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 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
610+ 2.06% |
$41.7K - $45.1K
|
30.3K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
607+ 0.62% |
$41.5K - $44.9K
|
97.7K
$6.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
605+ 14.45% |
$41.4K - $44.7K
|
4.79K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
604+ 4.54% |
$41.3K - $44.6K
|
13.9K
$984K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
601+ 9.43% |
$41.1K - $44.4K
|
6.97K
$493K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
597+ 3.06% |
$40.8K - $44.1K
|
20.1K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
577+ 12.01% |
$39.4K - $42.6K
|
5.38K
$381K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
576+ 5.34% |
$39.4K - $42.6K
|
11.4K
$803K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
572+ 2.79% |
$39.1K - $42.3K
|
21.1K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
570+ 62.64% |
$39K - $42.1K
|
1.48K
$105K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
561+ 5.92% |
$38.4K - $41.5K
|
10K
$709K
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
561+ 2.01% |
$38.4K - $41.5K
|
28.4K
$2.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
558+ 34.34% |
$38.2K - $41.2K
|
2.18K
$154K
|
|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
553+ 3.23% |
$37.8K - $40.9K
|
17.7K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
552+ 3.15% |
$37.7K - $40.8K
|
18.1K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
550+ 10.75% |
$37.6K - $40.6K
|
5.66K
$401K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
545+ 3.06% |
$37.3K - $40.3K
|
18.4K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
544+ 10.24% |
$37.2K - $40.2K
|
5.86K
$414K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
541+ 5.85% |
$37K - $40K
|
9.79K
$692K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
BUY
|
- |
539+ 1.18% |
$36.9K - $39.8K
|
46.4K
$3.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
537+ 3.05% |
$36.7K - $39.7K
|
18.2K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
535+ 8.37% |
$36.6K - $39.5K
|
6.93K
$490K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
531+ 2.11% |
$36.3K - $39.2K
|
25.7K
$1.82M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
531+ 6.01% |
$36.3K - $39.2K
|
9.37K
$663K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
529+ 18.5% |
$36.2K - $39.1K
|
3.39K
$240K
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
524+ 0.37% |
$35.8K - $38.7K
|
144K
$10.2M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
520+ 4.01% |
$35.6K - $38.4K
|
13.5K
$954K
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
520+ 3.86% |
$35.6K - $38.4K
|
14K
$990K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
515+ 0.62% |
$35.2K - $38.1K
|
83.8K
$5.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
514+ 0.62% |
$35.1K - $38K
|
83K
$5.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
512+ 5.78% |
$35K - $37.8K
|
9.37K
$663K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
510+ 1.0% |
$34.9K - $37.7K
|
51.7K
$3.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
510+ 8.43% |
$34.9K - $37.7K
|
6.56K
$464K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
508+ 2.9% |
$34.7K - $37.5K
|
18K
$1.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
508+ 4.18% |
$34.7K - $37.5K
|
12.7K
$896K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
506+ 4.12% |
$34.6K - $37.4K
|
12.8K
$903K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
505+ 3.75% |
$34.5K - $37.3K
|
14K
$989K
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
505+ 3.59% |
$34.5K - $37.3K
|
14.6K
$1.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
500+ 13.88% |
$34.2K - $37K
|
4.1K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
500+ 8.45% |
$34.2K - $37K
|
6.42K
$454K
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
497+ 3.27% |
$34K - $36.7K
|
15.7K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
495+ 5.71% |
$33.8K - $36.6K
|
9.16K
$647K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
494+ 19.42% |
$33.8K - $36.5K
|
3.04K
$215K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
484+ 1.82% |
$33.1K - $35.8K
|
27.1K
$1.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
483New |
$33K - $35.7K
|
483
$34.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
482+ 4.26% |
$33K - $35.6K
|
11.8K
$834K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
480+ 4.47% |
$32.8K - $35.5K
|
11.2K
$793K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
479New |
$32.7K - $35.4K
|
479
$33.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
475+ 7.76% |
$32.5K - $35.1K
|
6.6K
$467K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
474+ 5.69% |
$32.4K - $35K
|
8.8K
$622K
|