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 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-50- 0.39% |
$3.04K - $3.62K
|
12.8K
$906K
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-50- 0.28% |
$3.04K - $3.62K
|
17.6K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-51- 0.83% |
$3.1K - $3.69K
|
6.12K
$432K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-52- 0.06% |
$3.16K - $3.76K
|
86.8K
$6.12M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-52- 9.92% |
$3.16K - $3.76K
|
472
$33.3K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-53- 0.29% |
$3.22K - $3.83K
|
18K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-53- 1.26% |
$3.22K - $3.83K
|
4.16K
$294K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-54- 1.14% |
$3.28K - $3.91K
|
4.67K
$330K
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-55- 1.41% |
$3.34K - $3.98K
|
3.84K
$271K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-56- 2.48% |
$3.41K - $4.05K
|
2.2K
$155K
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-57- 0.21% |
$3.47K - $4.12K
|
27.5K
$1.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-58- 1.66% |
$3.53K - $4.19K
|
3.44K
$243K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-58- 1.76% |
$3.53K - $4.19K
|
3.24K
$229K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-58- 0.15% |
$3.53K - $4.19K
|
39.7K
$2.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-59- 0.65% |
$3.59K - $4.27K
|
9.08K
$641K
|
|
|
Apr 17, 2025
Q1 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-59- 0.14% |
$3.59K - $4.27K
|
43K
$3.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-59- 0.66% |
$3.59K - $4.27K
|
8.87K
$626K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-59- 6.39% |
$3.59K - $4.27K
|
865
$61.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-60- 0.49% |
$3.65K - $4.34K
|
12.2K
$864K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-60- 0.97% |
$3.65K - $4.34K
|
6.11K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-60- 0.36% |
$3.65K - $4.34K
|
16.8K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-60- 0.95% |
$3.65K - $4.34K
|
6.27K
$443K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-61- 1.1% |
$3.71K - $4.41K
|
5.51K
$389K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-62- 10.78% |
$3.77K - $4.48K
|
513
$36.2K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-62- 1.04% |
$3.77K - $4.48K
|
5.88K
$415K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-63- 0.35% |
$3.83K - $4.56K
|
17.8K
$1.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-63- 0.07% |
$3.83K - $4.56K
|
87K
$6.14M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-64- 0.1% |
$3.89K - $4.63K
|
62.5K
$4.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-65- 0.06% |
$3.95K - $4.7K
|
107K
$7.58M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-66- 0.26% |
$4.01K - $4.77K
|
25.6K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-66- 0.34% |
$4.01K - $4.77K
|
19.3K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-67- 0.53% |
$4.07K - $4.85K
|
12.5K
$882K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-69- 1.09% |
$4.2K - $4.99K
|
6.27K
$443K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-69- 0.15% |
$4.2K - $4.99K
|
46.1K
$3.25M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-69- 1.35% |
$4.2K - $4.99K
|
5.04K
$356K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-70- 0.25% |
$4.26K - $5.06K
|
28.4K
$2.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-72- 0.71% |
$4.38K - $5.21K
|
10.1K
$711K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-73- 0.21% |
$4.44K - $5.28K
|
34.4K
$2.43M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-73- 0.64% |
$4.44K - $5.28K
|
11.4K
$802K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-73- 33.49% |
$4.44K - $5.28K
|
145
$10.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-75- 0.36% |
$4.56K - $5.42K
|
20.8K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-75- 1.42% |
$4.56K - $5.42K
|
5.22K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-75- 0.27% |
$4.56K - $5.42K
|
27.9K
$1.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-77- 1.23% |
$4.68K - $5.57K
|
6.18K
$436K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-78- 0.57% |
$4.74K - $5.64K
|
13.7K
$966K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-78- 2.17% |
$4.74K - $5.64K
|
3.51K
$248K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-80- 0.8% |
$4.86K - $5.79K
|
9.9K
$699K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-80- 2.28% |
$4.86K - $5.79K
|
3.43K
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-80- 1.45% |
$4.86K - $5.79K
|
5.43K
$383K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-84- 0.51% |
$5.11K - $6.07K
|
16.5K
$1.17M
|