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 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-853- 5.27% |
$51.9K - $61.7K
|
15.3K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-856- 4.77% |
$52.1K - $61.9K
|
17.1K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-860- 6.46% |
$52.3K - $62.2K
|
12.5K
$881K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-865- 5.13% |
$52.6K - $62.6K
|
16K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-865- 1.02% |
$52.6K - $62.6K
|
84.1K
$5.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-877- 3.24% |
$53.3K - $63.4K
|
26.2K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-879- 21.3% |
$53.5K - $63.6K
|
3.25K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-885- 0.14% |
$53.8K - $64K
|
643K
$45.5M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-888- 2.43% |
$54K - $64.2K
|
35.7K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-902- 21.5% |
$54.9K - $65.2K
|
3.29K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-902- 6.42% |
$54.9K - $65.2K
|
13.2K
$930K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-908- 3.36% |
$55.2K - $65.7K
|
26.1K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-910- 1.54% |
$55.3K - $65.8K
|
58K
$4.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-911- 9.46% |
$55.4K - $65.9K
|
8.72K
$616K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-915- 2.76% |
$55.6K - $66.2K
|
32.2K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-919- 21.55% |
$55.9K - $66.5K
|
3.35K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Terril Brothers, Inc.
|
SELL
|
- |
-922- 10.9% |
$56.1K - $66.7K
|
7.54K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-925- 3.51% |
$56.2K - $66.9K
|
25.5K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-930- 4.22% |
$56.6K - $67.3K
|
21.1K
$1.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-937- 11.87% |
$57K - $67.8K
|
6.96K
$492K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-939- 12.6% |
$57.1K - $67.9K
|
6.51K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-939- 23.58% |
$57.1K - $67.9K
|
3.04K
$215K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-941- 3.36% |
$57.2K - $68.1K
|
27.1K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-945- 6.51% |
$57.5K - $68.3K
|
13.6K
$959K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-945- 6.91% |
$57.5K - $68.3K
|
12.7K
$900K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-950- 4.1% |
$57.8K - $68.7K
|
22.2K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-950- 4.38% |
$57.8K - $68.7K
|
20.7K
$1.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-951- 3.31% |
$57.8K - $68.8K
|
27.8K
$1.97M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-952- 4.05% |
$57.9K - $68.8K
|
22.6K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-954- 8.18% |
$58K - $69K
|
10.7K
$757K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-955- 10.16% |
$58.1K - $69.1K
|
8.45K
$597K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-960- 1.85% |
$58.4K - $69.4K
|
50.9K
$3.6M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-960- 0.18% |
$58.4K - $69.4K
|
547K
$38.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-968- 7.01% |
$58.9K - $70K
|
12.8K
$908K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-976- 7.72% |
$59.4K - $70.6K
|
11.7K
$825K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-977- 0.67% |
$59.4K - $70.7K
|
145K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-978- 9.89% |
$59.5K - $70.7K
|
8.91K
$630K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-979- 2.85% |
$59.5K - $70.8K
|
33.4K
$2.36M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-980- 4.12% |
$59.6K - $70.9K
|
22.8K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-981- 1.89% |
$59.7K - $70.9K
|
50.9K
$3.6M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-985- 2.46% |
$59.9K - $71.2K
|
39.1K
$2.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1K- 38.46% |
$60.8K - $72.3K
|
1.6K
$113K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-1K- 4.37% |
$60.8K - $72.3K
|
21.9K
$1.55M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-1K- 1.51% |
$60.8K - $72.3K
|
65.2K
$4.61M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-1K- 79.87% |
$61.1K - $72.6K
|
253
$17.9K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-1.01K- 1.91% |
$61.4K - $73K
|
51.9K
$3.67M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.02K- 1.88% |
$62K - $73.8K
|
53.2K
$3.76M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.02K- 4.7% |
$62.2K - $74K
|
20.8K
$1.47M
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.03K- 7.47% |
$62.3K - $74.1K
|
12.7K
$898K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.03K- 4.29% |
$62.5K - $74.3K
|
22.9K
$1.62M
|