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 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
681+ 3.11% |
$41.4K - $49.2K
|
22.6K
$1.58M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
681New |
$41.4K - $49.2K
|
681
$47.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
674+ 13.91% |
$41K - $48.7K
|
5.52K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
673+ 19.15% |
$40.9K - $48.7K
|
4.19K
$293K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
669+ 1.89% |
$40.7K - $48.4K
|
36K
$2.53M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
660+ 2.55% |
$40.1K - $47.7K
|
26.6K
$1.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
659+ 3.62% |
$40.1K - $47.7K
|
18.8K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
656+ 2.82% |
$39.9K - $47.4K
|
23.9K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
650+ 2.18% |
$39.5K - $47K
|
30.4K
$2.13M
|
|
|
Jun 05, 2025
Q1 2025
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
650+ 0.98% |
$39.5K - $47K
|
67.1K
$4.7M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
648+ 15.72% |
$39.4K - $46.9K
|
4.77K
$334K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
646+ 1.31% |
$39.3K - $46.7K
|
50.1K
$3.51M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
643+ 5.65% |
$39.1K - $46.5K
|
12K
$842K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
640+ 4.99% |
$38.9K - $46.3K
|
13.5K
$944K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
635+ 1.32% |
$38.6K - $45.9K
|
48.6K
$3.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
634+ 2.6% |
$38.6K - $45.9K
|
25K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
632+ 15.86% |
$38.4K - $45.7K
|
4.62K
$324K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
630+ 6.18% |
$38.3K - $45.6K
|
10.8K
$759K
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
630+ 3.11% |
$38.3K - $45.6K
|
20.9K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
629+ 21.76% |
$38.2K - $45.5K
|
3.52K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
624+ 0.62% |
$37.9K - $45.1K
|
101K
$7.05M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
617+ 8.65% |
$37.5K - $44.6K
|
7.75K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
614+ 4.03% |
$37.3K - $44.4K
|
15.9K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
612+ 12.45% |
$37.2K - $44.3K
|
5.53K
$387K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
610+ 4.45% |
$37.1K - $44.1K
|
14.3K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
605+ 15.95% |
$36.8K - $43.8K
|
4.4K
$308K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
605+ 0.42% |
$36.8K - $43.8K
|
143K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
605+ 3.98% |
$36.8K - $43.8K
|
15.8K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
601+ 1.05% |
$36.5K - $43.5K
|
57.7K
$4.04M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
600New |
$36.5K - $43.4K
|
600
$42K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
600+ 4.37% |
$36.5K - $43.4K
|
14.3K
$1M
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
599+ 11.09% |
$36.4K - $43.3K
|
6K
$420K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
593+ 12.57% |
$36.1K - $42.9K
|
5.31K
$372K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
592+ 4.8% |
$36K - $42.8K
|
12.9K
$905K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
587+ 322.53% |
$35.7K - $42.5K
|
769
$53.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
584+ 1.38% |
$35.5K - $42.2K
|
42.9K
$3.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
584+ 5.33% |
$35.5K - $42.2K
|
11.5K
$809K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
580New |
$35.3K - $41.9K
|
580
$40.6K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
580+ 1.14% |
$35.3K - $41.9K
|
51.4K
$3.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
571+ 1.36% |
$34.7K - $41.3K
|
42.6K
$2.98M
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
569+ 3.82% |
$34.6K - $41.2K
|
15.4K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
567+ 9.75% |
$34.5K - $41K
|
6.39K
$447K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
566+ 8.05% |
$34.4K - $40.9K
|
7.6K
$533K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
557+ 5.17% |
$33.9K - $40.3K
|
11.3K
$794K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
557+ 13.17% |
$33.9K - $40.3K
|
4.79K
$335K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
555+ 0.29% |
$33.7K - $40.1K
|
192K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
553New |
$33.6K - $40K
|
553
$38.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
552+ 10.84% |
$33.6K - $39.9K
|
5.65K
$396K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
548+ 4.82% |
$33.3K - $39.6K
|
11.9K
$835K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
547+ 32.99% |
$33.3K - $39.6K
|
2.21K
$155K
|