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 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-13- 0.24% |
$889 - $961
|
5.49K
$388K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-13- 0.35% |
$889 - $961
|
3.75K
$265K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-14- 0.47% |
$957 - $1.03K
|
2.98K
$211K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-14- 0.08% |
$957 - $1.03K
|
17.4K
$1.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-14- 0.18% |
$957 - $1.03K
|
7.91K
$559K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-15- 0.47% |
$1.03K - $1.11K
|
3.14K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-15- 0.36% |
$1.03K - $1.11K
|
4.11K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-16- 0.48% |
$1.09K - $1.18K
|
3.29K
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-18- 0.19% |
$1.23K - $1.33K
|
9.5K
$671K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-18- 0.36% |
$1.23K - $1.33K
|
4.96K
$351K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-19- 0.13% |
$1.3K - $1.4K
|
14.6K
$1.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-19- 0.1% |
$1.3K - $1.4K
|
18.7K
$1.32M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-19- 0.04% |
$1.3K - $1.4K
|
42.6K
$3.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-19- 0.09% |
$1.3K - $1.4K
|
20.1K
$1.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-20- 0.48% |
$1.37K - $1.48K
|
4.19K
$296K
|
|
|
Aug 08, 2025
Q2 2025
|
Corbyn Investment Management Inc
|
SELL
|
- |
-20- 0.62% |
$1.37K - $1.48K
|
3.21K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-21- 0.66% |
$1.44K - $1.55K
|
3.14K
$222K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-21- 0.15% |
$1.44K - $1.55K
|
13.9K
$986K
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-23- 0.62% |
$1.57K - $1.7K
|
3.7K
$261K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-23- 0.64% |
$1.57K - $1.7K
|
3.58K
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-24- 0.63% |
$1.64K - $1.77K
|
3.76K
$266K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-25- 0.64% |
$1.71K - $1.85K
|
3.91K
$276K
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-25- 92.59% |
$1.71K - $1.85K
|
2
$141
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-25- 5.64% |
$1.71K - $1.85K
|
418
$29.6K
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-25- 0.09% |
$1.71K - $1.85K
|
27K
$1.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-26- 9.42% |
$1.78K - $1.92K
|
250
$17.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-27- 0.44% |
$1.85K - $2K
|
6.15K
$435K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-27- 0.63% |
$1.85K - $2K
|
4.24K
$300K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-27- 0.04% |
$1.85K - $2K
|
60.9K
$4.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-28- 0.72% |
$1.91K - $2.07K
|
3.85K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-29- 0.2% |
$1.98K - $2.14K
|
14.6K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-29- 0.26% |
$1.98K - $2.14K
|
11.1K
$787K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-29- 0.16% |
$1.98K - $2.14K
|
17.8K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-29- 0.81% |
$1.98K - $2.14K
|
3.54K
$250K
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-30- 0.25% |
$2.05K - $2.22K
|
11.7K
$830K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-30- 0.1% |
$2.05K - $2.22K
|
30.7K
$2.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-30- 0.42% |
$2.05K - $2.22K
|
7.09K
$502K
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-30- 0.48% |
$2.05K - $2.22K
|
6.21K
$439K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-31- 0.75% |
$2.12K - $2.29K
|
4.09K
$289K
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-31- 0.44% |
$2.12K - $2.29K
|
7.01K
$496K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-34- 0.14% |
$2.32K - $2.51K
|
24.1K
$1.7M
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-34- 0.52% |
$2.32K - $2.51K
|
6.52K
$461K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-34- 0.07% |
$2.32K - $2.51K
|
50.9K
$3.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-34- 3.22% |
$2.32K - $2.51K
|
1.02K
$72.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-35- 0.93% |
$2.39K - $2.59K
|
3.72K
$263K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-35- 0.59% |
$2.39K - $2.59K
|
5.86K
$414K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-35- 0.06% |
$2.39K - $2.59K
|
62.8K
$4.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-36- 0.71% |
$2.46K - $2.66K
|
5.02K
$355K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-38- 0.05% |
$2.6K - $2.81K
|
69.4K
$4.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-39- 0.19% |
$2.67K - $2.88K
|
20.2K
$1.43M
|