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 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.59KNew |
$246K - $266K
|
3.59K
$254K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.59K+ 21.18% |
$246K - $265K
|
20.5K
$1.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.58K+ 4.88% |
$245K - $265K
|
76.9K
$5.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.58K+ 11.46% |
$244K - $264K
|
34.8K
$2.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.54K+ 8.25% |
$242K - $262K
|
46.5K
$3.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
3.54KNew |
$242K - $262K
|
3.54K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
3.49KNew |
$239K - $258K
|
3.49K
$247K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.47KNew |
$237K - $256K
|
3.47K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
3.46KNew |
$237K - $256K
|
3.46K
$245K
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
3.44KNew |
$235K - $254K
|
3.44K
$243K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
3.43KNew |
$235K - $254K
|
3.43K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
3.43K+ 25.68% |
$234K - $253K
|
16.8K
$1.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.38KNew |
$231K - $250K
|
3.38K
$239K
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3.38K+ 3.93% |
$231K - $250K
|
89.3K
$6.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
3.37KNew |
$231K - $249K
|
3.37K
$239K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
3.34K+ 5.92% |
$229K - $247K
|
59.8K
$4.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.31K+ 19.09% |
$226K - $244K
|
20.6K
$1.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.3K+ 27.01% |
$226K - $244K
|
15.5K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
3.3K+ 26.95% |
$226K - $244K
|
15.5K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.29KNew |
$225K - $243K
|
3.29K
$233K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
3.29K+ 23.76% |
$225K - $243K
|
17.1K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.29K+ 2.91% |
$225K - $243K
|
116K
$8.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
3.28KNew |
$224K - $242K
|
3.28K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3.27K+ 93.19% |
$224K - $242K
|
6.79K
$480K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.26K+ 19.02% |
$223K - $241K
|
20.4K
$1.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.25K+ 5.58% |
$222K - $240K
|
61.5K
$4.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.23K+ 8.08% |
$220K - $238K
|
43.1K
$3.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.22KNew |
$220K - $238K
|
3.22K
$228K
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
3.22KNew |
$220K - $238K
|
3.22K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
3.2KNew |
$219K - $237K
|
3.2K
$227K
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
3.2K+ 14.26% |
$219K - $236K
|
25.6K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.18K+ 0.55% |
$217K - $235K
|
584K
$41.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.17K+ 52.33% |
$216K - $234K
|
9.21K
$651K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
3.15KNew |
$216K - $233K
|
3.15K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.15KNew |
$216K - $233K
|
3.15K
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.15K+ 6.7% |
$215K - $233K
|
50.2K
$3.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
3.15KNew |
$215K - $233K
|
3.15K
$223K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
3.12KNew |
$213K - $230K
|
3.12K
$220K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.11K+ 2.1% |
$213K - $230K
|
151K
$10.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
3.11K+ 19.3% |
$213K - $230K
|
19.2K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
3.1K+ 13.13% |
$212K - $229K
|
26.7K
$1.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.09KNew |
$211K - $228K
|
3.09K
$218K
|
|
|
Jul 21, 2025
Q2 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
3.09KNew |
$211K - $228K
|
3.09K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
3.08KNew |
$211K - $228K
|
3.08K
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.08K+ 4.77% |
$211K - $228K
|
67.6K
$4.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.08KNew |
$211K - $228K
|
3.08K
$218K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
3.08K+ 68.26% |
$210K - $227K
|
7.58K
$536K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.07K+ 6.62% |
$210K - $227K
|
49.4K
$3.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
3.06KNew |
$209K - $226K
|
3.06K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
3.04K+ 18.15% |
$208K - $225K
|
19.8K
$1.4M
|