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 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1.03K+ 0.2% |
$62.8K - $74.6K
|
523K
$36.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.03K+ 22.49% |
$62.6K - $74.5K
|
5.61K
$396K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.03K+ 1.03% |
$62.5K - $74.3K
|
101K
$7.13M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.02K+ 2.78% |
$61.8K - $73.5K
|
37.5K
$2.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.01K+ 18.49% |
$61.2K - $72.8K
|
6.45K
$455K
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1K+ 6.87% |
$60.8K - $72.3K
|
15.6K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1K+ 0.31% |
$60.8K - $72.3K
|
325K
$23M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
999+ 12.56% |
$60.7K - $72.2K
|
8.95K
$632K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
996+ 3.63% |
$60.6K - $72K
|
28.4K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
993+ 9.15% |
$60.4K - $71.8K
|
11.8K
$836K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
990+ 0.72% |
$60.2K - $71.6K
|
139K
$9.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
981+ 5.05% |
$59.7K - $70.9K
|
20.4K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
978+ 77.56% |
$59.5K - $70.7K
|
2.24K
$158K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
974+ 3.02% |
$59.2K - $70.4K
|
33.2K
$2.34M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
970+ 8.79% |
$59K - $70.2K
|
12K
$848K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
970+ 1.69% |
$59K - $70.2K
|
58.3K
$4.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
968+ 4.9% |
$58.9K - $70K
|
20.7K
$1.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
960+ 5.43% |
$58.4K - $69.4K
|
18.6K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
956+ 1.25% |
$58.1K - $69.1K
|
77.1K
$5.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
945+ 5.3% |
$57.5K - $68.3K
|
18.8K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
943+ 12.27% |
$57.3K - $68.2K
|
8.63K
$609K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
938+ 0.15% |
$57K - $67.8K
|
611K
$43.1M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
934+ 4.32% |
$56.8K - $67.5K
|
22.6K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
929New |
$56.5K - $67.2K
|
929
$65.6K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
922+ 2.62% |
$56.1K - $66.7K
|
36.1K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
922+ 1.34% |
$56.1K - $66.7K
|
69.6K
$4.91M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
918+ 8.64% |
$55.8K - $66.4K
|
11.5K
$815K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
905+ 1.72% |
$55K - $65.4K
|
53.5K
$3.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
903+ 3.23% |
$54.9K - $65.3K
|
28.8K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
903+ 15.27% |
$54.9K - $65.3K
|
6.82K
$481K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
902+ 3.3% |
$54.9K - $65.2K
|
28.2K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
902+ 2.61% |
$54.9K - $65.2K
|
35.5K
$2.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
900+ 3.98% |
$54.7K - $65.1K
|
23.5K
$1.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
898+ 0.22% |
$54.6K - $64.9K
|
405K
$28.6M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
898+ 18.19% |
$54.6K - $64.9K
|
5.84K
$412K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
895+ 11.46% |
$54.4K - $64.7K
|
8.71K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
890+ 9.33% |
$54.1K - $64.4K
|
10.4K
$736K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
886+ 16.9% |
$53.9K - $64.1K
|
6.13K
$433K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
885+ 2.94% |
$53.8K - $64K
|
30.9K
$2.18M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
881New |
$53.6K - $63.7K
|
881
$62.2K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
881New |
$53.6K - $63.7K
|
881
$62.2K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
881New |
$53.6K - $63.7K
|
881
$62.2K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
880+ 8.91% |
$53.5K - $63.6K
|
10.8K
$759K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
880+ 5.55% |
$53.5K - $63.6K
|
16.7K
$1.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
878+ 10.83% |
$53.4K - $63.5K
|
8.99K
$634K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
870+ 5.57% |
$52.9K - $62.9K
|
16.5K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
864+ 10.82% |
$52.5K - $62.5K
|
8.85K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
846+ 9.92% |
$51.4K - $61.2K
|
9.38K
$662K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
834+ 45.18% |
$50.7K - $60.3K
|
2.68K
$189K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
833+ 11.01% |
$50.7K - $60.2K
|
8.4K
$593K
|