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
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
170+ 0.23% |
$11.6K - $12.6K
|
73.8K
$5.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
169+ 6.04% |
$11.6K - $12.5K
|
2.97K
$210K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
168+ 1.42% |
$11.5K - $12.4K
|
12K
$849K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
168+ 0.63% |
$11.5K - $12.4K
|
26.7K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
167+ 2.45% |
$11.4K - $12.3K
|
6.99K
$494K
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
165+ 0.61% |
$11.3K - $12.2K
|
27.3K
$1.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
165+ 1.54% |
$11.3K - $12.2K
|
10.9K
$767K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
165New |
$11.3K - $12.2K
|
165
$11.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
164+ 1.55% |
$11.2K - $12.1K
|
10.8K
$761K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
163+ 2.2% |
$11.1K - $12K
|
7.57K
$535K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
163+ 33.4% |
$11.1K - $12K
|
651
$46K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
161+ 2.79% |
$11K - $11.9K
|
5.94K
$420K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
160+ 1.61% |
$10.9K - $11.8K
|
10.1K
$712K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
160+ 2.29% |
$10.9K - $11.8K
|
7.14K
$505K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
159+ 0.7% |
$10.9K - $11.8K
|
22.9K
$1.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
159+ 0.77% |
$10.9K - $11.8K
|
20.8K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
158+ 1.13% |
$10.8K - $11.7K
|
14.2K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
157+ 0.75% |
$10.7K - $11.6K
|
21.2K
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
157+ 0.37% |
$10.7K - $11.6K
|
42.5K
$3M
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
156+ 1.67% |
$10.7K - $11.5K
|
9.52K
$673K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
155+ 1.38% |
$10.6K - $11.5K
|
11.4K
$804K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
155+ 6.04% |
$10.6K - $11.5K
|
2.72K
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
154New |
$10.5K - $11.4K
|
154
$10.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
150+ 6.33% |
$10.3K - $11.1K
|
2.52K
$178K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
150+ 3.2% |
$10.3K - $11.1K
|
4.84K
$342K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
150+ 0.5% |
$10.3K - $11.1K
|
30.4K
$2.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
149+ 2.25% |
$10.2K - $11K
|
6.77K
$479K
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
149+ 1.93% |
$10.2K - $11K
|
7.87K
$556K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
144+ 411.43% |
$9.85K - $10.6K
|
179
$12.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
144+ 1.86% |
$9.85K - $10.6K
|
7.88K
$557K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
142+ 2.76% |
$9.71K - $10.5K
|
5.29K
$374K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
142+ 4.08% |
$9.71K - $10.5K
|
3.62K
$256K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
141+ 1.52% |
$9.64K - $10.4K
|
9.42K
$666K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
140+ 0.85% |
$9.57K - $10.3K
|
16.7K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
138+ 0.49% |
$9.44K - $10.2K
|
28.6K
$2.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
137+ 1.97% |
$9.37K - $10.1K
|
7.1K
$502K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
136+ 1.0% |
$9.3K - $10.1K
|
13.7K
$968K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
136+ 8.27% |
$9.3K - $10.1K
|
1.78K
$126K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
134+ 3.61% |
$9.16K - $9.9K
|
3.84K
$272K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
134+ 3.07% |
$9.16K - $9.9K
|
4.5K
$318K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
131+ 4.47% |
$8.96K - $9.68K
|
3.06K
$216K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
131+ 0.45% |
$8.96K - $9.68K
|
29.1K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
131+ 0.73% |
$8.96K - $9.68K
|
18.1K
$1.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
130+ 13.66% |
$8.89K - $9.61K
|
1.08K
$76.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
130+ 3.53% |
$8.89K - $9.61K
|
3.82K
$270K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
130+ 2.34% |
$8.89K - $9.61K
|
5.7K
$403K
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
130+ 0.34% |
$8.89K - $9.61K
|
38.5K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
130+ 0.25% |
$8.89K - $9.61K
|
52.2K
$3.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
129+ 3.86% |
$8.82K - $9.53K
|
3.48K
$246K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
128+ 0.6% |
$8.75K - $9.46K
|
21.4K
$1.52M
|