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 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-724- 12.5% |
$44K - $52.4K
|
5.07K
$358K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-725- 1.22% |
$44.1K - $52.4K
|
58.6K
$4.14M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-733- 0.41% |
$44.6K - $53K
|
179K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-735- 6.6% |
$44.7K - $53.2K
|
10.4K
$734K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-739- 0.73% |
$44.9K - $53.4K
|
100K
$7.09M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-739- 10.12% |
$44.9K - $53.4K
|
6.56K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-740- 1.84% |
$45K - $53.5K
|
39.4K
$2.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-742- 1.68% |
$45.1K - $53.7K
|
43.4K
$3.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-745- 17.5% |
$45.3K - $53.9K
|
3.51K
$248K
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-750- 6.07% |
$45.6K - $54.2K
|
11.6K
$820K
|
|
|
May 15, 2025
Q1 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-750- 12.73% |
$45.6K - $54.2K
|
5.14K
$363K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-754- 4.22% |
$45.9K - $54.5K
|
17.1K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-754- 9.83% |
$45.9K - $54.5K
|
6.91K
$488K
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-756- 7.95% |
$46K - $54.7K
|
8.75K
$618K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-764- 0.17% |
$46.5K - $55.3K
|
456K
$32.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-765- 2.17% |
$46.5K - $55.3K
|
34.5K
$2.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-772- 4.84% |
$46.9K - $55.8K
|
15.2K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-774- 9.62% |
$47.1K - $56K
|
7.27K
$513K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-780- 14.4% |
$47.4K - $56.4K
|
4.64K
$327K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-783- 0.19% |
$47.6K - $56.6K
|
411K
$29M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-783- 6.97% |
$47.6K - $56.6K
|
10.5K
$738K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-786- 2.25% |
$47.8K - $56.8K
|
34.2K
$2.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-787- 17.16% |
$47.9K - $56.9K
|
3.8K
$268K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-790- 15.15% |
$48K - $57.1K
|
4.43K
$312K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-800- 7.96% |
$48.6K - $57.9K
|
9.25K
$653K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-800- 21.89% |
$48.6K - $57.9K
|
2.85K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-800- 3.51% |
$48.6K - $57.9K
|
22K
$1.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-805- 21.99% |
$49K - $58.2K
|
2.86K
$202K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-807- 13.96% |
$49.1K - $58.4K
|
4.97K
$351K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-808- 1.0% |
$49.1K - $58.4K
|
79.9K
$5.64M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-810- 16.5% |
$49.3K - $58.6K
|
4.1K
$289K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-817- 30.65% |
$49.7K - $59.1K
|
1.85K
$131K
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-817- 8.63% |
$49.7K - $59.1K
|
8.65K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-819- 17.25% |
$49.8K - $59.2K
|
3.93K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-823- 9.65% |
$50K - $59.5K
|
7.7K
$544K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-846- 0.87% |
$51.4K - $61.2K
|
96.9K
$6.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-848- 8.36% |
$51.6K - $61.3K
|
9.3K
$656K
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-851- 17.63% |
$51.7K - $61.5K
|
3.98K
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-853- 0.8% |
$51.9K - $61.7K
|
106K
$7.47M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-853- 5.27% |
$51.9K - $61.7K
|
15.3K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-856- 4.77% |
$52.1K - $61.9K
|
17.1K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-860- 6.46% |
$52.3K - $62.2K
|
12.5K
$880K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-865- 5.13% |
$52.6K - $62.6K
|
16K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-865- 1.02% |
$52.6K - $62.6K
|
84.1K
$5.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-877- 3.24% |
$53.3K - $63.4K
|
26.2K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-879- 21.3% |
$53.5K - $63.6K
|
3.25K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-885- 0.14% |
$53.8K - $64K
|
643K
$45.4M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-888- 2.43% |
$54K - $64.2K
|
35.7K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-902- 21.5% |
$54.9K - $65.2K
|
3.29K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-902- 6.42% |
$54.9K - $65.2K
|
13.2K
$928K
|