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 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
59+ 0.57% |
$4.03K - $4.36K
|
10.5K
$741K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
59+ 4.95% |
$4.03K - $4.36K
|
1.25K
$88.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
57+ 1.77% |
$3.9K - $4.21K
|
3.27K
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
57+ 0.55% |
$3.9K - $4.21K
|
10.4K
$738K
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
55+ 3.37% |
$3.76K - $4.06K
|
1.69K
$119K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
55+ 0.45% |
$3.76K - $4.06K
|
12.3K
$872K
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
54+ 1.15% |
$3.69K - $3.99K
|
4.75K
$336K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
54+ 1.06% |
$3.69K - $3.99K
|
5.16K
$365K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
53+ 26.24% |
$3.62K - $3.92K
|
255
$18K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
53New |
$3.62K - $3.92K
|
53
$3.75K
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
53+ 0.24% |
$3.62K - $3.92K
|
22.1K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
53+ 1.17% |
$3.62K - $3.92K
|
4.6K
$325K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
52New |
$3.56K - $3.84K
|
52
$3.68K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
52+ 0.53% |
$3.56K - $3.84K
|
9.78K
$692K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
52+ 0.68% |
$3.56K - $3.84K
|
7.68K
$543K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
52+ 0.79% |
$3.56K - $3.84K
|
6.6K
$467K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
51+ 1.59% |
$3.49K - $3.77K
|
3.25K
$230K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
50+ 1.54% |
$3.42K - $3.7K
|
3.3K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
49+ 0.14% |
$3.35K - $3.62K
|
34.4K
$2.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
49+ 0.39% |
$3.35K - $3.62K
|
12.7K
$895K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
49+ 0.7% |
$3.35K - $3.62K
|
7.02K
$496K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
48+ 1.11% |
$3.28K - $3.55K
|
4.36K
$308K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
48+ 0.6% |
$3.28K - $3.55K
|
8.11K
$573K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
48+ 1.99% |
$3.28K - $3.55K
|
2.46K
$174K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
47+ 0.87% |
$3.21K - $3.47K
|
5.45K
$386K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
47New |
$3.21K - $3.47K
|
47
$3.32K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
47+ 0.12% |
$3.21K - $3.47K
|
39.3K
$2.78M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
47+ 276.47% |
$3.21K - $3.47K
|
64
$4.53K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
45+ 1.66% |
$3.08K - $3.33K
|
2.75K
$195K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
45+ 0.21% |
$3.08K - $3.33K
|
22K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
BUY
|
- |
45+ 0.04% |
$3.08K - $3.33K
|
104K
$7.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
45+ 0.39% |
$3.08K - $3.33K
|
11.5K
$811K
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
44+ 0.67% |
$3.01K - $3.25K
|
6.66K
$471K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
44+ 0.76% |
$3.01K - $3.25K
|
5.86K
$414K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
44+ 3.86% |
$3.01K - $3.25K
|
1.18K
$83.7K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
43+ 0.48% |
$2.94K - $3.18K
|
8.97K
$634K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
40+ 0.72% |
$2.73K - $2.96K
|
5.61K
$397K
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
40+ 0.07% |
$2.73K - $2.96K
|
57.9K
$4.09M
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
40+ 0.67% |
$2.73K - $2.96K
|
5.99K
$424K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
39+ 0.39% |
$2.67K - $2.88K
|
10.1K
$717K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
39+ 0.77% |
$2.67K - $2.88K
|
5.12K
$362K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
38+ 0.51% |
$2.6K - $2.81K
|
7.43K
$525K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
38+ 0.29% |
$2.6K - $2.81K
|
13.1K
$926K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
38+ 0.16% |
$2.6K - $2.81K
|
24.6K
$1.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
37+ 0.26% |
$2.53K - $2.73K
|
14.4K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
36+ 0.39% |
$2.46K - $2.66K
|
9.28K
$656K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
34+ 0.01% |
$2.32K - $2.51K
|
232K
$16.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
34+ 1.05% |
$2.32K - $2.51K
|
3.27K
$231K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
34+ 0.4% |
$2.32K - $2.51K
|
8.47K
$599K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
33+ 0.6% |
$2.26K - $2.44K
|
5.52K
$390K
|