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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
242+ 34.08% |
$14.7K - $17.5K
|
952
$67.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
238+ 2.17% |
$14.5K - $17.2K
|
11.2K
$792K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
238+ 7.11% |
$14.5K - $17.2K
|
3.59K
$253K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
237New |
$14.4K - $17.1K
|
237
$16.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
235+ 0.33% |
$14.3K - $17K
|
71.6K
$5.05M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
234+ 2.21% |
$14.2K - $16.9K
|
10.8K
$763K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
233+ 4.78% |
$14.2K - $16.9K
|
5.11K
$360K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
232+ 0.26% |
$14.1K - $16.8K
|
88.1K
$6.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
231+ 4.11% |
$14K - $16.7K
|
5.85K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
228+ 5.23% |
$13.9K - $16.5K
|
4.59K
$324K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
226+ 1.44% |
$13.7K - $16.3K
|
15.9K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
225+ 1.17% |
$13.7K - $16.3K
|
19.5K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
225+ 3.6% |
$13.7K - $16.3K
|
6.48K
$458K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
224+ 6.45% |
$13.6K - $16.2K
|
3.7K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
223+ 3.7% |
$13.6K - $16.1K
|
6.24K
$441K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
216+ 2.43% |
$13.1K - $15.6K
|
9.12K
$643K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
215+ 1.11% |
$13.1K - $15.5K
|
19.5K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
215+ 2.81% |
$13.1K - $15.5K
|
7.86K
$555K
|
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
215+ 5.2% |
$13.1K - $15.5K
|
4.35K
$307K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
214+ 1.87% |
$13K - $15.5K
|
11.7K
$823K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
213+ 3.71% |
$13K - $15.4K
|
5.95K
$420K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
211+ 2.94% |
$12.8K - $15.3K
|
7.39K
$522K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
209+ 5.33% |
$12.7K - $15.1K
|
4.13K
$291K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
208+ 5.98% |
$12.6K - $15K
|
3.69K
$260K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
208+ 4.94% |
$12.6K - $15K
|
4.42K
$312K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
207+ 5.27% |
$12.6K - $15K
|
4.14K
$292K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
205+ 3.59% |
$12.5K - $14.8K
|
5.91K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
204+ 8.36% |
$12.4K - $14.8K
|
2.64K
$187K
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
203+ 1.7% |
$12.3K - $14.7K
|
12.1K
$856K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
201+ 1.94% |
$12.2K - $14.5K
|
10.6K
$747K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
200+ 6.13% |
$12.2K - $14.5K
|
3.46K
$244K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
200+ 1.64% |
$12.2K - $14.5K
|
12.4K
$876K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
200+ 1.43% |
$12.2K - $14.5K
|
14.2K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
200New |
$12.2K - $14.5K
|
200
$14.1K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
197+ 3.69% |
$12K - $14.2K
|
5.54K
$391K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
196+ 6.05% |
$11.9K - $14.2K
|
3.44K
$243K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
196+ 2.73% |
$11.9K - $14.2K
|
7.36K
$520K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
196+ 1.7% |
$11.9K - $14.2K
|
11.7K
$827K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
195+ 2.04% |
$11.9K - $14.1K
|
9.76K
$689K
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
193+ 1.61% |
$11.7K - $14K
|
12.2K
$860K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
193New |
$11.7K - $14K
|
193
$13.6K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
191+ 33.51% |
$11.6K - $13.8K
|
761
$53.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
189+ 1.79% |
$11.5K - $13.7K
|
10.7K
$758K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
187+ 3.34% |
$11.4K - $13.5K
|
5.78K
$408K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
187+ 0.79% |
$11.4K - $13.5K
|
23.9K
$1.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
185+ 0.79% |
$11.2K - $13.4K
|
23.6K
$1.66M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
183+ 2.42% |
$11.1K - $13.2K
|
7.76K
$547K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
181+ 1.49% |
$11K - $13.1K
|
12.3K
$871K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
180+ 22.5% |
$10.9K - $13K
|
980
$69.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
179+ 2.81% |
$10.9K - $12.9K
|
6.56K
$463K
|