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 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.09KNew |
$188K - $223K
|
3.09K
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.08K+ 21.66% |
$187K - $223K
|
17.3K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
3.07K+ 323.92% |
$187K - $222K
|
4.02K
$286K
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
BUY
|
- |
3.07KNew |
$187K - $222K
|
3.07K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
3.07KNew |
$187K - $222K
|
3.07K
$219K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.06KNew |
$186K - $221K
|
3.06K
$218K
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
3.06KNew |
$186K - $221K
|
3.06K
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
3.05KNew |
$186K - $221K
|
3.05K
$217K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
3.04KNew |
$185K - $220K
|
3.04K
$216K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
3.03K+ 23.46% |
$184K - $219K
|
16K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
3.03KNew |
$184K - $219K
|
3.03K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
3.02K+ 0.73% |
$184K - $219K
|
415K
$29.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3.02KNew |
$184K - $218K
|
3.02K
$215K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
3.02KNew |
$184K - $218K
|
3.02K
$215K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.02K+ 89.5% |
$184K - $218K
|
6.39K
$455K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.02KNew |
$183K - $218K
|
3.02K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Fosun International LTD
|
BUY
|
- |
3.02KNew |
$183K - $218K
|
3.02K
$215K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3.02KNew |
$183K - $218K
|
3.02K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.01K+ 0.67% |
$183K - $218K
|
456K
$32.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.01KNew |
$183K - $217K
|
3.01K
$214K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
3.01KNew |
$183K - $217K
|
3.01K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3K+ 56.4% |
$183K - $217K
|
8.33K
$593K
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
3K+ 59.29% |
$182K - $217K
|
8.06K
$574K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
3K+ 1.22% |
$182K - $217K
|
249K
$17.7M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
3K+ 31.54% |
$182K - $217K
|
12.5K
$890K
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
3KNew |
$182K - $217K
|
3K
$213K
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
2.99KNew |
$182K - $217K
|
2.99K
$213K
|
|
|
May 13, 2025
Q1 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
2.98KNew |
$181K - $216K
|
2.98K
$212K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.98KNew |
$181K - $215K
|
2.98K
$212K
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2.98KNew |
$181K - $215K
|
2.98K
$212K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.97KNew |
$181K - $215K
|
2.97K
$211K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.97KNew |
$180K - $215K
|
2.97K
$211K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.96KNew |
$180K - $214K
|
2.96K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.96KNew |
$180K - $214K
|
2.96K
$211K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.96K+ 18.52% |
$180K - $214K
|
18.9K
$1.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.95KNew |
$180K - $213K
|
2.95K
$210K
|
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
2.95KNew |
$180K - $213K
|
2.95K
$210K
|
|
|
May 13, 2025
Q1 2025
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
2.95K+ 2.0% |
$179K - $213K
|
151K
$10.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.94K+ 3.7% |
$179K - $213K
|
82.4K
$5.86M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.94K+ 2.57% |
$179K - $212K
|
117K
$8.36M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
2.94K+ 2.04% |
$178K - $212K
|
147K
$10.4M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
2.93KNew |
$178K - $212K
|
2.93K
$209K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.93KNew |
$178K - $212K
|
2.93K
$209K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
2.93KNew |
$178K - $212K
|
2.93K
$208K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
2.93KNew |
$178K - $212K
|
2.93K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.93K+ 9.44% |
$178K - $212K
|
34K
$2.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.92KNew |
$178K - $211K
|
2.92K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.92KNew |
$177K - $211K
|
2.92K
$207K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
2.91KNew |
$177K - $211K
|
2.91K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.91KNew |
$177K - $210K
|
2.91K
$207K
|