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 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-1.04K- 4.59% |
$62.9K - $74.9K
|
21.5K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.04K- 20.35% |
$63.4K - $75.4K
|
4.08K
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.05K- 9.69% |
$63.6K - $75.6K
|
9.75K
$689K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.05K- 16.54% |
$63.7K - $75.8K
|
5.29K
$374K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1.05K- 15.67% |
$64.1K - $76.2K
|
5.67K
$401K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 4.25% |
$64.7K - $76.9K
|
24K
$1.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.08K- 13.69% |
$65.4K - $77.7K
|
6.78K
$479K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.08K- 11.47% |
$65.6K - $78K
|
8.33K
$589K
|
|
|
May 09, 2025
Q1 2025
|
Campbell Capital Management Inc
|
SELL
|
- |
-1.08K- 2.69% |
$65.7K - $78.1K
|
39K
$2.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.1K- 2.52% |
$66.9K - $79.6K
|
42.5K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-1.1K- 1.11% |
$67.1K - $79.8K
|
98.7K
$6.98M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.11K- 2.74% |
$67.5K - $80.3K
|
39.4K
$2.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.11K- 8.11% |
$67.6K - $80.4K
|
12.6K
$891K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.12K- 22.24% |
$67.8K - $80.6K
|
3.9K
$276K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.12K- 3.84% |
$67.9K - $80.7K
|
27.9K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.12K- 9.01% |
$68.2K - $81.1K
|
11.3K
$801K
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.13K- 10.76% |
$68.5K - $81.5K
|
9.35K
$661K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.14K- 0.97% |
$69K - $82.1K
|
116K
$8.19M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.14K- 2.36% |
$69K - $82.1K
|
46.9K
$3.32M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
SELL
|
- |
-1.14K- 5.89% |
$69.3K - $82.4K
|
18.2K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.14K- 1.84% |
$69.6K - $82.7K
|
60.9K
$4.31M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.14K- 11.01% |
$69.6K - $82.7K
|
9.25K
$654K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.15K- 9.34% |
$69.7K - $83K
|
11.1K
$787K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.16K- 0.89% |
$70.3K - $83.6K
|
129K
$9.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.16K- 1.45% |
$70.7K - $84.1K
|
79K
$5.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.17K- 21.84% |
$71.3K - $84.8K
|
4.2K
$297K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
SELL
|
- |
-1.18K- 1.4% |
$71.7K - $85.3K
|
83.3K
$5.89M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.18K- 0.72% |
$71.8K - $85.3K
|
163K
$11.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.18K- 2.48% |
$72K - $85.6K
|
46.5K
$3.29M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.19K- 13.11% |
$72.2K - $85.8K
|
7.86K
$556K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-1.19K- 7.65% |
$72.5K - $86.3K
|
14.4K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-1.2K- 5.08% |
$73K - $86.8K
|
22.4K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.21K- 5.66% |
$73.5K - $87.4K
|
20.1K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-1.22K- 12.93% |
$74.4K - $88.4K
|
8.23K
$582K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.23K- 12.75% |
$74.6K - $88.7K
|
8.4K
$594K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.23K- 9.4% |
$74.7K - $88.8K
|
11.8K
$837K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.23K- 8.91% |
$75K - $89.2K
|
12.6K
$891K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-1.24K- 4.33% |
$75.3K - $89.5K
|
27.4K
$1.94M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.24K- 11.05% |
$75.3K - $89.6K
|
9.97K
$705K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-1.24K- 6.67% |
$75.4K - $89.7K
|
17.4K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.24K- 9.31% |
$75.6K - $90K
|
12.1K
$857K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.25K- 1.12% |
$75.7K - $90K
|
110K
$7.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-1.25K- 27.76% |
$75.9K - $90.3K
|
3.25K
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.25K- 17.7% |
$76K - $90.4K
|
5.81K
$411K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.25K- 0.51% |
$76K - $90.4K
|
245K
$17.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.25K- 26.53% |
$76.1K - $90.5K
|
3.47K
$245K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.25K- 23.65% |
$76.2K - $90.6K
|
4.05K
$286K
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.25K- 19.27% |
$76.2K - $90.6K
|
5.25K
$371K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.25K- 23.33% |
$76.3K - $90.7K
|
4.12K
$291K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.26K- 1.8% |
$76.6K - $91.1K
|
68.7K
$4.86M
|