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
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
328+ 1.49% |
$19.9K - $23.7K
|
22.3K
$1.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
326+ 1.56% |
$19.8K - $23.6K
|
21.2K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
325+ 4.85% |
$19.8K - $23.5K
|
7.03K
$496K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
322+ 3.51% |
$19.6K - $23.3K
|
9.51K
$671K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
319+ 1.72% |
$19.4K - $23.1K
|
18.9K
$1.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
316+ 2.01% |
$19.2K - $22.9K
|
16K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
306+ 2.58% |
$18.6K - $22.1K
|
12.2K
$859K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
305+ 0.39% |
$18.5K - $22.1K
|
78.9K
$5.57M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
305+ 7.47% |
$18.5K - $22.1K
|
4.39K
$310K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
300+ 8.08% |
$18.2K - $21.7K
|
4.01K
$283K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
300+ 2.86% |
$18.2K - $21.7K
|
10.8K
$761K
|
|
|
May 14, 2025
Q1 2025
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
300+ 0.9% |
$18.2K - $21.7K
|
33.6K
$2.37M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
299+ 2.37% |
$18.2K - $21.6K
|
12.9K
$913K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
296+ 2.24% |
$18K - $21.4K
|
13.5K
$952K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
295+ 25.81% |
$17.9K - $21.3K
|
1.44K
$102K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
295+ 8.9% |
$17.9K - $21.3K
|
3.61K
$255K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
294+ 4.54% |
$17.9K - $21.3K
|
6.77K
$478K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
293+ 2.09% |
$17.8K - $21.2K
|
14.3K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
293+ 1.57% |
$17.8K - $21.2K
|
18.9K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
291+ 7.87% |
$17.7K - $21K
|
3.99K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
290+ 1.19% |
$17.6K - $21K
|
24.7K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
290+ 290.0% |
$17.6K - $21K
|
390
$27.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
289+ 4.33% |
$17.6K - $20.9K
|
6.97K
$492K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
288+ 3.17% |
$17.5K - $20.8K
|
9.37K
$661K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
288+ 0.76% |
$17.5K - $20.8K
|
38.2K
$2.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
287+ 3.86% |
$17.5K - $20.8K
|
7.72K
$545K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
287+ 4.26% |
$17.5K - $20.8K
|
7.02K
$496K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
285+ 148.44% |
$17.3K - $20.6K
|
477
$33.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
284+ 6.24% |
$17.3K - $20.5K
|
4.84K
$341K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
284+ 3.79% |
$17.3K - $20.5K
|
7.77K
$548K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
282+ 0.08% |
$17.1K - $20.4K
|
333K
$23.5M
|
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
280+ 1.69% |
$17K - $20.2K
|
16.8K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
279+ 4.44% |
$17K - $20.2K
|
6.56K
$463K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
278New |
$16.9K - $20.1K
|
278
$19.6K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
277+ 0.48% |
$16.8K - $20K
|
57.8K
$4.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
276+ 2.94% |
$16.8K - $20K
|
9.65K
$681K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
275+ 6.03% |
$16.7K - $19.9K
|
4.84K
$342K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
274+ 8.67% |
$16.7K - $19.8K
|
3.44K
$242K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
267+ 4.59% |
$16.2K - $19.3K
|
6.09K
$430K
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
266New |
$16.2K - $19.2K
|
266
$18.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
264+ 5.78% |
$16.1K - $19.1K
|
4.83K
$341K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
264+ 1.53% |
$16.1K - $19.1K
|
17.5K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
258+ 1.74% |
$15.7K - $18.7K
|
15K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
256+ 6.67% |
$15.6K - $18.5K
|
4.09K
$289K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
254+ 4.52% |
$15.4K - $18.4K
|
5.87K
$414K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
251+ 0.95% |
$15.3K - $18.2K
|
26.7K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
250+ 0.24% |
$15.2K - $18.1K
|
105K
$7.38M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
246+ 2.42% |
$15K - $17.8K
|
10.4K
$734K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
245+ 2.32% |
$14.9K - $17.7K
|
10.8K
$763K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
243+ 4.76% |
$14.8K - $17.6K
|
5.35K
$377K
|