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 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.92KNew |
$178K - $211K
|
2.92K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.92KNew |
$177K - $211K
|
2.92K
$204K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
2.91KNew |
$177K - $211K
|
2.91K
$204K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.91KNew |
$177K - $210K
|
2.91K
$204K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
2.91KNew |
$177K - $210K
|
2.91K
$204K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.9KNew |
$176K - $210K
|
2.9K
$203K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
2.9KNew |
$176K - $210K
|
2.9K
$203K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.89KNew |
$176K - $209K
|
2.89K
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
2.89K+ 21.91% |
$176K - $209K
|
16.1K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
2.89KNew |
$175K - $209K
|
2.89K
$202K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
2.88KNew |
$175K - $208K
|
2.88K
$202K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.87KNew |
$175K - $208K
|
2.87K
$201K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.87KNew |
$175K - $208K
|
2.87K
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2.87KNew |
$174K - $207K
|
2.87K
$201K
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
2.86KNew |
$174K - $207K
|
2.86K
$200K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.86KNew |
$174K - $207K
|
2.86K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
2.86KNew |
$174K - $207K
|
2.86K
$200K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
2.85KNew |
$173K - $206K
|
2.85K
$200K
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
2.85KNew |
$173K - $206K
|
2.85K
$200K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.85KNew |
$173K - $206K
|
2.85K
$200K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
2.84KNew |
$173K - $205K
|
2.84K
$199K
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
2.84K+ 59.12% |
$173K - $205K
|
7.64K
$536K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.84KNew |
$172K - $205K
|
2.84K
$199K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.83K+ 19.14% |
$172K - $205K
|
17.6K
$1.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
2.83KNew |
$172K - $205K
|
2.83K
$198K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.83K+ 11.84% |
$172K - $205K
|
26.7K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.81KNew |
$171K - $203K
|
2.81K
$197K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.81KNew |
$171K - $203K
|
2.81K
$197K
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2.8KNew |
$171K - $203K
|
2.8K
$196K
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$170K - $203K
|
2.8K
$196K
|
|
|
Apr 09, 2025
Q1 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2.8KNew |
$170K - $203K
|
2.8K
$196K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
2.8KNew |
$170K - $202K
|
2.8K
$196K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.8KNew |
$170K - $202K
|
2.8K
$196K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.79KNew |
$170K - $202K
|
2.79K
$195K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.78K+ 42.6% |
$169K - $201K
|
9.32K
$653K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.78K+ 16.12% |
$169K - $201K
|
20K
$1.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.77K+ 86.23% |
$169K - $201K
|
5.99K
$420K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.77K+ 46.98% |
$169K - $200K
|
8.67K
$607K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
2.76K+ 3.05% |
$168K - $200K
|
93.4K
$6.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.76K+ 16.67% |
$168K - $199K
|
19.3K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.75K+ 1.59% |
$167K - $199K
|
176K
$12.4M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.74K+ 17.4% |
$167K - $198K
|
18.5K
$1.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.74K+ 31.56% |
$166K - $198K
|
11.4K
$799K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.73K+ 1.49% |
$166K - $198K
|
186K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.71K+ 3.21% |
$165K - $196K
|
86.9K
$6.09M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.71K+ 3.19% |
$164K - $196K
|
87.6K
$6.14M
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
2.7K+ 26.6% |
$164K - $195K
|
12.9K
$901K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
2.69K+ 8.88% |
$164K - $195K
|
33K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.64K+ 18.75% |
$161K - $191K
|
16.7K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.6K+ 12.73% |
$158K - $188K
|
23.1K
$1.62M
|