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 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
774+ 1.02% |
$52.9K - $57.2K
|
76.3K
$5.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
771+ 5.81% |
$52.7K - $57K
|
14K
$992K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
771+ 2.27% |
$52.7K - $57K
|
34.7K
$2.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
747+ 14.56% |
$51.1K - $55.2K
|
5.88K
$416K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
743+ 2.18% |
$50.8K - $54.9K
|
34.8K
$2.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
743+ 19.71% |
$50.8K - $54.9K
|
4.51K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
741+ 7.15% |
$50.7K - $54.8K
|
11.1K
$785K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
734+ 3.78% |
$50.2K - $54.2K
|
20.2K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
734+ 25.54% |
$50.2K - $54.2K
|
3.61K
$255K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
733+ 0.48% |
$50.1K - $54.2K
|
155K
$10.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
727+ 6.34% |
$49.7K - $53.7K
|
12.2K
$863K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
725+ 13.0% |
$49.6K - $53.6K
|
6.3K
$446K
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
720+ 6.66% |
$49.2K - $53.2K
|
11.5K
$815K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
716+ 1.67% |
$49K - $52.9K
|
43.5K
$3.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
711+ 4.2% |
$48.6K - $52.5K
|
17.7K
$1.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
709+ 3.44% |
$48.5K - $52.4K
|
21.3K
$1.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
705+ 1.21% |
$48.2K - $52.1K
|
59.1K
$4.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
705+ 21.21% |
$48.2K - $52.1K
|
4.03K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
705+ 14.78% |
$48.2K - $52.1K
|
5.48K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
700+ 350.0% |
$47.9K - $51.7K
|
900
$63.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
699+ 23.15% |
$47.8K - $51.7K
|
3.72K
$263K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
695+ 1.98% |
$47.5K - $51.4K
|
35.8K
$2.53M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
686+ 23.24% |
$46.9K - $50.7K
|
3.64K
$257K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
684+ 2.63% |
$46.8K - $50.5K
|
26.7K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
683+ 8.13% |
$46.7K - $50.5K
|
9.08K
$642K
|
|
|
Aug 13, 2025
Q2 2025
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
680+ 2.03% |
$46.5K - $50.3K
|
34.2K
$2.42M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
678+ 7.82% |
$46.4K - $50.1K
|
9.35K
$661K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
673+ 9.79% |
$46K - $49.7K
|
7.55K
$534K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
671+ 671.0% |
$45.9K - $49.6K
|
771
$54.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
669+ 1.63% |
$45.7K - $49.4K
|
41.8K
$2.96M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
666+ 1.18% |
$45.5K - $49.2K
|
56.9K
$4.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
665+ 2.99% |
$45.5K - $49.1K
|
22.9K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
656+ 13.71% |
$44.9K - $48.5K
|
5.44K
$385K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
656+ 8.21% |
$44.9K - $48.5K
|
8.65K
$612K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
655+ 12.75% |
$44.8K - $48.4K
|
5.79K
$410K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
654+ 6.37% |
$44.7K - $48.3K
|
10.9K
$772K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
651+ 0.87% |
$44.5K - $48.1K
|
75.8K
$5.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
645+ 1.94% |
$44.1K - $47.7K
|
33.8K
$2.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
644+ 9.45% |
$44K - $47.6K
|
7.46K
$527K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
643New |
$44K - $47.5K
|
643
$45.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
643+ 9.02% |
$44K - $47.5K
|
7.77K
$550K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
639+ 1.91% |
$43.7K - $47.2K
|
34K
$2.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
636+ 3.95% |
$43.5K - $47K
|
16.7K
$1.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
634+ 8.62% |
$43.3K - $46.9K
|
7.99K
$565K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
634+ 3.04% |
$43.3K - $46.9K
|
21.5K
$1.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
627+ 3.82% |
$42.9K - $46.3K
|
17K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
626+ 0.71% |
$42.8K - $46.3K
|
89K
$6.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
623+ 3.34% |
$42.6K - $46K
|
19.3K
$1.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
613+ 1.06% |
$41.9K - $45.3K
|
58.3K
$4.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
611+ 15.46% |
$41.8K - $45.2K
|
4.56K
$323K
|