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 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
90+ 3.19% |
$6.15K - $6.65K
|
2.91K
$206K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
90+ 0.56% |
$6.15K - $6.65K
|
16.1K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
90+ 1.04% |
$6.15K - $6.65K
|
8.73K
$617K
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
89+ 0.41% |
$6.08K - $6.58K
|
21.9K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
88+ 0.09% |
$6.02K - $6.5K
|
100K
$7.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
83+ 0.5% |
$5.67K - $6.13K
|
16.6K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
82New |
$5.61K - $6.06K
|
82
$5.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
80+ 0.52% |
$5.47K - $5.91K
|
15.4K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
80+ 5.15% |
$5.47K - $5.91K
|
1.63K
$115K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
80+ 0.21% |
$5.47K - $5.91K
|
39.1K
$2.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
78+ 1.43% |
$5.33K - $5.76K
|
5.55K
$392K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
78+ 0.68% |
$5.33K - $5.76K
|
11.5K
$815K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
77+ 1.7% |
$5.26K - $5.69K
|
4.6K
$325K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
76+ 1.97% |
$5.2K - $5.62K
|
3.93K
$278K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
76+ 0.04% |
$5.2K - $5.62K
|
180K
$12.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
75+ 0.49% |
$5.13K - $5.54K
|
15.4K
$1.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
75New |
$5.13K - $5.54K
|
75
$5.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
75+ 1.95% |
$5.13K - $5.54K
|
3.92K
$277K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
74+ 1.09% |
$5.06K - $5.47K
|
6.86K
$485K
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
73+ 0.39% |
$4.99K - $5.39K
|
18.7K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
73+ 0.83% |
$4.99K - $5.39K
|
8.83K
$624K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
72+ 1.18% |
$4.92K - $5.32K
|
6.16K
$435K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
71+ 0.3% |
$4.85K - $5.25K
|
23.9K
$1.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
71+ 0.72% |
$4.85K - $5.25K
|
9.95K
$704K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
70+ 1.8% |
$4.79K - $5.17K
|
3.96K
$280K
|
|
|
Jul 24, 2025
Q2 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
70+ 0.42% |
$4.79K - $5.17K
|
16.9K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
69+ 0.19% |
$4.72K - $5.1K
|
36.5K
$2.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
69+ 1.84% |
$4.72K - $5.1K
|
3.81K
$269K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
69+ 0.56% |
$4.72K - $5.1K
|
12.3K
$869K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
68+ 0.64% |
$4.65K - $5.03K
|
10.6K
$752K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
68+ 1.56% |
$4.65K - $5.03K
|
4.42K
$312K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
67+ 0.5% |
$4.58K - $4.95K
|
13.6K
$960K
|
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
67+ 0.36% |
$4.58K - $4.95K
|
18.6K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
67+ 1.05% |
$4.58K - $4.95K
|
6.45K
$456K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
66+ 55.46% |
$4.51K - $4.88K
|
185
$13.1K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
64+ 0.8% |
$4.38K - $4.73K
|
8.07K
$571K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
64+ 1.08% |
$4.38K - $4.73K
|
6.01K
$425K
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
64+ 0.17% |
$4.38K - $4.73K
|
37.1K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
63+ 0.07% |
$4.31K - $4.66K
|
87K
$6.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
63+ 1.32% |
$4.31K - $4.66K
|
4.83K
$342K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
62+ 0.56% |
$4.24K - $4.58K
|
11K
$781K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
62+ 0.61% |
$4.24K - $4.58K
|
10.2K
$719K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
61+ 0.61% |
$4.17K - $4.51K
|
10.1K
$712K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
61+ 8.71% |
$4.17K - $4.51K
|
761
$53.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
61+ 1.79% |
$4.17K - $4.51K
|
3.47K
$245K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
60+ 0.27% |
$4.1K - $4.43K
|
22.1K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
60+ 0.41% |
$4.1K - $4.43K
|
14.7K
$1.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
60+ 0.92% |
$4.1K - $4.43K
|
6.57K
$465K
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
60+ 1.78% |
$4.1K - $4.43K
|
3.43K
$243K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
59+ 79.73% |
$4.03K - $4.36K
|
133
$9.4K
|