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 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
2.03K+ 6.91% |
$123K - $146K
|
31.3K
$2.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.03K+ 3.06% |
$123K - $146K
|
68.2K
$4.75M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.02KNew |
$123K - $146K
|
2.02K
$141K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.01K+ 3.63% |
$122K - $146K
|
57.6K
$4.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.01K+ 0.74% |
$122K - $145K
|
273K
$19M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2K+ 1.07% |
$121K - $144K
|
188K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1.99K+ 27.21% |
$121K - $144K
|
9.29K
$647K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.97K+ 1.52% |
$120K - $142K
|
131K
$9.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.96K+ 16.1% |
$119K - $142K
|
14.2K
$986K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.95K+ 4.46% |
$119K - $141K
|
45.7K
$3.18M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
1.94K+ 4.24% |
$118K - $140K
|
47.7K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.94KNew |
$118K - $140K
|
1.94K
$135K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
1.93K+ 1.15% |
$117K - $140K
|
170K
$11.8M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.93K+ 18.45% |
$117K - $140K
|
12.4K
$863K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.92K+ 25.63% |
$117K - $139K
|
9.42K
$656K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.92K+ 2.77% |
$117K - $139K
|
71.2K
$4.96M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.9K+ 0.92% |
$116K - $137K
|
207K
$14.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.87K+ 10.22% |
$114K - $136K
|
20.2K
$1.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.87K+ 29.07% |
$114K - $135K
|
8.29K
$578K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.86KNew |
$113K - $135K
|
1.86K
$130K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
1.85K+ 21.53% |
$112K - $134K
|
10.4K
$726K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.84K+ 4.93% |
$112K - $133K
|
39.2K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.84K+ 14.43% |
$112K - $133K
|
14.6K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.84K+ 23.23% |
$112K - $133K
|
9.74K
$678K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.83K+ 10.49% |
$112K - $133K
|
19.3K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.81K+ 0.06% |
$110K - $131K
|
3.26M
$227M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.8K+ 59.79% |
$109K - $130K
|
4.81K
$335K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.8K+ 1.36% |
$109K - $130K
|
133K
$9.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.79K+ 1.95% |
$109K - $129K
|
93.5K
$6.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.79K+ 49.05% |
$109K - $129K
|
5.42K
$378K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.79K+ 3.08% |
$109K - $129K
|
59.8K
$4.17M
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
1.77K+ 2.77% |
$108K - $128K
|
65.9K
$4.59M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.77K+ 1.5% |
$107K - $128K
|
119K
$8.3M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.74K+ 22.33% |
$106K - $126K
|
9.52K
$663K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.74K+ 2.84% |
$106K - $126K
|
62.9K
$4.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.73K+ 8.61% |
$105K - $125K
|
21.9K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.73K+ 39.93% |
$105K - $125K
|
6.06K
$422K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.72K+ 5.03% |
$104K - $124K
|
35.8K
$2.5M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.72K+ 0.49% |
$104K - $124K
|
350K
$24.4M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.71K+ 2065.06% |
$104K - $124K
|
1.8K
$125K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
1.7K+ 3.21% |
$103K - $123K
|
54.7K
$3.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
1.7K+ 7.38% |
$103K - $123K
|
24.7K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.69K+ 6.42% |
$103K - $122K
|
28K
$1.95M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
1.66K+ 1.25% |
$101K - $120K
|
134K
$9.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.66KNew |
$101K - $120K
|
1.66K
$115K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.65KNew |
$100K - $119K
|
1.65K
$115K
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
1.64K+ 0.31% |
$99.8K - $119K
|
523K
$36.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.63K+ 36.83% |
$98.8K - $118K
|
6.04K
$421K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.61KNew |
$98K - $117K
|
1.61K
$112K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.61K+ 4.12% |
$97.9K - $116K
|
40.7K
$2.83M
|