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
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.37K- 1.75% |
$83.5K - $99.3K
|
77K
$5.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.37K- 0.76% |
$83.6K - $99.4K
|
180K
$12.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.38K- 2.93% |
$83.9K - $99.8K
|
45.7K
$3.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-1.39K- 16.37% |
$84.2K - $100K
|
7.08K
$500K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.4K- 7.69% |
$84.8K - $101K
|
16.8K
$1.18M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.4K- 9.24% |
$85K - $101K
|
13.7K
$969K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.4K- 8.35% |
$85.1K - $101K
|
15.4K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.4K- 0.53% |
$85.2K - $101K
|
265K
$18.7M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-1.4K- 0.18% |
$85.3K - $101K
|
783K
$55.2M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.41K- 16.05% |
$85.5K - $102K
|
7.35K
$519K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
SELL
|
- |
-1.42K- 1.82% |
$86.5K - $103K
|
76.9K
$5.43M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.42K- 9.95% |
$86.6K - $103K
|
12.9K
$909K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.45K- 9.78% |
$88.3K - $105K
|
13.4K
$946K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-1.45K- 33.55% |
$88.3K - $105K
|
2.88K
$203K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.46K- 33.22% |
$88.8K - $106K
|
2.94K
$207K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.47K- 10.2% |
$89.1K - $106K
|
12.9K
$910K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-1.47K- 33.53% |
$89.1K - $106K
|
2.91K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.49K- 49.24% |
$90.3K - $107K
|
1.53K
$108K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.49K- 11.93% |
$90.8K - $108K
|
11K
$778K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-1.49K- 6.85% |
$90.8K - $108K
|
20.3K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Bonness Enterprises Inc
|
SELL
|
- |
-1.5K- 5.07% |
$91.2K - $108K
|
28.1K
$1.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.5K- 15.23% |
$91.2K - $108K
|
8.35K
$590K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.5K- 7.94% |
$91.2K - $108K
|
17.4K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.5K- 1.37% |
$91.2K - $108K
|
108K
$7.63M
|
|
|
May 12, 2025
Q1 2025
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.5K- 21.43% |
$91.2K - $108K
|
5.5K
$388K
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-1.5K- 13.65% |
$91.3K - $109K
|
9.5K
$671K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.51K- 13.77% |
$91.6K - $109K
|
9.44K
$666K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 33.44% |
$91.7K - $109K
|
3K
$212K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.53K- 1.42% |
$92.9K - $110K
|
106K
$7.48M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.53K- 0.9% |
$93.1K - $111K
|
168K
$11.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.54K- 5.09% |
$93.3K - $111K
|
28.6K
$2.02M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.55K- 2.07% |
$94.1K - $112K
|
73.1K
$5.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.56K- 30.4% |
$94.6K - $113K
|
3.56K
$251K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-1.56K- 28.55% |
$94.9K - $113K
|
3.91K
$276K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-1.56K- 9.86% |
$94.9K - $113K
|
14.3K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1.56K- 3.3% |
$95.1K - $113K
|
45.8K
$3.23M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.57K- 7.18% |
$95.3K - $113K
|
20.3K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.59K- 1.39% |
$96.4K - $115K
|
113K
$7.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-1.6K- 0.56% |
$97.3K - $116K
|
286K
$20.2M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-1.6K- 12.6% |
$97.3K - $116K
|
11.1K
$784K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.6K- 2.66% |
$97.4K - $116K
|
58.5K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.62K- 10.32% |
$98.5K - $117K
|
14.1K
$994K
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.63K- 0.51% |
$99K - $118K
|
317K
$22.4M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.63K- 3.51% |
$99.1K - $118K
|
44.8K
$3.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-1.64K- 0.74% |
$99.7K - $119K
|
221K
$15.6M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.65K- 9.19% |
$100K - $119K
|
16.3K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.66K- 3.38% |
$101K - $120K
|
47.3K
$3.34M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.66K- 8.14% |
$101K - $120K
|
18.7K
$1.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-1.66K- 5.51% |
$101K - $120K
|
28.4K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-1.66K- 4.69% |
$101K - $120K
|
33.7K
$2.38M
|