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
|
Advisory Services Network, LLC
|
BUY
|
- |
7.19K+ 5.33% |
$437K - $520K
|
142K
$10.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
7.19K+ 9.31% |
$437K - $520K
|
84.4K
$6.09M
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
7.18K+ 2.31% |
$436K - $519K
|
318K
$23M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
7.17K+ 169.59% |
$436K - $518K
|
11.4K
$821K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.16K+ 131.26% |
$435K - $518K
|
12.6K
$910K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
7.12K+ 82.69% |
$433K - $515K
|
15.7K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.11K+ 21.7% |
$433K - $514K
|
39.9K
$2.88M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
7.11K+ 10.7% |
$432K - $514K
|
73.6K
$5.31M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.08KNew |
$431K - $512K
|
7.08K
$511K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
7.03K+ 12.72% |
$427K - $508K
|
62.3K
$4.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
6.94K+ 186.71% |
$422K - $502K
|
10.7K
$768K
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
6.92KNew |
$421K - $500K
|
6.92K
$499K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
6.92K+ 15.9% |
$421K - $500K
|
50.4K
$3.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.91K+ 63.97% |
$420K - $500K
|
17.7K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.91K+ 15.71% |
$420K - $499K
|
50.9K
$3.67M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
6.85K+ 12.46% |
$417K - $496K
|
61.9K
$4.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.85K+ 7.17% |
$416K - $495K
|
102K
$7.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
6.81K+ 29595.65% |
$414K - $492K
|
6.83K
$492K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.78K+ 22.65% |
$413K - $491K
|
36.7K
$2.65M
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
6.71KNew |
$408K - $485K
|
6.71K
$484K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
6.66K+ 2.33% |
$405K - $482K
|
293K
$21.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
6.66K+ 1.45% |
$405K - $482K
|
465K
$33.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
6.6K+ 962.92% |
$401K - $477K
|
7.28K
$525K
|
|
|
May 15, 2025
Q1 2025
|
Sciencast Management LP
|
BUY
|
- |
6.58K+ 14.72% |
$400K - $476K
|
51.3K
$3.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
6.53K+ 9.22% |
$397K - $473K
|
77.4K
$5.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.4KNew |
$389K - $463K
|
6.4K
$462K
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
6.29K+ 3.75% |
$382K - $455K
|
174K
$12.5M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
6.28K+ 1.07% |
$382K - $454K
|
593K
$42.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
6.2K+ 48.97% |
$377K - $448K
|
18.9K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.14K+ 5.29% |
$374K - $444K
|
122K
$8.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6.14K+ 60.24% |
$373K - $444K
|
16.3K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
6.09K+ 1.06% |
$370K - $440K
|
580K
$41.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.07K+ 5.07% |
$369K - $439K
|
126K
$9.06M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.06KNew |
$368K - $438K
|
6.06K
$437K
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
6.05KNew |
$368K - $437K
|
6.05K
$436K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
6.05K+ 719.14% |
$368K - $437K
|
6.89K
$497K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
6.05KNew |
$368K - $437K
|
6.05K
$436K
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
6K+ 1.95% |
$365K - $434K
|
315K
$22.7M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
5.99K+ 55.22% |
$364K - $433K
|
16.8K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
5.98K+ 84.81% |
$363K - $432K
|
13K
$939K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
5.97K+ 8411.27% |
$363K - $432K
|
6.04K
$436K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.93K+ 91.7% |
$361K - $429K
|
12.4K
$894K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5.9K+ 5.41% |
$359K - $427K
|
115K
$8.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.89K+ 43.21% |
$358K - $426K
|
19.5K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.89K+ 4.28% |
$358K - $426K
|
143K
$10.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.89K+ 24.49% |
$358K - $426K
|
29.9K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.82K+ 4.16% |
$354K - $421K
|
146K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
5.81K+ 287.52% |
$353K - $420K
|
7.83K
$564K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
5.78K+ 5.81% |
$351K - $418K
|
105K
$7.58M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
5.77KNew |
$351K - $418K
|
5.77K
$416K
|