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 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.52K+ 6.2% |
$214K - $254K
|
60.2K
$4.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.5K+ 51.13% |
$213K - $253K
|
10.3K
$730K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3.46KNew |
$211K - $250K
|
3.46K
$244K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
3.46KNew |
$211K - $250K
|
3.46K
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3.46K+ 22.59% |
$210K - $250K
|
18.8K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
3.44KNew |
$209K - $249K
|
3.44K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
3.42K+ 26.18% |
$208K - $247K
|
16.5K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
3.42K+ 3.45% |
$208K - $247K
|
102K
$7.23M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.41K+ 6.74% |
$208K - $247K
|
54K
$3.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.39K+ 50.56% |
$206K - $245K
|
10.1K
$713K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.39K+ 228.54% |
$206K - $245K
|
4.87K
$344K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.36K+ 48.56% |
$204K - $243K
|
10.3K
$725K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.36KNew |
$204K - $243K
|
3.36K
$237K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.34KNew |
$203K - $242K
|
3.34K
$236K
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
3.34KNew |
$203K - $241K
|
3.34K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
3.32KNew |
$202K - $240K
|
3.32K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
3.32K+ 2.01% |
$202K - $240K
|
169K
$11.9M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3.32KNew |
$202K - $240K
|
3.32K
$234K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
3.31K+ 53.66% |
$201K - $239K
|
9.48K
$669K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
3.3KNew |
$201K - $239K
|
3.3K
$233K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
3.3KNew |
$201K - $239K
|
3.3K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.28K+ 13.02% |
$199K - $237K
|
28.5K
$2.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.28KNew |
$199K - $237K
|
3.28K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.27K+ 10.25% |
$199K - $236K
|
35.1K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.26KNew |
$198K - $236K
|
3.26K
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
3.26KNew |
$198K - $236K
|
3.26K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.25KNew |
$198K - $235K
|
3.25K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
3.23KNew |
$197K - $234K
|
3.23K
$228K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
3.23K+ 6.76% |
$196K - $233K
|
51K
$3.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.22KNew |
$196K - $233K
|
3.22K
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
3.21KNew |
$195K - $232K
|
3.21K
$226K
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
3.2KNew |
$195K - $232K
|
3.2K
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.2KNew |
$195K - $232K
|
3.2K
$226K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
3.2KNew |
$195K - $231K
|
3.2K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Unio Capital LLC
|
BUY
|
- |
3.2KNew |
$195K - $231K
|
3.2K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
3.2KNew |
$195K - $231K
|
3.2K
$226K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
3.19K+ 6.49% |
$194K - $231K
|
52.3K
$3.69M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.19KNew |
$194K - $231K
|
3.19K
$225K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.18K+ 4.2% |
$193K - $230K
|
78.9K
$5.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.18K+ 19.09% |
$193K - $230K
|
19.8K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.17K+ 18.96% |
$193K - $229K
|
19.9K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
3.17KNew |
$193K - $229K
|
3.17K
$223K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.16KNew |
$192K - $229K
|
3.16K
$223K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
3.16KNew |
$192K - $228K
|
3.16K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3.14KNew |
$191K - $227K
|
3.14K
$222K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3.13K+ 40.35% |
$190K - $226K
|
10.9K
$768K
|
|
|
Apr 28, 2025
Q1 2025
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
3.13KNew |
$190K - $226K
|
3.13K
$221K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
3.12KNew |
$190K - $226K
|
3.12K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.1K+ 1.91% |
$189K - $224K
|
166K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.1KNew |
$189K - $224K
|
3.1K
$219K
|