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 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
17+ 0.56% |
$1.16K - $1.26K
|
3.05K
$216K
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
17+ 0.22% |
$1.16K - $1.26K
|
7.62K
$538K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
17+ 0.53% |
$1.16K - $1.26K
|
3.21K
$227K
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
17+ 0.6% |
$1.16K - $1.26K
|
2.87K
$203K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
16+ 0.15% |
$1.09K - $1.18K
|
10.5K
$745K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
16+ 0.28% |
$1.09K - $1.18K
|
5.66K
$400K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
16+ 0.56% |
$1.09K - $1.18K
|
2.87K
$203K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
15+ 0.12% |
$1.03K - $1.11K
|
12.5K
$885K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
15+ 0.19% |
$1.03K - $1.11K
|
7.91K
$559K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15+ 1.52% |
$1.03K - $1.11K
|
1K
$70.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
15+ 0.13% |
$1.03K - $1.11K
|
11.4K
$808K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
14+ 0.01% |
$957 - $1.03K
|
108K
$7.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
14+ 0.69% |
$957 - $1.03K
|
2.04K
$144K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
14+ 0.17% |
$957 - $1.03K
|
8.34K
$590K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
14+ 0.05% |
$957 - $1.03K
|
28.9K
$2.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
13+ 0.32% |
$889 - $961
|
4.02K
$285K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
13+ 0.37% |
$889 - $961
|
3.54K
$250K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
13+ 0.42% |
$889 - $961
|
3.08K
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
13+ 0.35% |
$889 - $961
|
3.71K
$263K
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
BUY
|
- |
13+ 0.22% |
$889 - $961
|
5.85K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
12+ 0.12% |
$820 - $887
|
9.71K
$687K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
12+ 0.7% |
$820 - $887
|
1.73K
$123K
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
12+ 0.36% |
$820 - $887
|
3.35K
$237K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11+ 0.36% |
$752 - $813
|
3.1K
$219K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
11+ 0.34% |
$752 - $813
|
3.26K
$230K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
11+ 0.19% |
$752 - $813
|
5.87K
$415K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
11+ 12.36% |
$752 - $813
|
100
$7.07K
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
10+ 0.19% |
$684 - $739
|
5.2K
$367K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
10+ 0.01% |
$684 - $739
|
79.9K
$5.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
10+ 0.23% |
$684 - $739
|
4.31K
$305K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
10+ 0.31% |
$684 - $739
|
3.21K
$227K
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
10+ 0.69% |
$684 - $739
|
1.45K
$102K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10+ 0.04% |
$684 - $739
|
25.6K
$1.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
9+ 0.11% |
$615 - $665
|
8.12K
$574K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
9+ 0.22% |
$615 - $665
|
4.07K
$288K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
9+ 0.05% |
$615 - $665
|
16.6K
$1.17M
|
|
|
Aug 01, 2025
Q2 2025
|
Tevis Investment Management
|
BUY
|
- |
9+ 0.03% |
$615 - $665
|
26.1K
$1.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
9+ 0.03% |
$615 - $665
|
29.7K
$2.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
9+ 0.05% |
$615 - $665
|
18.8K
$1.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
8+ 0.22% |
$547 - $591
|
3.63K
$257K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
8+ 0.15% |
$547 - $591
|
5.33K
$377K
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
8+ 0.23% |
$547 - $591
|
3.45K
$244K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 0.07% |
$547 - $591
|
11.4K
$805K
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
8+ 0.1% |
$547 - $591
|
8.1K
$573K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
8+ 0.16% |
$547 - $591
|
5.05K
$357K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 2.29% |
$547 - $591
|
357
$25.2K
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
8+ 0.08% |
$547 - $591
|
10.4K
$736K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
8+ 0.23% |
$547 - $591
|
3.54K
$250K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
7+ 0.05% |
$479 - $517
|
14.3K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
7+ 0.8% |
$479 - $517
|
878
$62.1K
|