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
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
1.61KNew |
$97.9K - $116K
|
1.61K
$113K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.61K+ 2.91% |
$97.8K - $116K
|
56.9K
$3.99M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.6K+ 4.27% |
$97.4K - $116K
|
39.1K
$2.74M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.6K+ 3.08% |
$97.3K - $116K
|
53.5K
$3.75M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.6K+ 4.72% |
$97.1K - $115K
|
35.4K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1.59KNew |
$96.7K - $115K
|
1.59K
$111K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.59K+ 2.56% |
$96.6K - $115K
|
63.5K
$4.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.58K+ 3.06% |
$96.1K - $114K
|
53.2K
$3.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.56K+ 4.98% |
$94.9K - $113K
|
32.9K
$2.3M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.56K+ 0.87% |
$94.9K - $113K
|
181K
$12.7M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.54K+ 8.52% |
$93.7K - $111K
|
19.6K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
1.52K+ 2.89% |
$92.4K - $110K
|
54.1K
$3.79M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.52K+ 1.19% |
$92.2K - $110K
|
129K
$9.02M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.51K+ 35.26% |
$91.8K - $109K
|
5.79K
$406K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.5K+ 2.72% |
$91.5K - $109K
|
56.7K
$3.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.49K+ 3.87% |
$90.4K - $108K
|
39.9K
$2.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.48K+ 8.27% |
$90.2K - $107K
|
19.4K
$1.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.48K+ 4.16% |
$90.1K - $107K
|
37.1K
$2.6M
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
1.47K+ 4.96% |
$89.4K - $106K
|
31.1K
$2.18M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.47K+ 5.88% |
$89.1K - $106K
|
26.4K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.46K+ 2.67% |
$88.9K - $106K
|
56.3K
$3.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.46K+ 1.53% |
$88.7K - $105K
|
96.7K
$6.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.45KNew |
$88K - $105K
|
1.45K
$101K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
1.45K+ 1.51% |
$87.9K - $105K
|
97.2K
$6.81M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.45KNew |
$87.9K - $105K
|
1.45K
$101K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.44K+ 15.3% |
$87.6K - $104K
|
10.9K
$760K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.44K+ 2.82% |
$87.3K - $104K
|
52.3K
$3.67M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.44K+ 9.13% |
$87.3K - $104K
|
17.2K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.43K+ 2.35% |
$86.7K - $103K
|
62.2K
$4.36M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.42K+ 0.89% |
$86.4K - $103K
|
161K
$11.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.42K+ 28.58% |
$86.1K - $102K
|
6.37K
$446K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.42K+ 8.17% |
$86.1K - $102K
|
18.7K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.42K+ 1.81% |
$86K - $102K
|
79.5K
$5.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.41K+ 10.22% |
$86K - $102K
|
15.2K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
BUY
|
- |
1.41K+ 3.96% |
$85.9K - $102K
|
37.1K
$2.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.41K+ 16.14% |
$85.8K - $102K
|
10.2K
$711K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.4K+ 5.22% |
$85.2K - $101K
|
28.2K
$1.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
1.39K+ 27.85% |
$84.6K - $101K
|
6.39K
$448K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.38K+ 10.2% |
$83.9K - $99.7K
|
14.9K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.38K+ 10.16% |
$83.8K - $99.7K
|
14.9K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.38K+ 9.96% |
$83.7K - $99.5K
|
15.2K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.37K+ 5.85% |
$83.4K - $99.2K
|
24.8K
$1.74M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.37K+ 12.64% |
$83.4K - $99.2K
|
12.2K
$857K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.36K+ 3.11% |
$82.8K - $98.4K
|
45.2K
$3.16M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.35K+ 1.65% |
$82.3K - $97.8K
|
83.3K
$5.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
1.34K+ 20.6% |
$81.4K - $96.8K
|
7.84K
$549K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.34K+ 3.52% |
$81.4K - $96.8K
|
39.4K
$2.76M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.34K+ 4.03% |
$81.4K - $96.8K
|
34.5K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.33K+ 30.29% |
$81.1K - $96.5K
|
5.74K
$402K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.33K+ 26.03% |
$80.9K - $96.3K
|
6.45K
$452K
|