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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.18K+ 29.38% |
$80.9K - $87.4K
|
5.21K
$368K
|
|
|
Aug 13, 2025
Q2 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
1.18K+ 2.33% |
$80.8K - $87.3K
|
52K
$3.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.18K+ 8.99% |
$80.3K - $86.8K
|
14.2K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.17K+ 9.98% |
$80.1K - $86.6K
|
12.9K
$913K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 21.13% |
$79.7K - $86.2K
|
6.68K
$473K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.17K+ 12.63% |
$79.7K - $86.2K
|
10.4K
$735K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
1.16K+ 1.16% |
$79K - $85.4K
|
100K
$7.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.15K+ 23.67% |
$78.8K - $85.2K
|
6.02K
$426K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.14K+ 24.35% |
$77.8K - $84.1K
|
5.81K
$411K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.14K+ 24.28% |
$77.8K - $84.1K
|
5.83K
$412K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.14K+ 7.9% |
$77.7K - $84K
|
15.5K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.14K+ 5.04% |
$77.7K - $84K
|
23.7K
$1.68M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.13K+ 20.82% |
$77.3K - $83.6K
|
6.56K
$464K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.12K+ 1.24% |
$76.4K - $82.5K
|
91.3K
$6.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.12K+ 26.72% |
$76.3K - $82.5K
|
5.29K
$374K
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
1.11K+ 14.0% |
$76K - $82.1K
|
9.05K
$640K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.1K+ 19.92% |
$75.3K - $81.4K
|
6.63K
$469K
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.1K+ 24.21% |
$74.9K - $80.9K
|
5.62K
$397K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
1.09K+ 3.31% |
$74.7K - $80.8K
|
34.1K
$2.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.09K+ 0.97% |
$74.3K - $80.3K
|
113K
$7.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.08K+ 31.67% |
$74.1K - $80.1K
|
4.51K
$319K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.08K+ 0.71% |
$73.8K - $79.7K
|
153K
$10.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
1.07K+ 12.37% |
$73K - $78.9K
|
9.69K
$685K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.05K+ 23.41% |
$71.9K - $77.7K
|
5.55K
$392K
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.05K+ 4.99% |
$71.7K - $77.5K
|
22.1K
$1.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.03K+ 5.9% |
$70.6K - $76.3K
|
18.5K
$1.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.03K+ 0.93% |
$70.1K - $75.7K
|
111K
$7.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
1.02K+ 14.25% |
$70K - $75.7K
|
8.21K
$580K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
1.02K+ 3.77% |
$69.9K - $75.5K
|
28.1K
$1.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 7.46% |
$69.8K - $75.5K
|
14.7K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.02K+ 14.74% |
$69.7K - $75.3K
|
7.93K
$561K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.02K+ 2.61% |
$69.6K - $75.2K
|
40K
$2.83M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1K+ 4.24% |
$68.6K - $74.2K
|
24.7K
$1.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
997+ 27.87% |
$68.2K - $73.7K
|
4.57K
$323K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
995+ 0.53% |
$68K - $73.5K
|
189K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
988+ 12.51% |
$67.5K - $73K
|
8.89K
$628K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
982+ 8.28% |
$67.1K - $72.6K
|
12.8K
$908K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
980+ 2.73% |
$67K - $72.4K
|
36.8K
$2.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
976+ 12.56% |
$66.7K - $72.1K
|
8.74K
$618K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
974+ 2.85% |
$66.6K - $72K
|
35.1K
$2.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
965+ 6.74% |
$66K - $71.3K
|
15.3K
$1.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
964+ 13.71% |
$65.9K - $71.2K
|
8K
$565K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
964+ 1.89% |
$65.9K - $71.2K
|
51.8K
$3.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
963+ 3.35% |
$65.8K - $71.2K
|
29.7K
$2.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
962+ 4.86% |
$65.8K - $71.1K
|
20.7K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
960+ 1.65% |
$65.6K - $70.9K
|
59K
$4.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
959+ 5.11% |
$65.6K - $70.9K
|
19.7K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
954+ 20.26% |
$65.2K - $70.5K
|
5.66K
$400K
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
950+ 1.25% |
$65K - $70.2K
|
77K
$5.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
949+ 5.5% |
$64.9K - $70.1K
|
18.2K
$1.29M
|