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 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-277- 0.31% |
$18.9K - $20.5K
|
88K
$6.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-282- 0.55% |
$19.3K - $20.8K
|
51.3K
$3.63M
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-282- 5.37% |
$19.3K - $20.8K
|
4.97K
$351K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-284- 4.59% |
$19.4K - $21K
|
5.9K
$417K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-285- 0.69% |
$19.5K - $21.1K
|
41.2K
$2.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-285- 0.68% |
$19.5K - $21.1K
|
41.9K
$2.96M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-288- 1.01% |
$19.7K - $21.3K
|
28.2K
$1.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-288- 1.25% |
$19.7K - $21.3K
|
22.7K
$1.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-288- 0.42% |
$19.7K - $21.3K
|
68.8K
$4.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-289- 1.09% |
$19.8K - $21.4K
|
26.3K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-290- 6.66% |
$19.8K - $21.4K
|
4.06K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-290- 0.25% |
$19.8K - $21.4K
|
115K
$8.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-295- 2.57% |
$20.2K - $21.8K
|
11.2K
$792K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-297- 0.98% |
$20.3K - $21.9K
|
30.1K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-298- 2.57% |
$20.4K - $22K
|
11.3K
$798K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-300- 0.6% |
$20.5K - $22.2K
|
49.7K
$3.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-300- 9.22% |
$20.5K - $22.2K
|
2.95K
$209K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-300- 1.41% |
$20.5K - $22.2K
|
21.1K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-305- 0.88% |
$20.9K - $22.5K
|
34.4K
$2.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-307- 2.95% |
$21K - $22.7K
|
10.1K
$715K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-308- 13.34% |
$21.1K - $22.8K
|
2K
$141K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-311- 1.4% |
$21.3K - $23K
|
21.9K
$1.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-313- 1.85% |
$21.4K - $23.1K
|
16.6K
$1.17M
|
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-313- 0.34% |
$21.4K - $23.1K
|
91.9K
$6.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-318- 4.34% |
$21.7K - $23.5K
|
7.01K
$496K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-318- 5.11% |
$21.7K - $23.5K
|
5.9K
$417K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-323- 0.35% |
$22.1K - $23.9K
|
91.6K
$6.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-323- 92.29% |
$22.1K - $23.9K
|
27
$1.91K
|
|
|
Aug 01, 2025
Q2 2025
|
William Allan, LLC
|
SELL
|
- |
-325- 2.72% |
$22.2K - $24K
|
11.6K
$823K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-325- 11.21% |
$22.2K - $24K
|
2.58K
$182K
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-326- 3.77% |
$22.3K - $24.1K
|
8.32K
$589K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-328- 1.62% |
$22.4K - $24.2K
|
19.9K
$1.41M
|
|
|
Aug 05, 2025
Q2 2025
|
X Square Capital, LLC
|
SELL
|
- |
-329- 1.04% |
$22.5K - $24.3K
|
31.2K
$2.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-330- 1.59% |
$22.6K - $24.4K
|
20.5K
$1.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-330- 6.83% |
$22.6K - $24.4K
|
4.5K
$318K
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-330- 7.58% |
$22.6K - $24.4K
|
4.02K
$284K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-332- 30.71% |
$22.7K - $24.5K
|
749
$53K
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
SELL
|
- |
-332- 2.37% |
$22.7K - $24.5K
|
13.7K
$965K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-333- 1.63% |
$22.8K - $24.6K
|
20.1K
$1.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-334- 2.61% |
$22.8K - $24.7K
|
12.5K
$881K
|
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-335- 0.4% |
$22.9K - $24.8K
|
83.8K
$5.92M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-341- 2.48% |
$23.3K - $25.2K
|
13.4K
$946K
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-343- 1.66% |
$23.5K - $25.3K
|
20.3K
$1.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-345- 2.4% |
$23.6K - $25.5K
|
14.1K
$993K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-350- 0.42% |
$23.9K - $25.9K
|
83.8K
$5.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-350- 18.29% |
$23.9K - $25.9K
|
1.56K
$111K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-350- 1.55% |
$23.9K - $25.9K
|
22.3K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-353- 9.01% |
$24.1K - $26.1K
|
3.57K
$252K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-353- 3.83% |
$24.1K - $26.1K
|
8.88K
$628K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-354- 8.5% |
$24.2K - $26.2K
|
3.81K
$269K
|