K
|
3.54K
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-505- 10.91% |
$30.7K - $36.5K
|
4.13K
$292K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-505- 2.79% |
$30.7K - $36.5K
|
17.6K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-507- 11.02% |
$30.8K - $36.7K
|
4.09K
$289K
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-507- 7.89% |
$30.8K - $36.7K
|
5.92K
$419K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-508- 4.15% |
$30.9K - $36.7K
|
11.7K
$830K
|
|
|
May 09, 2025
Q1 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-509- 0.51% |
$31K - $36.8K
|
100K
$7.09M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-509- 10.04% |
$31K - $36.8K
|
4.56K
$323K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-513- 14.49% |
$31.2K - $37.1K
|
3.03K
$214K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-513- 8.47% |
$31.2K - $37.1K
|
5.54K
$392K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-514- 11.51% |
$31.3K - $37.2K
|
3.95K
$280K
|
|
|
May 14, 2025
Q1 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
SELL
|
- |
-516- 12.57% |
$31.4K - $37.3K
|
3.59K
$254K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-522- 2.25% |
$31.7K - $37.8K
|
22.7K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-523- 2.79% |
$31.8K - $37.8K
|
18.2K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-524- 11.56% |
$31.9K - $37.9K
|
4.01K
$283K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-527- 3.78% |
$32K - $38.1K
|
13.4K
$948K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-528- 7.22% |
$32.1K - $38.2K
|
6.79K
$480K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-528- 9.72% |
$32.1K - $38.2K
|
4.9K
$347K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-529- 9.54% |
$32.2K - $38.3K
|
5.01K
$355K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-530- 3.78% |
$32.2K - $38.3K
|
13.5K
$953K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-534- 5.28% |
$32.5K - $38.6K
|
9.57K
$677K
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-538- 15.23% |
$32.7K - $38.9K
|
3K
$212K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-545- 5.31% |
$33.1K - $39.4K
|
9.73K
$688K
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-547- 1.28% |
$33.3K - $39.6K
|
42.3K
$2.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-549- 0.57% |
$33.4K - $39.7K
|
96.2K
$6.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-551- 1.14% |
$33.5K - $39.8K
|
47.9K
$3.38M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-551- 9.31% |
$33.5K - $39.8K
|
5.37K
$380K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-552- 2.34% |
$33.6K - $39.9K
|
23K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
SELL
|
- |
-554- 11.42% |
$33.7K - $40.1K
|
4.3K
$304K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-563- 6.95% |
$34.2K - $40.7K
|
7.54K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-565- 1.55% |
$34.4K - $40.9K
|
35.9K
$2.54M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-567- 1.39% |
$34.5K - $41K
|
40.3K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-569- 0.62% |
$34.6K - $41.2K
|
90.7K
$6.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-570- 9.13% |
$34.7K - $41.2K
|
5.68K
$401K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-570- 1.22% |
$34.7K - $41.2K
|
46K
$3.25M
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-572- 5.65% |
$34.8K - $41.4K
|
9.55K
$676K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-575- 1.73% |
$35K - $41.6K
|
32.7K
$2.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-576- 4.41% |
$35K - $41.7K
|
12.5K
$884K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-579- 3.87% |
$35.2K - $41.9K
|
14.4K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-584- 1.5% |
$35.5K - $42.2K
|
38.4K
$2.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-592- 14.9% |
$36K - $42.8K
|
3.38K
$239K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-592- 15.44% |
$36K - $42.8K
|
3.24K
$229K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-593- 1.31% |
$36.1K - $42.9K
|
44.7K
$3.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-600- 0.42% |
$36.5K - $43.4K
|
142K
$10M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-602- 3.43% |
$36.6K - $43.5K
|
16.9K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-602- 0.76% |
$36.6K - $43.5K
|
78.9K
$5.58M
|