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 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.6K+ 10.21% |
$158K - $188K
|
28.1K
$1.97M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
2.57K+ 42.2% |
$156K - $186K
|
8.65K
$606K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.54K+ 2.83% |
$154K - $184K
|
92.1K
$6.45M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.54K+ 10.05% |
$154K - $183K
|
27.8K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
2.53K+ 6.46% |
$154K - $183K
|
41.8K
$2.93M
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
2.53K+ 27.85% |
$154K - $183K
|
11.6K
$814K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.52K+ 33.23% |
$153K - $182K
|
10.1K
$708K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
2.5K+ 3.35% |
$152K - $181K
|
77K
$5.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
2.5K+ 2.43% |
$152K - $181K
|
105K
$7.37M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.5K+ 0.38% |
$152K - $181K
|
663K
$46.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.49K+ 3.78% |
$152K - $180K
|
68.5K
$4.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.49K+ 46.08% |
$151K - $180K
|
7.89K
$553K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.43K+ 50.89% |
$148K - $176K
|
7.22K
$506K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
2.43K+ 12.52% |
$148K - $176K
|
21.8K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.43K+ 16.39% |
$148K - $176K
|
17.2K
$1.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.43K+ 5.53% |
$148K - $176K
|
46.3K
$3.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
2.42K+ 21.87% |
$147K - $175K
|
13.5K
$944K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.42K+ 42.7% |
$147K - $175K
|
8.08K
$566K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.41K+ 5.97% |
$147K - $174K
|
42.8K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.39K+ 2.74% |
$145K - $173K
|
89.7K
$6.29M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.38K+ 2.4% |
$145K - $172K
|
101K
$7.11M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.37K+ 1.36% |
$144K - $171K
|
177K
$12.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.36K+ 194.72% |
$144K - $171K
|
3.57K
$250K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.36K+ 66.73% |
$143K - $171K
|
5.89K
$413K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.35K+ 1.68% |
$143K - $170K
|
142K
$9.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
2.35K+ 1.6% |
$143K - $170K
|
149K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.35K+ 0.37% |
$143K - $170K
|
640K
$44.8M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.34K+ 34.76% |
$142K - $169K
|
9.08K
$637K
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
2.32K+ 1.42% |
$141K - $168K
|
165K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.32KNew |
$141K - $168K
|
2.32K
$163K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.29K+ 2.74% |
$139K - $166K
|
85.8K
$6.01M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
2.28K+ 15.22% |
$139K - $165K
|
17.3K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.27K+ 19.55% |
$138K - $164K
|
13.9K
$971K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.26K+ 1.53% |
$137K - $163K
|
150K
$10.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.25K+ 7.05% |
$137K - $163K
|
34.1K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
2.2K+ 57.29% |
$134K - $159K
|
6.04K
$423K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
2.2K+ 12.69% |
$134K - $159K
|
19.5K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.19K+ 2.33% |
$133K - $158K
|
95.9K
$6.72M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.17K+ 162.17% |
$132K - $157K
|
3.5K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.16K+ 2.36% |
$131K - $156K
|
93.5K
$6.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.14K+ 4.18% |
$130K - $155K
|
53.4K
$3.74M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.14K+ 37.11% |
$130K - $155K
|
7.91K
$555K
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
2.13KNew |
$130K - $154K
|
2.13K
$149K
|
|
|
May 14, 2025
Q1 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
2.12K+ 5.53% |
$129K - $153K
|
40.5K
$2.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.11K+ 14.87% |
$128K - $152K
|
16.3K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
2.09K+ 10.16% |
$127K - $151K
|
22.6K
$1.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.06K+ 7.07% |
$125K - $149K
|
31.1K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
2.05K+ 26.49% |
$125K - $148K
|
9.78K
$685K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.04K+ 1.7% |
$124K - $148K
|
123K
$8.59M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.04K+ 2.02% |
$124K - $147K
|
103K
$7.19M
|