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 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.69K- 0.69% |
$102K - $122K
|
243K
$17.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.69K- 0.17% |
$103K - $122K
|
965K
$68.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.7K- 31.18% |
$104K - $123K
|
3.76K
$265K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.71K- 7.13% |
$104K - $123K
|
22.2K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.72K- 71.94% |
$104K - $124K
|
669
$47.2K
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-1.73K- 2.1% |
$105K - $125K
|
80.6K
$5.69M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.73K- 1.51% |
$105K - $125K
|
113K
$7.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.76K- 24.13% |
$107K - $127K
|
5.52K
$390K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-1.76K- 8.15% |
$107K - $127K
|
19.8K
$1.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-1.76K- 3.32% |
$107K - $127K
|
51.3K
$3.62M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-1.78K- 9.48% |
$108K - $129K
|
17K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.79K- 0.66% |
$109K - $130K
|
268K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.81K- 2.92% |
$110K - $131K
|
60K
$4.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.81K- 24.85% |
$110K - $131K
|
5.47K
$386K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.81K- 4.87% |
$110K - $131K
|
35.4K
$2.5M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.81K- 11.81% |
$110K - $131K
|
13.5K
$956K
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.82K- 8.12% |
$110K - $131K
|
20.5K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.82K- 2.35% |
$111K - $132K
|
75.6K
$5.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.82K- 61.29% |
$111K - $132K
|
1.15K
$81.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.84K- 4.17% |
$112K - $133K
|
42.2K
$2.98M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.84K- 40.7% |
$112K - $133K
|
2.68K
$189K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.84K- 11.18% |
$112K - $133K
|
14.6K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.85K- 10.24% |
$112K - $133K
|
16.2K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-1.85K- 21.35% |
$112K - $134K
|
6.81K
$481K
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-1.88K- 32.52% |
$114K - $136K
|
3.89K
$275K
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-1.88K- 5.44% |
$115K - $136K
|
32.8K
$2.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.89K- 11.53% |
$115K - $137K
|
14.5K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.9K- 0.17% |
$116K - $137K
|
1.09M
$77M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.91K- 1.33% |
$116K - $138K
|
141K
$9.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.91K- 1.81% |
$116K - $138K
|
104K
$7.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.92K- 0.61% |
$117K - $139K
|
315K
$22.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-1.95K- 27.9% |
$119K - $141K
|
5.04K
$356K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.95K- 14.57% |
$119K - $141K
|
11.4K
$808K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.96K- 5.91% |
$119K - $141K
|
31.1K
$2.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.97K- 1.8% |
$120K - $142K
|
108K
$7.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-1.99K- 2.36% |
$121K - $144K
|
82.3K
$5.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2K- 5.74% |
$121K - $144K
|
32.8K
$2.32M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-2K- 9.84% |
$122K - $145K
|
18.3K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2K- 11.62% |
$122K - $145K
|
15.2K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-2K- 4.6% |
$122K - $145K
|
41.5K
$2.93M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2K- 2.07% |
$122K - $145K
|
94.4K
$6.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-2K- 2.8% |
$122K - $145K
|
69.4K
$4.9M
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2K- 13.76% |
$122K - $145K
|
12.5K
$885K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-2.01K- 8.56% |
$122K - $145K
|
21.5K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-2.01K- 24.79% |
$122K - $145K
|
6.1K
$430K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.05K- 7.1% |
$124K - $148K
|
26.8K
$1.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-2.06K- 58.37% |
$126K - $149K
|
1.47K
$104K
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-2.07K- 7.84% |
$126K - $150K
|
24.3K
$1.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-2.07K- 1.6% |
$126K - $150K
|
127K
$8.99M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-2.08K- 16.7% |
$126K - $150K
|
10.4K
$731K
|