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 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.49K+ 1.5% |
$102K - $110K
|
101K
$7.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
BUY
|
- |
1.49K+ 4.6% |
$102K - $110K
|
33.8K
$2.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.48K+ 1.47% |
$101K - $110K
|
102K
$7.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
1.48KNew |
$101K - $109K
|
1.48K
$104K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.47K+ 3.7% |
$100K - $109K
|
41.2K
$2.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.47K+ 5.86% |
$100K - $108K
|
26.5K
$1.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.47K+ 24.96% |
$100K - $108K
|
7.34K
$519K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
1.46K+ 45.17% |
$99.8K - $108K
|
4.69K
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.44K+ 8.82% |
$98.5K - $106K
|
17.8K
$1.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.43K+ 15.51% |
$97.6K - $106K
|
10.6K
$752K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.43K+ 14.9% |
$97.6K - $105K
|
11K
$778K
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
1.42K+ 66.67% |
$97.2K - $105K
|
3.56K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.42K+ 13.56% |
$96.7K - $105K
|
11.9K
$838K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.41K+ 3.8% |
$96.7K - $104K
|
38.6K
$2.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.41K+ 5.0% |
$96.4K - $104K
|
29.6K
$2.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
1.41K+ 0.12% |
$96.1K - $104K
|
1.14M
$80.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
BUY
|
- |
1.4K+ 10.41% |
$95.9K - $104K
|
14.9K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.4K+ 2.82% |
$95.8K - $104K
|
51K
$3.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.4K+ 8.49% |
$95.4K - $103K
|
17.8K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.4K+ 12.02% |
$95.4K - $103K
|
13K
$920K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.39K+ 12.8% |
$95.2K - $103K
|
12.3K
$867K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.39K+ 3.11% |
$95.2K - $103K
|
46.2K
$3.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.39K+ 13.46% |
$95.1K - $103K
|
11.7K
$829K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.39K+ 19.58% |
$94.8K - $102K
|
8.46K
$598K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.38K+ 29.87% |
$94.4K - $102K
|
6.01K
$425K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.38K+ 11.17% |
$94.3K - $102K
|
13.7K
$970K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.37K+ 1.18% |
$93.5K - $101K
|
117K
$8.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.36K+ 7.72% |
$93.1K - $101K
|
19K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.36K+ 32.22% |
$92.7K - $100K
|
5.56K
$393K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.35K+ 19.22% |
$92.3K - $99.8K
|
8.37K
$592K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.34K+ 5.07% |
$91.3K - $98.7K
|
27.7K
$1.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.34K+ 34.69% |
$91.3K - $98.7K
|
5.18K
$366K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
1.32K+ 7.99% |
$89.9K - $97.2K
|
17.8K
$1.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.31K+ 4.99% |
$89.2K - $96.4K
|
27.5K
$1.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 1.23% |
$88.4K - $95.6K
|
106K
$7.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.28K+ 11.28% |
$87.7K - $94.7K
|
12.7K
$894K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
1.28K+ 0.56% |
$87.2K - $94.2K
|
228K
$16.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.25K+ 2.76% |
$85.5K - $92.4K
|
46.6K
$3.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
1.25K+ 10.02% |
$85.4K - $92.3K
|
13.7K
$970K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.25K+ 21.58% |
$85.2K - $92.1K
|
7.02K
$496K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.25K+ 6.26% |
$85.2K - $92.1K
|
21.1K
$1.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.24K+ 2.65% |
$84.7K - $91.6K
|
48K
$3.39M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.23K+ 29.51% |
$84K - $90.8K
|
5.39K
$381K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.22K+ 5.28% |
$83.2K - $89.9K
|
24.3K
$1.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.21K+ 12.27% |
$82.7K - $89.3K
|
11.1K
$782K
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 267.85% |
$82.6K - $89.3K
|
1.66K
$117K
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 0.65% |
$82.1K - $88.8K
|
187K
$13.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1.2KNew |
$82K - $88.7K
|
1.2K
$84.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.2K+ 15.22% |
$81.8K - $88.5K
|
9.06K
$641K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.19K+ 7.06% |
$81.2K - $87.8K
|
18K
$1.27M
|