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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2K- 11.62% |
$122K - $145K
|
15.2K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-2K- 4.6% |
$122K - $145K
|
41.5K
$2.94M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2K- 2.07% |
$122K - $145K
|
94.4K
$6.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-2K- 2.8% |
$122K - $145K
|
69.4K
$4.91M
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2K- 13.76% |
$122K - $145K
|
12.5K
$887K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-2.01K- 8.56% |
$122K - $145K
|
21.5K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-2.01K- 24.79% |
$122K - $145K
|
6.1K
$431K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.05K- 7.1% |
$124K - $148K
|
26.8K
$1.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-2.06K- 58.37% |
$126K - $149K
|
1.47K
$104K
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-2.07K- 7.84% |
$126K - $150K
|
24.3K
$1.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-2.07K- 1.6% |
$126K - $150K
|
127K
$9.01M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-2.08K- 16.7% |
$126K - $150K
|
10.4K
$732K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-2.08K- 5.39% |
$126K - $150K
|
36.5K
$2.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.08K- 0.68% |
$127K - $151K
|
306K
$21.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-2.1K- 9.48% |
$128K - $152K
|
20K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.13K- 1.77% |
$129K - $154K
|
118K
$8.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-2.15K- 5.4% |
$131K - $155K
|
37.6K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.17K- 10.99% |
$132K - $157K
|
17.6K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-2.19K- 23.54% |
$133K - $159K
|
7.12K
$503K
|
|
|
Apr 24, 2025
Q1 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-2.2K- 42.31% |
$134K - $159K
|
3K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.21K- 3.16% |
$135K - $160K
|
67.9K
$4.8M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-2.22K- 23.8% |
$135K - $161K
|
7.11K
$503K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.24K- 9.79% |
$136K - $162K
|
20.6K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-2.24K- 2.21% |
$136K - $162K
|
99.2K
$7.02M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-2.24K- 14.73% |
$136K - $162K
|
13K
$918K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.24K- 5.43% |
$136K - $162K
|
39K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.25K- 1.86% |
$137K - $162K
|
118K
$8.36M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-2.26K- 16.3% |
$137K - $163K
|
11.6K
$819K
|
|
|
May 13, 2025
Q1 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
SELL
|
- |
-2.28K- 1.7% |
$139K - $165K
|
132K
$9.36M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.31K- 13.05% |
$140K - $167K
|
15.4K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.33K- 7.28% |
$142K - $169K
|
29.7K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.34K- 3.5% |
$142K - $169K
|
64.5K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-2.35K- 5.0% |
$143K - $170K
|
44.7K
$3.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.38K- 17.12% |
$144K - $172K
|
11.5K
$813K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.4K- 4.46% |
$146K - $173K
|
51.4K
$3.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.41K- 3.25% |
$147K - $174K
|
71.7K
$5.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-2.44K- 20.36% |
$148K - $176K
|
9.55K
$675K
|
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
SELL
|
- |
-2.45K- 37.4% |
$149K - $177K
|
4.1K
$290K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.47K- 4.25% |
$150K - $178K
|
55.7K
$3.94M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-2.47K- 39.13% |
$150K - $179K
|
3.84K
$272K
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-2.49K- 2.38% |
$151K - $180K
|
102K
$7.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-2.49K- 9.55% |
$152K - $180K
|
23.6K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.52K- 34.4% |
$153K - $182K
|
4.81K
$340K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.55K- 1.0% |
$155K - $184K
|
253K
$17.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.58K- 1.41% |
$157K - $186K
|
180K
$12.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-2.58K- 1.9% |
$157K - $187K
|
133K
$9.42M
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.58K- 6.78% |
$157K - $187K
|
35.5K
$2.51M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.59K- 19.36% |
$157K - $187K
|
10.8K
$762K
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.6K- 0.85% |
$158K - $188K
|
303K
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-2.6K- 20.86% |
$158K - $188K
|
9.87K
$698K
|