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 12, 2025
Q2 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
126+ 1.33% |
$8.61K - $9.31K
|
9.6K
$679K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
125+ 0.97% |
$8.55K - $9.24K
|
13K
$918K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
125+ 2.02% |
$8.55K - $9.24K
|
6.32K
$447K
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
124+ 1.23% |
$8.48K - $9.16K
|
10.2K
$724K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
122+ 0.54% |
$8.34K - $9.02K
|
22.7K
$1.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
122+ 2.65% |
$8.34K - $9.02K
|
4.73K
$335K
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
120+ 3.55% |
$8.2K - $8.87K
|
3.5K
$248K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
120+ 3.11% |
$8.2K - $8.87K
|
3.98K
$281K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
117+ 0.13% |
$8K - $8.65K
|
87.7K
$6.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
117+ 0.99% |
$8K - $8.65K
|
11.9K
$844K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
117+ 2.17% |
$8K - $8.65K
|
5.52K
$390K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
116+ 1.24% |
$7.93K - $8.57K
|
9.46K
$669K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
116+ 0.99% |
$7.93K - $8.57K
|
11.8K
$834K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
115+ 1.48% |
$7.86K - $8.5K
|
7.87K
$557K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
115+ 1.03% |
$7.86K - $8.5K
|
11.2K
$795K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
114+ 0.48% |
$7.79K - $8.42K
|
23.9K
$1.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
113+ 2.34% |
$7.73K - $8.35K
|
4.95K
$350K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
113+ 1.64% |
$7.73K - $8.35K
|
7K
$495K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
113+ 0.06% |
$7.73K - $8.35K
|
179K
$12.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
113+ 3.44% |
$7.73K - $8.35K
|
3.4K
$240K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
110+ 1.12% |
$7.52K - $8.13K
|
9.94K
$703K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
110+ 1.16% |
$7.52K - $8.13K
|
9.63K
$681K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
109+ 2.25% |
$7.45K - $8.06K
|
4.96K
$351K
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
108+ 2.92% |
$7.38K - $7.98K
|
3.8K
$269K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
107+ 3.68% |
$7.32K - $7.91K
|
3.01K
$213K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
106+ 2.33% |
$7.25K - $7.83K
|
4.66K
$330K
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
105+ 3.67% |
$7.18K - $7.76K
|
2.96K
$210K
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
104+ 1.33% |
$7.11K - $7.69K
|
7.92K
$560K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
102+ 2.46% |
$6.97K - $7.54K
|
4.25K
$300K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
100New |
$6.84K - $7.39K
|
100
$7.07K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
100+ 3.89% |
$6.84K - $7.39K
|
2.67K
$189K
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
100+ 0.77% |
$6.84K - $7.39K
|
13.1K
$923K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
100+ 5.77% |
$6.84K - $7.39K
|
1.83K
$130K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
100+ 0.77% |
$6.84K - $7.39K
|
13.1K
$926K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
100+ 1.23% |
$6.84K - $7.39K
|
8.24K
$583K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
100+ 0.59% |
$6.84K - $7.39K
|
17.2K
$1.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100+ 0.44% |
$6.84K - $7.39K
|
22.8K
$1.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
100+ 1.93% |
$6.84K - $7.39K
|
5.29K
$374K
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
100+ 20.33% |
$6.84K - $7.39K
|
592
$41.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
99+ 1.95% |
$6.77K - $7.32K
|
5.17K
$365K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
98+ 0.29% |
$6.7K - $7.24K
|
33.5K
$2.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
98+ 1.3% |
$6.7K - $7.24K
|
7.66K
$541K
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
97+ 0.1% |
$6.63K - $7.17K
|
93K
$6.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
96+ 2.35% |
$6.56K - $7.09K
|
4.19K
$296K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
95+ 0.21% |
$6.5K - $7.02K
|
45.1K
$3.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
94+ 0.5% |
$6.43K - $6.95K
|
18.7K
$1.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
91+ 1.47% |
$6.22K - $6.72K
|
6.29K
$444K
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
91+ 0.45% |
$6.22K - $6.72K
|
20.5K
$1.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
91+ 20.27% |
$6.22K - $6.72K
|
540
$38.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
90+ 8.7% |
$6.15K - $6.65K
|
1.13K
$79.5K
|