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
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
9.71K+ 22.1% |
$590K - $702K
|
53.6K
$3.79M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9.7K+ 4.71% |
$590K - $702K
|
216K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.61K+ 10.52% |
$584K - $695K
|
101K
$7.13M
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
BUY
|
- |
9.6KNew |
$584K - $694K
|
9.6K
$678K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.57K+ 2.67% |
$582K - $692K
|
368K
$26M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.54K+ 6.6% |
$580K - $690K
|
154K
$10.9M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
9.51K+ 13.81% |
$578K - $688K
|
78.4K
$5.53M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9.47K+ 35.47% |
$576K - $685K
|
36.2K
$2.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.46K+ 14.6% |
$575K - $684K
|
74.3K
$5.24M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.43K+ 17.27% |
$573K - $682K
|
64K
$4.52M
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
9.25K+ 4.74% |
$562K - $669K
|
204K
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.23KNew |
$561K - $667K
|
9.23K
$651K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
9.11K+ 10.51% |
$554K - $659K
|
95.8K
$6.76M
|
|
|
May 15, 2025
Q1 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
9KNew |
$547K - $651K
|
9K
$635K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
8.96K+ 224.43% |
$545K - $648K
|
12.9K
$914K
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
8.93KNew |
$543K - $646K
|
8.93K
$630K
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
8.91K+ 3.34% |
$542K - $644K
|
275K
$19.4M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
8.88KNew |
$540K - $642K
|
8.88K
$627K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.81K+ 7.68% |
$536K - $637K
|
123K
$8.72M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.77KNew |
$533K - $634K
|
8.77K
$619K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8.62K+ 30.74% |
$524K - $623K
|
36.7K
$2.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
8.57K+ 0.87% |
$521K - $620K
|
993K
$70.1M
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
8.55K+ 58.26% |
$520K - $618K
|
23.2K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
8.54KNew |
$519K - $618K
|
8.54K
$603K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.42K+ 0.94% |
$512K - $609K
|
903K
$63.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
8.28K+ 10.28% |
$504K - $599K
|
88.9K
$6.27M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.24K+ 20.63% |
$501K - $596K
|
48.2K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.2K+ 1.27% |
$499K - $593K
|
652K
$46M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8.2KNew |
$498K - $593K
|
8.2K
$578K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
8.19K+ 6.7% |
$498K - $592K
|
130K
$9.21M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.17K+ 4.47% |
$497K - $591K
|
191K
$13.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
8.11K+ 11.11% |
$493K - $586K
|
81.1K
$5.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
8.05K+ 7.46% |
$489K - $582K
|
116K
$8.18M
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
8.02K+ 0.88% |
$487K - $580K
|
919K
$64.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.99K+ 25.76% |
$486K - $578K
|
39K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
7.96K+ 4.09% |
$484K - $575K
|
202K
$14.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.93K+ 21.63% |
$482K - $574K
|
44.6K
$3.15M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7.88K+ 9.98% |
$479K - $570K
|
86.9K
$6.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
7.79K+ 30.41% |
$474K - $564K
|
33.4K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
7.68K+ 30.26% |
$467K - $555K
|
33.1K
$2.33M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7.52K+ 5.06% |
$457K - $544K
|
156K
$11M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7.51K+ 6.52% |
$457K - $543K
|
123K
$8.66M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
7.46K+ 147.01% |
$454K - $540K
|
12.5K
$885K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
7.46K+ 98.35% |
$454K - $539K
|
15K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
7.41K+ 182.38% |
$451K - $536K
|
11.5K
$810K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
7.36K+ 3.28% |
$448K - $532K
|
232K
$16.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
7.36K+ 34.89% |
$448K - $532K
|
28.5K
$2.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
7.29K+ 159.71% |
$443K - $527K
|
11.9K
$837K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.25K+ 18.4% |
$441K - $525K
|
46.7K
$3.29M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
7.23K+ 2.9% |
$440K - $523K
|
257K
$18.1M
|