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 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.58% |
$479 - $517
|
1.22K
$85.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
7+ 0.05% |
$479 - $517
|
15.1K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.63% |
$410 - $443
|
953
$67.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6+ 0.01% |
$410 - $443
|
60.5K
$4.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
6+ 0.08% |
$410 - $443
|
7.87K
$556K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
6New |
$410 - $443
|
6
$424
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.88% |
$342 - $370
|
573
$40.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
5+ 0.04% |
$342 - $370
|
12.9K
$915K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.03% |
$342 - $370
|
16.9K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
4+ 0.13% |
$273 - $296
|
3.16K
$223K
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
4+ 0.52% |
$273 - $296
|
773
$54.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4+ 0.33% |
$273 - $296
|
1.21K
$85.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4+ 0.27% |
$273 - $296
|
1.48K
$105K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
4+ 0.14% |
$273 - $296
|
2.88K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.05% |
$273 - $296
|
7.87K
$557K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3+ 0.06% |
$205 - $222
|
4.71K
$333K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
3+ 0.04% |
$205 - $222
|
8.42K
$596K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.17% |
$205 - $222
|
1.82K
$128K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
3+ 0.01% |
$205 - $222
|
21.9K
$1.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
3+ 0.07% |
$205 - $222
|
4.11K
$290K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3+ 1.55% |
$205 - $222
|
196
$13.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3+ 0.08% |
$205 - $222
|
3.58K
$253K
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3+ 0.05% |
$205 - $222
|
5.5K
$389K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$137 - $148
|
3.94K
$278K
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2+ 0.04% |
$137 - $148
|
5.6K
$396K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2+ 0.06% |
$137 - $148
|
3.36K
$238K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$137 - $148
|
22.4K
$1.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2+ 0.03% |
$137 - $148
|
7.97K
$564K
|
|
|
Jul 30, 2025
Q2 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
2+ 0.09% |
$137 - $148
|
2.14K
$151K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.4% |
$137 - $148
|
496
$35.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.32% |
$137 - $148
|
623
$44.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.25% |
$137 - $148
|
793
$56.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$137 - $148
|
6.42K
$454K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.01% |
$137 - $148
|
13.6K
$965K
|
|
|
Aug 12, 2025
Q2 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
2+ 0.07% |
$137 - $148
|
2.89K
$204K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2+ 0.17% |
$137 - $148
|
1.17K
$82.9K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$68.4 - $73.9
|
5.24K
$370K
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$68.4 - $73.9
|
3.21K
$227K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.02% |
$68.4 - $73.9
|
4.39K
$311K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1+ 0.03% |
$68.4 - $73.9
|
3.77K
$266K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$68.4 - $73.9
|
3.06K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.01% |
$68.4 - $73.9
|
9.65K
$682K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1+ 0.01% |
$68.4 - $73.9
|
7.35K
$520K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.0% |
$68.4 - $73.9
|
331K
$23.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.75% |
$68.4 - $73.9
|
134
$9.48K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.03% |
$68.4 - $73.9
|
3.63K
$257K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.21% |
$68.4 - $73.9
|
488
$34.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$68.4 - $73.9
|
4.01K
$283K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1+ 0.01% |
$68.4 - $73.9
|
17K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$68.4 - $73.9
|
3.56K
$252K
|