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
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 1.0% |
$68.4 - $73.9
|
101
$7.14K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.11% |
$68.4 - $73.9
|
909
$64.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
1+ 0.55% |
$68.4 - $73.9
|
183
$12.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1+ 0.01% |
$68.4 - $73.9
|
10.4K
$733K
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.27% |
$68.4 - $73.9
|
376
$26.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1+ 0.01% |
$68.4 - $73.9
|
12.5K
$883K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1+ 0.02% |
$68.4 - $73.9
|
4.76K
$337K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.02% |
$68.4 - $73.9
|
4.81K
$340K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.01% |
$68.4 - $73.9
|
9.62K
$680K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.02% |
$68.4 - $73.9
|
5.41K
$382K
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$68.4 - $73.9
|
4.83K
$341K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1+ 0.03% |
$68.4 - $73.9
|
3.28K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Avenir Tech LTD
Hong Kong, K3 |
BUY
|
- |
1New |
$68.4 - $73.9
|
1
$70.7
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1+ 0.03% |
$68.4 - $73.9
|
3.57K
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1- 0.01% |
$68.4 - $73.9
|
16.1K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.36% |
$68.4 - $73.9
|
277
$19.6K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 0.21% |
$68.4 - $73.9
|
476
$33.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1- 0.02% |
$68.4 - $73.9
|
5.4K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-1- 0.03% |
$68.4 - $73.9
|
3.42K
$242K
|
|
|
Jul 09, 2025
Q2 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-2- 0.02% |
$137 - $148
|
8.27K
$584K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2- 1.41% |
$137 - $148
|
140
$9.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2- 0.07% |
$137 - $148
|
3.05K
$216K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-4- 0.02% |
$273 - $296
|
17.1K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-5- 0.1% |
$342 - $370
|
5.04K
$356K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-5- 0.03% |
$342 - $370
|
17.3K
$1.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-5- 0.16% |
$342 - $370
|
3.09K
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-6- 2.58% |
$410 - $443
|
227
$16.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-6- 0.13% |
$410 - $443
|
4.57K
$323K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-7- 0.08% |
$479 - $517
|
8.69K
$614K
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-7- 0.23% |
$479 - $517
|
3.01K
$213K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-7- 1.28% |
$479 - $517
|
540
$38.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-7- 0.19% |
$479 - $517
|
3.77K
$266K
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-7- 0.18% |
$479 - $517
|
3.92K
$277K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-8- 1.39% |
$547 - $591
|
569
$40.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-8- 0.05% |
$547 - $591
|
16.8K
$1.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-8- 1.0% |
$547 - $591
|
791
$55.9K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-9- 0.04% |
$615 - $665
|
21.7K
$1.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-9- 0.26% |
$615 - $665
|
3.5K
$248K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-9- 0.1% |
$615 - $665
|
8.79K
$622K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-10- 0.05% |
$684 - $739
|
18.8K
$1.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-10- 0.13% |
$684 - $739
|
7.65K
$541K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-10- 0.66% |
$684 - $739
|
1.51K
$107K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-10- 0.25% |
$684 - $739
|
4.04K
$285K
|
|
|
Aug 06, 2025
Q2 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-10- 0.26% |
$684 - $739
|
3.83K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-10- 0.11% |
$684 - $739
|
9.49K
$671K
|
|
|
Aug 07, 2025
Q2 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-11- 0.3% |
$752 - $813
|
3.66K
$259K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-11- 0.05% |
$752 - $813
|
21.1K
$1.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-12- 0.2% |
$820 - $887
|
6.03K
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-12- 0.16% |
$820 - $887
|
7.69K
$544K
|