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 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
120+ 0.65% |
$7.3K - $8.68K
|
18.7K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
120+ 2.77% |
$7.3K - $8.68K
|
4.45K
$314K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
120+ 2.43% |
$7.3K - $8.68K
|
5.05K
$356K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
119+ 0.22% |
$7.24K - $8.61K
|
54.9K
$3.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
118+ 40.0% |
$7.18K - $8.53K
|
413
$29.2K
|
|
|
May 15, 2025
Q1 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
118+ 2.22% |
$7.18K - $8.53K
|
5.43K
$383K
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
117+ 0.65% |
$7.11K - $8.46K
|
18K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
114+ 3.35% |
$6.93K - $8.24K
|
3.52K
$248K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
114+ 0.64% |
$6.93K - $8.24K
|
18K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
113+ 2.83% |
$6.87K - $8.17K
|
4.11K
$290K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
112+ 0.69% |
$6.81K - $8.1K
|
16.3K
$1.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
108+ 3.05% |
$6.57K - $7.81K
|
3.65K
$258K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
107+ 0.88% |
$6.51K - $7.74K
|
12.3K
$870K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
107+ 0.13% |
$6.51K - $7.74K
|
80.2K
$5.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
104+ 2.65% |
$6.32K - $7.52K
|
4.03K
$284K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
104+ 0.46% |
$6.32K - $7.52K
|
22.8K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
104+ 2.02% |
$6.32K - $7.52K
|
5.25K
$371K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
103+ 0.36% |
$6.26K - $7.45K
|
28.9K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
103+ 7.65% |
$6.26K - $7.45K
|
1.45K
$102K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
101+ 1.16% |
$6.14K - $7.3K
|
8.81K
$622K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
101+ 28.86% |
$6.14K - $7.3K
|
451
$31.8K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
101+ 0.81% |
$6.14K - $7.3K
|
12.6K
$892K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
100+ 0.9% |
$6.08K - $7.23K
|
11.2K
$789K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
100+ 0.2% |
$6.08K - $7.23K
|
49.3K
$3.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100+ 3.89% |
$6.08K - $7.23K
|
2.67K
$188K
|
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
BUY
|
- |
100+ 2.18% |
$6.08K - $7.23K
|
4.68K
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
100+ 0.77% |
$6.08K - $7.23K
|
13.1K
$921K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
100+ 0.84% |
$6.08K - $7.23K
|
11.9K
$843K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
100+ 12.38% |
$6.08K - $7.23K
|
908
$64.1K
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
100+ 2.91% |
$6.08K - $7.23K
|
3.54K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
99+ 3.06% |
$6.02K - $7.16K
|
3.33K
$235K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
99+ 1.15% |
$6.02K - $7.16K
|
8.67K
$612K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
98+ 0.35% |
$5.96K - $7.09K
|
28.2K
$1.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
97+ 0.74% |
$5.9K - $7.02K
|
13.3K
$937K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
97+ 0.77% |
$5.9K - $7.02K
|
12.7K
$897K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
96+ 1.27% |
$5.84K - $6.94K
|
7.66K
$541K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
96+ 208.7% |
$5.84K - $6.94K
|
142
$10K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
96+ 1.87% |
$5.84K - $6.94K
|
5.22K
$369K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
96+ 10.06% |
$5.84K - $6.94K
|
1.05K
$74.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
95+ 3.19% |
$5.78K - $6.87K
|
3.07K
$217K
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
93+ 1.16% |
$5.66K - $6.73K
|
8.1K
$571K
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
92+ 1.94% |
$5.59K - $6.65K
|
4.84K
$342K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
91+ 0.73% |
$5.53K - $6.58K
|
12.5K
$882K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
90+ 0.67% |
$5.47K - $6.51K
|
13.6K
$959K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
90+ 0.74% |
$5.47K - $6.51K
|
12.3K
$867K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
89+ 0.8% |
$5.41K - $6.44K
|
11.2K
$788K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
89+ 1.81% |
$5.41K - $6.44K
|
5.01K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
89+ 0.53% |
$5.41K - $6.44K
|
16.9K
$1.19M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
89+ 33.46% |
$5.41K - $6.44K
|
355
$25.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
87+ 0.23% |
$5.29K - $6.29K
|
37.2K
$2.62M
|