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 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
421+ 0.49% |
$25.6K - $30.4K
|
85.6K
$6.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
419+ 2.59% |
$25.5K - $30.3K
|
16.6K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
418+ 9.28% |
$25.4K - $30.2K
|
4.92K
$348K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
415+ 5.35% |
$25.2K - $30K
|
8.17K
$577K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
414+ 0.52% |
$25.2K - $29.9K
|
80.1K
$5.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
413+ 3.67% |
$25.1K - $29.9K
|
11.7K
$824K
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
412+ 8.42% |
$25.1K - $29.8K
|
5.31K
$374K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
409+ 449.45% |
$24.9K - $29.6K
|
500
$35.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
406+ 3.62% |
$24.7K - $29.4K
|
11.6K
$821K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
405+ 4.6% |
$24.6K - $29.3K
|
9.21K
$650K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
400+ 3.83% |
$24.3K - $28.9K
|
10.8K
$766K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
400+ 12.46% |
$24.3K - $28.9K
|
3.61K
$255K
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
400+ 0.64% |
$24.3K - $28.9K
|
62.4K
$4.41M
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
395+ 0.39% |
$24K - $28.6K
|
103K
$7.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
390+ 9.71% |
$23.7K - $28.2K
|
4.41K
$311K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
390+ 2.22% |
$23.7K - $28.2K
|
18K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
385+ 9.59% |
$23.4K - $27.8K
|
4.4K
$311K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
383+ 0.86% |
$23.3K - $27.7K
|
44.8K
$3.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
381+ 5.88% |
$23.2K - $27.6K
|
6.86K
$484K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
380+ 12.26% |
$23.1K - $27.5K
|
3.48K
$246K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
378+ 5.81% |
$23K - $27.3K
|
6.88K
$486K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
375+ 6.26% |
$22.8K - $27.1K
|
6.37K
$449K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
373+ 2.97% |
$22.7K - $27K
|
13K
$914K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
372+ 1.54% |
$22.6K - $26.9K
|
24.5K
$1.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
370+ 0.35% |
$22.5K - $26.8K
|
106K
$7.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
369+ 3.8% |
$22.4K - $26.7K
|
10.1K
$711K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
368+ 0.59% |
$22.4K - $26.6K
|
62.6K
$4.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
365+ 7.64% |
$22.2K - $26.4K
|
5.14K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
361+ 0.48% |
$22K - $26.1K
|
75.1K
$5.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
360+ 360.0% |
$21.9K - $26K
|
460
$32.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
359+ 2.98% |
$21.8K - $26K
|
12.4K
$875K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
359+ 9.58% |
$21.8K - $26K
|
4.11K
$290K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
358+ 2.69% |
$21.8K - $25.9K
|
13.7K
$964K
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
357+ 3.84% |
$21.7K - $25.8K
|
9.67K
$682K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
354+ 4.64% |
$21.5K - $25.6K
|
7.99K
$564K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
354+ 8.2% |
$21.5K - $25.6K
|
4.67K
$330K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
353+ 1.28% |
$21.5K - $25.5K
|
27.9K
$1.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
351+ 8.41% |
$21.3K - $25.4K
|
4.52K
$319K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
350+ 27.05% |
$21.3K - $25.3K
|
1.64K
$116K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
346+ 0.29% |
$21K - $25K
|
119K
$8.37M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
345+ 0.39% |
$21K - $25K
|
89.9K
$6.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
344+ 1.09% |
$20.9K - $24.9K
|
32K
$2.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
344New |
$20.9K - $24.9K
|
344
$24.3K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
344+ 5.95% |
$20.9K - $24.9K
|
6.12K
$432K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
338+ 8.8% |
$20.6K - $24.4K
|
4.18K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
337+ 1.97% |
$20.5K - $24.4K
|
17.4K
$1.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
334+ 4.63% |
$20.3K - $24.2K
|
7.54K
$533K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
332+ 2.64% |
$20.2K - $24K
|
12.9K
$910K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
330+ 0.95% |
$20.1K - $23.9K
|
35.2K
$2.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
329+ 9.0% |
$20K - $23.8K
|
3.99K
$281K
|