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 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
543+ 11.85% |
$33K - $39.3K
|
5.13K
$362K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
BUY
|
- |
540+ 31.3% |
$32.8K - $39.1K
|
2.27K
$160K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
539+ 1.85% |
$32.8K - $39K
|
29.7K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
539+ 1.96% |
$32.8K - $39K
|
28.1K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
535+ 0.6% |
$32.5K - $38.7K
|
89.2K
$6.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
530+ 12.26% |
$32.2K - $38.3K
|
4.85K
$343K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
530+ 4.44% |
$32.2K - $38.3K
|
12.5K
$880K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
530+ 1.13% |
$32.2K - $38.3K
|
47.6K
$3.36M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
530+ 0.36% |
$32.2K - $38.3K
|
148K
$10.5M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
528+ 11.23% |
$32.1K - $38.2K
|
5.23K
$369K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
526+ 0.68% |
$32K - $38K
|
78.3K
$5.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
524+ 12.42% |
$31.9K - $37.9K
|
4.74K
$335K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
520+ 12.71% |
$31.6K - $37.6K
|
4.61K
$325K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
520+ 1.31% |
$31.6K - $37.6K
|
40.3K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
518+ 2.49% |
$31.5K - $37.5K
|
21.3K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
500+ 5.75% |
$30.4K - $36.2K
|
9.2K
$650K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
500+ 10.01% |
$30.4K - $36.2K
|
5.49K
$388K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
500+ 1.53% |
$30.4K - $36.2K
|
33.2K
$2.34M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
500+ 4.47% |
$30.4K - $36.2K
|
11.7K
$825K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
491+ 0.2% |
$29.9K - $35.5K
|
251K
$17.7M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
488New |
$29.7K - $35.3K
|
488
$34.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
487+ 7.98% |
$29.6K - $35.2K
|
6.59K
$465K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
485+ 11.25% |
$29.5K - $35.1K
|
4.8K
$338K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
485+ 2.18% |
$29.5K - $35.1K
|
22.7K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
484+ 1.41% |
$29.4K - $35K
|
34.8K
$2.46M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
484+ 20.72% |
$29.4K - $35K
|
2.82K
$199K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
477+ 3.61% |
$29K - $34.5K
|
13.7K
$968K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
477+ 110.16% |
$29K - $34.5K
|
910
$64.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
473+ 0.5% |
$28.8K - $34.2K
|
94.5K
$6.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
469+ 1.94% |
$28.5K - $33.9K
|
24.7K
$1.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
468+ 2.09% |
$28.5K - $33.8K
|
22.9K
$1.61M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
466+ 1.2% |
$28.3K - $33.7K
|
39.2K
$2.77M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
464+ 45.94% |
$28.2K - $33.6K
|
1.47K
$104K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
463+ 3.33% |
$28.2K - $33.5K
|
14.4K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
462+ 8.29% |
$28.1K - $33.4K
|
6.04K
$426K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
461+ 1.97% |
$28K - $33.3K
|
23.8K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
460+ 11.89% |
$28K - $33.3K
|
4.33K
$306K
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
457+ 1.47% |
$27.8K - $33.1K
|
31.6K
$2.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
455+ 0.3% |
$27.7K - $32.9K
|
150K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
450+ 8.53% |
$27.4K - $32.5K
|
5.73K
$404K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
448+ 6.75% |
$27.2K - $32.4K
|
7.09K
$500K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
447+ 4.26% |
$27.2K - $32.3K
|
10.9K
$773K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
446+ 3.48% |
$27.1K - $32.3K
|
13.3K
$936K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
443+ 11.75% |
$26.9K - $32K
|
4.21K
$297K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
427+ 14.99% |
$26K - $30.9K
|
3.28K
$231K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
427+ 12.43% |
$26K - $30.9K
|
3.86K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
427+ 0.85% |
$26K - $30.9K
|
50.6K
$3.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
425+ 1.5% |
$25.8K - $30.7K
|
28.7K
$2.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
425New |
$25.8K - $30.7K
|
425
$30K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
424+ 220.83% |
$25.8K - $30.7K
|
616
$43.5K
|