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 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
22.4KNew |
$1.36M - $1.62M
|
22.4K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
22.4K+ 14.67% |
$1.36M - $1.62M
|
175K
$12.4M
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
21.5KNew |
$1.31M - $1.56M
|
21.5K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
21.5KNew |
$1.31M - $1.55M
|
21.5K
$1.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
21.5K+ 41.17% |
$1.31M - $1.55M
|
73.6K
$5.2M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
21.4KNew |
$1.3M - $1.54M
|
21.4K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
21.2KNew |
$1.29M - $1.53M
|
21.2K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
21.2K+ 26.6% |
$1.29M - $1.53M
|
101K
$7.12M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
21K+ 103.91% |
$1.27M - $1.52M
|
41.1K
$2.9M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
20.6K+ 10.1% |
$1.25M - $1.49M
|
224K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20.5K+ 8.1% |
$1.25M - $1.48M
|
274K
$19.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
20.4K+ 5.51% |
$1.24M - $1.47M
|
390K
$27.5M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
20.4K+ 10.43% |
$1.24M - $1.47M
|
216K
$15.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
19.9K+ 23.25% |
$1.21M - $1.44M
|
106K
$7.45M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
19.7KNew |
$1.2M - $1.43M
|
19.7K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
19.6K+ 1.63% |
$1.19M - $1.42M
|
1.23M
$86.7M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
19.3K+ 2.01% |
$1.17M - $1.4M
|
982K
$69.3M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
18.8KNew |
$1.14M - $1.36M
|
18.8K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.8K+ 2.59% |
$1.14M - $1.36M
|
745K
$52.6M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.6K+ 49.63% |
$1.13M - $1.34M
|
55.9K
$3.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
18.5KNew |
$1.12M - $1.34M
|
18.5K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
18.4KNew |
$1.12M - $1.33M
|
18.4K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18.1K+ 177.56% |
$1.1M - $1.31M
|
28.3K
$2M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
18K+ 147.48% |
$1.09M - $1.3M
|
30.2K
$2.13M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17.7K+ 6.49% |
$1.07M - $1.28M
|
290K
$20.4M
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
17.7KNew |
$1.07M - $1.28M
|
17.7K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
17.6K+ 90.78% |
$1.07M - $1.27M
|
37K
$2.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
17.5K+ 2.96% |
$1.07M - $1.27M
|
609K
$43M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
17.4K+ 318.34% |
$1.06M - $1.26M
|
22.8K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
17KNew |
$1.03M - $1.23M
|
17K
$1.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
16.9K+ 16.95% |
$1.03M - $1.22M
|
117K
$8.24M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
16.6K+ 96.24% |
$1.01M - $1.2M
|
33.9K
$2.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.5K+ 32.23% |
$1M - $1.2M
|
67.8K
$4.79M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
16.5K+ 9.17% |
$1M - $1.19M
|
196K
$13.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.5K+ 19.58% |
$1M - $1.19M
|
101K
$7.1M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
16.3K+ 323.62% |
$994K - $1.18M
|
21.4K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
16.3KNew |
$993K - $1.18M
|
16.3K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
16.3K+ 16.67% |
$991K - $1.18M
|
114K
$8.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
16.3K+ 11.18% |
$988K - $1.18M
|
162K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
16.2K+ 486.74% |
$987K - $1.17M
|
19.6K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
15.5K+ 53.65% |
$942K - $1.12M
|
44.4K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
15.5K+ 51.31% |
$942K - $1.12M
|
45.7K
$3.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
15K+ 56.8% |
$911K - $1.08M
|
41.4K
$2.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15K+ 37.46% |
$911K - $1.08M
|
55K
$3.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
14.9K+ 2.94% |
$903K - $1.07M
|
520K
$36.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
14.6K+ 1.85% |
$891K - $1.06M
|
805K
$56.8M
|
|
|
May 12, 2025
Q1 2025
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
14.3K+ 32.31% |
$868K - $1.03M
|
58.4K
$4.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
14.2K+ 2.54% |
$861K - $1.02M
|
571K
$40.3M
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
14.1KNew |
$854K - $1.02M
|
14.1K
$992K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
13.8KNew |
$838K - $996K
|
13.8K
$972K
|