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 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
4.1K+ 16.91% |
$249K - $296K
|
28.3K
$2.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
4.09KNew |
$249K - $296K
|
4.09K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4.09K+ 24.6% |
$248K - $295K
|
20.7K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4.08K+ 3.57% |
$248K - $295K
|
118K
$8.43M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.08K+ 10.62% |
$248K - $295K
|
42.5K
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4.03KNew |
$245K - $291K
|
4.03K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.02K+ 11.35% |
$245K - $291K
|
39.5K
$2.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.99KNew |
$243K - $289K
|
3.99K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.99K+ 59.67% |
$243K - $288K
|
10.7K
$759K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.95KNew |
$240K - $286K
|
3.95K
$281K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
3.95K+ 44.78% |
$240K - $286K
|
12.8K
$909K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.92K+ 3.34% |
$238K - $283K
|
121K
$8.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.91K+ 30.66% |
$238K - $283K
|
16.7K
$1.19M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
3.91KNew |
$238K - $283K
|
3.91K
$278K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
3.9K+ 0.38% |
$237K - $282K
|
1.03M
$73.6M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
3.9K+ 14.46% |
$237K - $282K
|
30.9K
$2.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.89K+ 2.15% |
$236K - $281K
|
185K
$13.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.88K+ 19.48% |
$236K - $281K
|
23.8K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.88KNew |
$236K - $280K
|
3.88K
$276K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.87K+ 2.85% |
$235K - $280K
|
140K
$9.93M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.84KNew |
$234K - $278K
|
3.84K
$273K
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
3.8K+ 5.15% |
$231K - $275K
|
77.6K
$5.52M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
3.79KNew |
$231K - $274K
|
3.79K
$270K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
3.78K+ 91.09% |
$230K - $274K
|
7.94K
$565K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.76K+ 10.05% |
$228K - $272K
|
41.1K
$2.93M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
3.72K+ 13.81% |
$226K - $269K
|
30.6K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
3.71K+ 21.74% |
$226K - $268K
|
20.8K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
3.71K+ 3.45% |
$225K - $268K
|
111K
$7.9M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.7K+ 37.32% |
$225K - $268K
|
13.6K
$970K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.7K+ 17.36% |
$225K - $268K
|
25K
$1.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.68K+ 21.1% |
$223K - $266K
|
21.1K
$1.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.67K+ 2.15% |
$223K - $265K
|
174K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
3.66KNew |
$223K - $265K
|
3.66K
$260K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.66KNew |
$223K - $265K
|
3.66K
$260K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.64KNew |
$221K - $263K
|
3.64K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.63K+ 4.91% |
$221K - $263K
|
77.6K
$5.52M
|
|
|
May 05, 2025
Q1 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
3.62K+ 3.2% |
$220K - $262K
|
117K
$8.31M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.62K+ 7.2% |
$220K - $262K
|
53.8K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
3.6KNew |
$219K - $260K
|
3.6K
$256K
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
3.6KNew |
$219K - $260K
|
3.6K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3.58K+ 1.9% |
$218K - $259K
|
192K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.56K+ 10.05% |
$217K - $258K
|
39K
$2.78M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.56K+ 92.36% |
$216K - $257K
|
7.4K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
3.54KNew |
$215K - $256K
|
3.54K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.54KNew |
$215K - $256K
|
3.54K
$252K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
3.52KNew |
$214K - $255K
|
3.52K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.52K+ 6.2% |
$214K - $254K
|
60.2K
$4.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.5K+ 51.13% |
$213K - $253K
|
10.3K
$736K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3.46KNew |
$211K - $250K
|
3.46K
$246K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
3.46KNew |
$211K - $250K
|
3.46K
$246K
|