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 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
2.47K+ 11.54% |
$169K - $182K
|
23.8K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.46K+ 2.08% |
$168K - $181K
|
121K
$8.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
2.41K+ 9.66% |
$165K - $178K
|
27.4K
$1.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.41K+ 21.74% |
$165K - $178K
|
13.5K
$956K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
2.41K+ 1.87% |
$165K - $178K
|
131K
$9.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.38K+ 3.29% |
$163K - $176K
|
74.9K
$5.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.38K+ 0.93% |
$163K - $176K
|
259K
$18.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.34K+ 22.42% |
$160K - $173K
|
12.8K
$904K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.32K+ 21.47% |
$159K - $172K
|
13.1K
$929K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
2.31K+ 8.03% |
$158K - $171K
|
31.1K
$2.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.3K+ 0.36% |
$157K - $170K
|
642K
$45.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.29K+ 3.61% |
$157K - $170K
|
65.8K
$4.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
2.28K+ 1.52% |
$156K - $169K
|
153K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.28K+ 15.0% |
$156K - $168K
|
17.5K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
2.27KNew |
$155K - $168K
|
2.27K
$161K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.24K+ 1.49% |
$153K - $165K
|
152K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.2K+ 11.68% |
$150K - $163K
|
21K
$1.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
2.17K+ 17.32% |
$148K - $160K
|
14.7K
$1.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.17K+ 9.09% |
$148K - $160K
|
26K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.15K+ 2.02% |
$147K - $159K
|
109K
$7.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.15K+ 3.02% |
$147K - $159K
|
73.2K
$5.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.14K+ 15.13% |
$146K - $158K
|
16.3K
$1.15M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.14K+ 4.43% |
$146K - $158K
|
50.5K
$3.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.14K+ 8.96% |
$146K - $158K
|
26K
$1.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.14K+ 15.66% |
$146K - $158K
|
15.8K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
Singapore, |
BUY
|
- |
2.13KNew |
$146K - $157K
|
2.13K
$151K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.13K+ 0.9% |
$145K - $157K
|
240K
$16.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
2.12K+ 10.37% |
$145K - $157K
|
22.6K
$1.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
2.11K+ 17.06% |
$144K - $156K
|
14.5K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.11K+ 0.97% |
$144K - $156K
|
220K
$15.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
2.1K+ 6.73% |
$143K - $155K
|
33.2K
$2.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.09K+ 2.24% |
$143K - $155K
|
95.6K
$6.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.09K+ 2.17% |
$143K - $154K
|
98.3K
$6.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.07K+ 0.13% |
$141K - $153K
|
1.55M
$110M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.05K+ 8.6% |
$140K - $152K
|
25.9K
$1.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
2.05K+ 4.0% |
$140K - $151K
|
53.3K
$3.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
2.05K+ 2.47% |
$140K - $151K
|
84.9K
$6M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2.04K+ 5.06% |
$139K - $151K
|
42.3K
$2.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.03K+ 1.32% |
$139K - $150K
|
156K
$11M
|
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
2.02K+ 3.22% |
$138K - $149K
|
64.6K
$4.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
2K+ 0.6% |
$137K - $148K
|
335K
$23.7M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
2K+ 4.87% |
$136K - $147K
|
42.9K
$3.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.98K+ 33.91% |
$136K - $147K
|
7.84K
$554K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.98K+ 18.6% |
$136K - $146K
|
12.6K
$894K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
1.98K+ 68.39% |
$136K - $146K
|
4.88K
$345K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.98K+ 0.53% |
$135K - $146K
|
377K
$26.6M
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.97K+ 1.13% |
$135K - $145K
|
176K
$12.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.96K+ 2.69% |
$134K - $145K
|
75K
$5.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.96K+ 127.76% |
$134K - $145K
|
3.49K
$247K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.95K+ 0.48% |
$133K - $144K
|
407K
$28.8M
|