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 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
934+ 1.78% |
$63.9K - $69K
|
53.3K
$3.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
934+ 10.55% |
$63.9K - $69K
|
9.79K
$692K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
932+ 3.86% |
$63.7K - $68.9K
|
25.1K
$1.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
927+ 22.73% |
$63.4K - $68.5K
|
5.01K
$354K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
925New |
$63.2K - $68.4K
|
925
$65.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
920+ 0.2% |
$62.9K - $68K
|
457K
$32.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
919+ 1.47% |
$62.8K - $67.9K
|
63.5K
$4.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
919+ 1.19% |
$62.8K - $67.9K
|
77.9K
$5.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
915+ 17.75% |
$62.6K - $67.6K
|
6.07K
$429K
|
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
905+ 3.73% |
$61.9K - $66.9K
|
25.2K
$1.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
904+ 24.75% |
$61.8K - $66.8K
|
4.56K
$322K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
903+ 3.32% |
$61.7K - $66.7K
|
28.1K
$1.99M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
900+ 16.38% |
$61.5K - $66.5K
|
6.4K
$452K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
899+ 548.17% |
$61.5K - $66.4K
|
1.06K
$75.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
893+ 16.01% |
$61.1K - $66K
|
6.47K
$458K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
893+ 73.92% |
$61.1K - $66K
|
2.1K
$149K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
890+ 1.13% |
$60.8K - $65.8K
|
79.8K
$5.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
887+ 45.75% |
$60.6K - $65.5K
|
2.83K
$200K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
886+ 31.18% |
$60.6K - $65.5K
|
3.73K
$264K
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
879+ 1.91% |
$60.1K - $65K
|
46.9K
$3.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
874+ 1.07% |
$59.8K - $64.6K
|
82.3K
$5.82M
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
869+ 2.06% |
$59.4K - $64.2K
|
43K
$3.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
864+ 1.97% |
$59.1K - $63.8K
|
44.8K
$3.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
860+ 3.53% |
$58.8K - $63.6K
|
25.2K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
853+ 5.71% |
$58.3K - $63K
|
15.8K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
849+ 0.63% |
$58K - $62.7K
|
135K
$9.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
848+ 1.83% |
$58K - $62.7K
|
47.2K
$3.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
848+ 6.46% |
$58K - $62.7K
|
14K
$988K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
844+ 7.4% |
$57.7K - $62.4K
|
12.3K
$866K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
843+ 5.99% |
$57.6K - $62.3K
|
14.9K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
841+ 1.23% |
$57.5K - $62.1K
|
69K
$4.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
839+ 8.08% |
$57.4K - $62K
|
11.2K
$794K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
838+ 15.57% |
$57.3K - $61.9K
|
6.22K
$440K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
836New |
$57.2K - $61.8K
|
836
$59.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
835+ 1.45% |
$57.1K - $61.7K
|
58.4K
$4.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
834+ 15.11% |
$57K - $61.6K
|
6.35K
$449K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
833+ 3.04% |
$57K - $61.6K
|
28.2K
$1.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
828+ 11.37% |
$56.6K - $61.2K
|
8.11K
$573K
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
822+ 2.23% |
$56.2K - $60.7K
|
37.7K
$2.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
806+ 18.52% |
$55.1K - $59.6K
|
5.16K
$365K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
800+ 6.21% |
$54.7K - $59.1K
|
13.7K
$967K
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
800+ 0.18% |
$54.7K - $59.1K
|
444K
$31.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
796+ 10.55% |
$54.4K - $58.8K
|
8.34K
$590K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
793+ 24.21% |
$54.2K - $58.6K
|
4.07K
$288K
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
793+ 2.81% |
$54.2K - $58.6K
|
29K
$2.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
785+ 9.22% |
$53.7K - $58K
|
9.3K
$657K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
784+ 184.47% |
$53.6K - $57.9K
|
1.21K
$85.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
783+ 7.53% |
$53.5K - $57.9K
|
11.2K
$790K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
778+ 1.37% |
$53.2K - $57.5K
|
57.7K
$4.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
774+ 6.97% |
$52.9K - $57.2K
|
11.9K
$840K
|