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
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-2- 0.05% |
$122 - $145
|
4.31K
$304K
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-3- 0.03% |
$182 - $217
|
9.83K
$694K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3- 0.02% |
$182 - $217
|
19.8K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-3- 0.04% |
$182 - $217
|
8.02K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-3- 0.01% |
$182 - $217
|
34K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-4- 0.06% |
$243 - $289
|
7.18K
$507K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-4- -0.0% |
$243 - $289
|
85.6K
$6.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.06% |
$304 - $362
|
8.33K
$588K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-5- 0.07% |
$304 - $362
|
7.18K
$507K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-5- 0.1% |
$304 - $362
|
5.16K
$364K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-5- 0.03% |
$304 - $362
|
19.9K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-5- 0.02% |
$304 - $362
|
31.7K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-5- 0.05% |
$304 - $362
|
9.58K
$676K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-6- 0.04% |
$365 - $434
|
17.1K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-7- 0.18% |
$426 - $506
|
3.87K
$273K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-7- 0.02% |
$426 - $506
|
36K
$2.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-8- 1.59% |
$486 - $579
|
494
$34.9K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-8- 1.77% |
$486 - $579
|
443
$31.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-8- 0.15% |
$486 - $579
|
5.48K
$387K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-8- 1.27% |
$486 - $579
|
621
$43.8K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-8- 0.03% |
$486 - $579
|
30.4K
$2.15M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-8- 0.08% |
$486 - $579
|
10.2K
$721K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-10- 0.21% |
$608 - $723
|
4.7K
$332K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-10- 0.06% |
$608 - $723
|
17.6K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-10- 0.16% |
$608 - $723
|
6.29K
$444K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-10- 0.03% |
$608 - $723
|
33.1K
$2.34M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-11- 0.02% |
$669 - $796
|
53.4K
$3.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-12- 0.31% |
$730 - $868
|
3.85K
$272K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-12- 1.07% |
$730 - $868
|
1.11K
$78.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-13- 0.15% |
$791 - $940
|
8.78K
$620K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13- -0.0% |
$791 - $940
|
275K
$19.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-14- 0.41% |
$851 - $1.01K
|
3.42K
$241K
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-14- 0.3% |
$851 - $1.01K
|
4.66K
$329K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-15- 0.03% |
$912 - $1.08K
|
44.1K
$3.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-15- 1.3% |
$912 - $1.08K
|
1.14K
$80.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-16- 0.16% |
$973 - $1.16K
|
9.85K
$696K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-16- 0.36% |
$973 - $1.16K
|
4.42K
$312K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-16- 0.31% |
$973 - $1.16K
|
5.13K
$362K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-16- 0.14% |
$973 - $1.16K
|
11.8K
$831K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-17- 0.03% |
$1.03K - $1.23K
|
61.4K
$4.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-18- 0.24% |
$1.09K - $1.3K
|
7.5K
$529K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-18- 0.12% |
$1.09K - $1.3K
|
15.3K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-19- 0.16% |
$1.16K - $1.37K
|
11.5K
$815K
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-19- 0.47% |
$1.16K - $1.37K
|
4.02K
$284K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-20- 0.38% |
$1.22K - $1.45K
|
5.26K
$371K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-20- 0.42% |
$1.22K - $1.45K
|
4.75K
$335K
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-20- 0.14% |
$1.22K - $1.45K
|
14.8K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Ns Partners LTD
|
SELL
|
- |
-22- -0.0% |
$1.34K - $1.59K
|
469K
$33.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-23- 0.61% |
$1.4K - $1.66K
|
3.75K
$265K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-23- 0.61% |
$1.4K - $1.66K
|
3.77K
$266K
|