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 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
44+ 1.05% |
$2.68K - $3.18K
|
4.24K
$299K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
44+ 0.54% |
$2.68K - $3.18K
|
8.2K
$579K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
44+ 0.2% |
$2.68K - $3.18K
|
21.9K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
44+ 0.04% |
$2.68K - $3.18K
|
123K
$8.69M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
43+ 3.92% |
$2.61K - $3.11K
|
1.14K
$80.5K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
42+ 0.3% |
$2.55K - $3.04K
|
14.1K
$992K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
42+ 0.22% |
$2.55K - $3.04K
|
19.5K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
41+ 1.15% |
$2.49K - $2.97K
|
3.6K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
40+ 0.4% |
$2.43K - $2.89K
|
10.1K
$714K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
39+ 38.24% |
$2.37K - $2.82K
|
141
$9.95K
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
39+ 0.11% |
$2.37K - $2.82K
|
34.4K
$2.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
38+ 0.08% |
$2.31K - $2.75K
|
47K
$3.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
36+ 0.36% |
$2.19K - $2.6K
|
9.93K
$701K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
36+ 0.25% |
$2.19K - $2.6K
|
14.6K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
35+ 0.51% |
$2.13K - $2.53K
|
6.85K
$484K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
35New |
$2.13K - $2.53K
|
35
$2.47K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
34+ 0.46% |
$2.07K - $2.46K
|
7.35K
$519K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
33+ 0.94% |
$2.01K - $2.39K
|
3.55K
$251K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
32+ 0.24% |
$1.95K - $2.31K
|
13.3K
$940K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
32+ 0.26% |
$1.95K - $2.31K
|
12.3K
$866K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
32+ 4.63% |
$1.95K - $2.31K
|
723
$51K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
31+ 0.32% |
$1.89K - $2.24K
|
9.7K
$685K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
31+ 0.32% |
$1.89K - $2.24K
|
9.73K
$687K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
30+ 0.59% |
$1.82K - $2.17K
|
5.14K
$363K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
30+ 2.48% |
$1.82K - $2.17K
|
1.24K
$87.5K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
30+ 0.71% |
$1.82K - $2.17K
|
4.26K
$301K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
29+ 6.68% |
$1.76K - $2.1K
|
463
$32.7K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
29+ 0.25% |
$1.76K - $2.1K
|
11.4K
$807K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
28+ 0.14% |
$1.7K - $2.02K
|
19.9K
$1.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
27+ 0.41% |
$1.64K - $1.95K
|
6.65K
$469K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
27+ 10.84% |
$1.64K - $1.95K
|
276
$19.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
25+ 0.19% |
$1.52K - $1.81K
|
13.2K
$935K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
25+ 24.51% |
$1.52K - $1.81K
|
127
$8.96K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
25+ 3.11% |
$1.52K - $1.81K
|
829
$58.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
24+ 0.3% |
$1.46K - $1.74K
|
8K
$565K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
23+ 0.24% |
$1.4K - $1.66K
|
9.43K
$666K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
23+ 2.02% |
$1.4K - $1.66K
|
1.16K
$82.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
22+ 0.56% |
$1.34K - $1.59K
|
3.93K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
22New |
$1.34K - $1.59K
|
22
$1.55K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
22+ 1.77% |
$1.34K - $1.59K
|
1.27K
$89.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
21+ 0.64% |
$1.28K - $1.52K
|
3.3K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
21+ 0.25% |
$1.28K - $1.52K
|
8.43K
$595K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
21New |
$1.28K - $1.52K
|
21
$1.48K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
21+ 0.15% |
$1.28K - $1.52K
|
14K
$985K
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
20+ 1.18% |
$1.22K - $1.45K
|
1.72K
$122K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
20+ 0.07% |
$1.22K - $1.45K
|
28.9K
$2.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
19+ 0.18% |
$1.16K - $1.37K
|
10.5K
$741K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
19+ 0.36% |
$1.16K - $1.37K
|
5.34K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
19+ 0.21% |
$1.16K - $1.37K
|
9.27K
$655K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
18+ 0.16% |
$1.09K - $1.3K
|
11.1K
$784K
|