Purchases and Sales Made in Q2 2025 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
4.52K+ 5.82% |
$309K - $334K
|
82.1K
$5.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
4.52KNew |
$309K - $334K
|
4.52K
$319K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
4.5K+ 4.28% |
$308K - $333K
|
110K
$7.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.5KNew |
$307K - $332K
|
4.5K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.5K+ 12.71% |
$307K - $332K
|
39.8K
$2.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.47K+ 2.27% |
$306K - $330K
|
202K
$14.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.47K+ 3.56% |
$306K - $330K
|
130K
$9.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
4.46K+ 2.94% |
$305K - $330K
|
156K
$11M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.45K+ 12.1% |
$304K - $328K
|
41.2K
$2.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.44K+ 86.73% |
$304K - $328K
|
9.57K
$676K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
4.42K+ 113.29% |
$302K - $327K
|
8.33K
$589K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4.42K+ 15.06% |
$302K - $327K
|
33.8K
$2.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.41K+ 1.26% |
$301K - $326K
|
354K
$25M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.38K+ 13.64% |
$299K - $324K
|
36.5K
$2.58M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
4.37K+ 5.49% |
$299K - $323K
|
83.8K
$5.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4.31KNew |
$294K - $318K
|
4.31K
$304K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.3K+ 7.48% |
$294K - $318K
|
61.8K
$4.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
4.3KNew |
$294K - $318K
|
4.3K
$304K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
4.29K+ 7.0% |
$293K - $317K
|
65.5K
$4.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.23K+ 139.61% |
$289K - $312K
|
7.25K
$513K
|
|
|
Jul 30, 2025
Q2 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
4.17K+ 2.4% |
$285K - $308K
|
178K
$12.6M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
4.17K+ 3.83% |
$285K - $308K
|
113K
$8M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.16KNew |
$284K - $307K
|
4.16K
$294K
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
4.14K+ 99.98% |
$283K - $306K
|
8.29K
$586K
|
|
|
Aug 14, 2025
Q2 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
4.14KNew |
$283K - $306K
|
4.14K
$293K
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
4.11K+ 3.31% |
$281K - $304K
|
128K
$9.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
4.1KNew |
$280K - $303K
|
4.1K
$290K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
4.09KNew |
$280K - $303K
|
4.09K
$289K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.08K+ 7.06% |
$279K - $302K
|
61.9K
$4.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
4.07K+ 23.06% |
$278K - $301K
|
21.7K
$1.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.05K+ 4.72% |
$277K - $299K
|
89.8K
$6.35M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4.02K+ 8.44% |
$275K - $297K
|
51.6K
$3.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Brooktree Capital Management
|
BUY
|
- |
4KNew |
$273K - $296K
|
4K
$283K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
3.97K+ 45.94% |
$272K - $294K
|
12.6K
$893K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.96KNew |
$270K - $292K
|
3.96K
$280K
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
3.95KNew |
$270K - $292K
|
3.95K
$279K
|
|
|
Aug 11, 2025
Q2 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
3.92K+ 8.77% |
$268K - $290K
|
48.6K
$3.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
3.9K+ 210.81% |
$267K - $288K
|
5.75K
$407K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.84K+ 74.95% |
$263K - $284K
|
8.97K
$634K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.81K+ 5.62% |
$261K - $282K
|
71.7K
$5.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.81K+ 10.67% |
$260K - $282K
|
39.5K
$2.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.77KNew |
$257K - $278K
|
3.77K
$266K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
3.76K+ 129.13% |
$257K - $278K
|
6.68K
$472K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.74K+ 24.52% |
$256K - $276K
|
19K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.72K+ 1.16% |
$254K - $275K
|
325K
$23M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
3.68K+ 11.74% |
$252K - $272K
|
35K
$2.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
3.64KNew |
$249K - $269K
|
3.64K
$258K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.63K+ 7.25% |
$248K - $268K
|
53.7K
$3.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Dld Asset Management, LP
New York, NY |
BUY
|
- |
3.62KNew |
$247K - $267K
|
3.62K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.6K+ 3.91% |
$246K - $266K
|
95.7K
$6.77M
|