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 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
85+ 1.26% |
$5.17K - $6.15K
|
6.86K
$484K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
83+ 1.35% |
$5.05K - $6K
|
6.22K
$439K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
83+ 0.42% |
$5.05K - $6K
|
19.8K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
81+ 0.31% |
$4.93K - $5.86K
|
26.6K
$1.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
81+ 2.16% |
$4.93K - $5.86K
|
3.83K
$270K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
81+ 1.0% |
$4.93K - $5.86K
|
8.16K
$576K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
80+ 95.24% |
$4.86K - $5.79K
|
164
$11.6K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
80+ 95.24% |
$4.86K - $5.79K
|
164
$11.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
78+ 0.85% |
$4.74K - $5.64K
|
9.21K
$650K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
77+ 0.03% |
$4.68K - $5.57K
|
266K
$18.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
76New |
$4.62K - $5.5K
|
76
$5.36K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
76+ 0.39% |
$4.62K - $5.5K
|
19.6K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
76+ 1.32% |
$4.62K - $5.5K
|
5.81K
$410K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
75+ 0.31% |
$4.56K - $5.42K
|
24.2K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
75+ 18.66% |
$4.56K - $5.42K
|
477
$33.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
74+ 4.33% |
$4.5K - $5.35K
|
1.78K
$126K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
73+ 10.17% |
$4.44K - $5.28K
|
791
$55.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
72+ 1.3% |
$4.38K - $5.21K
|
5.63K
$397K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
71+ 1.3% |
$4.32K - $5.13K
|
5.53K
$390K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
70New |
$4.26K - $5.06K
|
70
$4.94K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
69+ 0.57% |
$4.2K - $4.99K
|
12.2K
$861K
|
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
68+ 0.13% |
$4.14K - $4.92K
|
50.8K
$3.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
67+ 1.31% |
$4.07K - $4.85K
|
5.19K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
67+ 0.56% |
$4.07K - $4.85K
|
12.1K
$855K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
65+ 7.28% |
$3.95K - $4.7K
|
958
$67.6K
|
|
|
May 05, 2025
Q1 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
65+ 0.37% |
$3.95K - $4.7K
|
17.8K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
63+ 0.57% |
$3.83K - $4.56K
|
11K
$778K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
61+ 0.3% |
$3.71K - $4.41K
|
20.5K
$1.45M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
61+ 1.75% |
$3.71K - $4.41K
|
3.55K
$250K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
58+ 0.33% |
$3.53K - $4.19K
|
17.7K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
58+ 0.44% |
$3.53K - $4.19K
|
13.2K
$930K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
57+ 1.34% |
$3.47K - $4.12K
|
4.3K
$304K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
56+ 3.01% |
$3.41K - $4.05K
|
1.91K
$135K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
56+ 1.5% |
$3.41K - $4.05K
|
3.8K
$268K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
55New |
$3.34K - $3.98K
|
55
$3.88K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
54+ 14.67% |
$3.28K - $3.91K
|
422
$29.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
54+ 0.41% |
$3.28K - $3.91K
|
13.1K
$922K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
54+ 0.31% |
$3.28K - $3.91K
|
17.5K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
54+ 13.99% |
$3.28K - $3.91K
|
440
$31.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
52+ 28.73% |
$3.16K - $3.76K
|
233
$16.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
51+ 1.24% |
$3.1K - $3.69K
|
4.18K
$295K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
51+ 0.1% |
$3.1K - $3.69K
|
50K
$3.53M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
51+ 0.2% |
$3.1K - $3.69K
|
25.3K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$3.04K - $3.62K
|
50
$3.53K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
49+ 1.1% |
$2.98K - $3.54K
|
4.49K
$317K
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
48+ 0.49% |
$2.92K - $3.47K
|
9.85K
$695K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
45+ 0.07% |
$2.74K - $3.25K
|
68.8K
$4.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
45+ 1.08% |
$2.74K - $3.25K
|
4.2K
$296K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
44+ 1.14% |
$2.68K - $3.18K
|
3.89K
$275K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
44+ 0.7% |
$2.68K - $3.18K
|
6.36K
$449K
|