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 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
33+ 0.93% |
$2.26K - $2.44K
|
3.58K
$253K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
33+ 0.55% |
$2.26K - $2.44K
|
6.08K
$430K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
31+ 0.34% |
$2.12K - $2.29K
|
9.23K
$653K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
31+ 0.01% |
$2.12K - $2.29K
|
243K
$17.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
30+ 0.03% |
$2.05K - $2.22K
|
85.8K
$6.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
30+ 0.63% |
$2.05K - $2.22K
|
4.77K
$338K
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
30+ 0.68% |
$2.05K - $2.22K
|
4.44K
$314K
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
30+ 0.45% |
$2.05K - $2.22K
|
6.77K
$479K
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
30+ 0.24% |
$2.05K - $2.22K
|
12.6K
$893K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
30+ 0.37% |
$2.05K - $2.22K
|
8.23K
$582K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
29+ 0.32% |
$1.98K - $2.14K
|
9.14K
$647K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
29+ 0.98% |
$1.98K - $2.14K
|
2.99K
$211K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
29+ 4.71% |
$1.98K - $2.14K
|
645
$45.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
29+ 0.73% |
$1.98K - $2.14K
|
4K
$283K
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
28+ 0.4% |
$1.91K - $2.07K
|
6.98K
$494K
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
28+ 0.69% |
$1.91K - $2.07K
|
4.11K
$291K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
28+ 0.31% |
$1.91K - $2.07K
|
9.11K
$644K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
27+ 0.05% |
$1.85K - $2K
|
59.7K
$4.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
26+ 0.78% |
$1.78K - $1.92K
|
3.37K
$238K
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
26+ 0.7% |
$1.78K - $1.92K
|
3.76K
$266K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
26+ 0.7% |
$1.78K - $1.92K
|
3.72K
$263K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
25+ 0.63% |
$1.71K - $1.85K
|
3.98K
$281K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
25+ 0.62% |
$1.71K - $1.85K
|
4.05K
$286K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
25+ 0.27% |
$1.71K - $1.85K
|
9.46K
$669K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
25+ 0.73% |
$1.71K - $1.85K
|
3.47K
$246K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
24+ 0.17% |
$1.64K - $1.77K
|
14.1K
$996K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
24+ 0.51% |
$1.64K - $1.77K
|
4.77K
$337K
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
24+ 0.59% |
$1.64K - $1.77K
|
4.12K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
24+ 0.28% |
$1.64K - $1.77K
|
8.73K
$617K
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
23+ 0.53% |
$1.57K - $1.7K
|
4.35K
$308K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
23+ 0.51% |
$1.57K - $1.7K
|
4.5K
$318K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
22+ 0.63% |
$1.5K - $1.63K
|
3.52K
$249K
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
22+ 0.26% |
$1.5K - $1.63K
|
8.37K
$591K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
22+ 0.13% |
$1.5K - $1.63K
|
17.1K
$1.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
22+ 0.12% |
$1.5K - $1.63K
|
18.2K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
22+ 0.61% |
$1.5K - $1.63K
|
3.62K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
22New |
$1.5K - $1.63K
|
22
$1.56K
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
21+ 0.58% |
$1.44K - $1.55K
|
3.62K
$256K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
21+ 8.86% |
$1.44K - $1.55K
|
258
$18.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
21+ 31.34% |
$1.44K - $1.55K
|
88
$6.22K
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
21+ 0.34% |
$1.44K - $1.55K
|
6.17K
$436K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
20+ 0.67% |
$1.37K - $1.48K
|
2.99K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
20+ 2.63% |
$1.37K - $1.48K
|
780
$55.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
19+ 0.08% |
$1.3K - $1.4K
|
23.4K
$1.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
19+ 0.05% |
$1.3K - $1.4K
|
35.5K
$2.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
19+ 1.21% |
$1.3K - $1.4K
|
1.59K
$113K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
19+ 0.26% |
$1.3K - $1.4K
|
7.31K
$517K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
19+ 0.36% |
$1.3K - $1.4K
|
5.27K
$373K
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
18+ 0.58% |
$1.23K - $1.33K
|
3.12K
$220K
|
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
18+ 0.42% |
$1.23K - $1.33K
|
4.3K
$304K
|