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
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
830+ 5.15% |
$50.5K - $60K
|
17K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
826+ 8.45% |
$50.2K - $59.7K
|
10.6K
$742K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
823+ 1.0% |
$50K - $59.5K
|
82.8K
$5.8M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
822+ 1.13% |
$50K - $59.4K
|
73.3K
$5.14M
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
815+ 7.31% |
$49.6K - $58.9K
|
12K
$838K
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
815+ 21.78% |
$49.6K - $58.9K
|
4.56K
$319K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
801+ 5.79% |
$48.7K - $57.9K
|
14.6K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
800+ 5.96% |
$48.6K - $57.9K
|
14.2K
$996K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
800+ 11.74% |
$48.6K - $57.9K
|
7.62K
$534K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
800+ 0.79% |
$48.6K - $57.9K
|
103K
$7.19M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
799New |
$48.6K - $57.8K
|
799
$56K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
796+ 2.01% |
$48.4K - $57.6K
|
40.4K
$2.83M
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
793+ 1.8% |
$48.2K - $57.3K
|
44.8K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
793+ 13.17% |
$48.2K - $57.3K
|
6.81K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
779+ 23.02% |
$47.4K - $56.3K
|
4.16K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
773+ 1.83% |
$47K - $55.9K
|
43.1K
$3.02M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
762+ 0.68% |
$46.3K - $55.1K
|
112K
$7.87M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
760+ 4.3% |
$46.2K - $55K
|
18.5K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
758+ 1.59% |
$46.1K - $54.8K
|
48.3K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
758+ 113.98% |
$46.1K - $54.8K
|
1.42K
$99.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
756+ 4.52% |
$46K - $54.7K
|
17.5K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
749+ 4.44% |
$45.5K - $54.2K
|
17.6K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
748+ 7.17% |
$45.5K - $54.1K
|
11.2K
$783K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
747+ 8.95% |
$45.4K - $54K
|
9.09K
$637K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
745+ 2.29% |
$45.3K - $53.9K
|
33.3K
$2.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
744+ 6.01% |
$45.2K - $53.8K
|
13.1K
$920K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
743+ 1.33% |
$45.2K - $53.7K
|
56.5K
$3.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
739+ 10.83% |
$44.9K - $53.4K
|
7.56K
$530K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
739+ 0.99% |
$44.9K - $53.4K
|
75.1K
$5.26M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
733+ 1.72% |
$44.6K - $53K
|
43.3K
$3.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
730+ 12.34% |
$44.4K - $52.8K
|
6.64K
$466K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
728+ 7.99% |
$44.3K - $52.6K
|
9.84K
$689K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
727+ 1.03% |
$44.2K - $52.6K
|
71.4K
$5M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
727+ 6.25% |
$44.2K - $52.6K
|
12.4K
$866K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
726+ 3.46% |
$44.1K - $52.5K
|
21.7K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
724+ 3.96% |
$44K - $52.4K
|
19K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
722+ 5.13% |
$43.9K - $52.2K
|
14.8K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
718+ 2.4% |
$43.7K - $51.9K
|
30.7K
$2.15M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
718+ 29.14% |
$43.7K - $51.9K
|
3.18K
$223K
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
717+ 19.02% |
$43.6K - $51.9K
|
4.49K
$314K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
710+ 2.66% |
$43.2K - $51.3K
|
27.4K
$1.92M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
710+ 0.47% |
$43.2K - $51.3K
|
152K
$10.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
705+ 1.76% |
$42.9K - $51K
|
40.7K
$2.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
704+ 4.24% |
$42.8K - $50.9K
|
17.3K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
704+ 3.39% |
$42.8K - $50.9K
|
21.5K
$1.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
700+ 6.44% |
$42.6K - $50.6K
|
11.6K
$811K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
699+ 3.03% |
$42.5K - $50.6K
|
23.8K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
699+ 5.05% |
$42.5K - $50.6K
|
14.5K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
696+ 12.19% |
$42.3K - $50.3K
|
6.41K
$449K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
682+ 16.94% |
$41.5K - $49.3K
|
4.71K
$330K
|