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 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-850- 0.9% |
$58.1K - $62.8K
|
93.6K
$6.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-881- 0.57% |
$60.2K - $65.1K
|
155K
$10.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-881- 2.38% |
$60.2K - $65.1K
|
36.2K
$2.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-886- 0.86% |
$60.6K - $65.5K
|
102K
$7.19M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-886- 4.27% |
$60.6K - $65.5K
|
19.9K
$1.41M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-887- 5.78% |
$60.6K - $65.5K
|
14.5K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-900- 22.0% |
$61.5K - $66.5K
|
3.19K
$226K
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-903- 22.99% |
$61.7K - $66.7K
|
3.03K
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-905- 3.18% |
$61.9K - $66.9K
|
27.6K
$1.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-907- 9.01% |
$62K - $67K
|
9.16K
$648K
|
|
|
Aug 04, 2025
Q2 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-921- 6.75% |
$63K - $68.1K
|
12.7K
$900K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-926- 0.67% |
$63.3K - $68.4K
|
138K
$9.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-928- 0.36% |
$63.4K - $68.6K
|
258K
$18.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-929- 2.61% |
$63.5K - $68.7K
|
34.6K
$2.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
SELL
|
- |
-936- 0.6% |
$64K - $69.2K
|
156K
$11M
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-936- 1.51% |
$64K - $69.2K
|
61.2K
$4.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-938- 0.3% |
$64.1K - $69.3K
|
314K
$22.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-943- 4.94% |
$64.5K - $69.7K
|
18.2K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-949- 11.4% |
$64.9K - $70.1K
|
7.38K
$522K
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-952- 4.66% |
$65.1K - $70.4K
|
19.5K
$1.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-952- 2.07% |
$65.1K - $70.4K
|
45.1K
$3.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-952- 0.88% |
$65.1K - $70.4K
|
107K
$7.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Arlington Partners LLC
|
SELL
|
- |
-953- 1.54% |
$65.2K - $70.4K
|
60.9K
$4.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-963- 4.36% |
$65.8K - $71.2K
|
21.1K
$1.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-971- 13.3% |
$66.4K - $71.8K
|
6.33K
$448K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-972- 3.22% |
$66.5K - $71.8K
|
29.2K
$2.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-975- 21.04% |
$66.7K - $72.1K
|
3.66K
$259K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-979- 19.25% |
$66.9K - $72.3K
|
4.11K
$290K
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-983- 25.73% |
$67.2K - $72.6K
|
2.84K
$201K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-987- 0.77% |
$67.5K - $72.9K
|
126K
$8.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-993- 2.49% |
$67.9K - $73.4K
|
38.9K
$2.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-994- 8.15% |
$68K - $73.5K
|
11.2K
$792K
|
|
|
Aug 11, 2025
Q2 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-1K- 8.88% |
$68.4K - $73.9K
|
10.3K
$726K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1K- 6.19% |
$68.5K - $74K
|
15.2K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1K- 13.95% |
$68.6K - $74.1K
|
6.19K
$438K
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.01K- 2.37% |
$68.7K - $74.3K
|
41.5K
$2.93M
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-1.01K- 7.43% |
$68.8K - $74.4K
|
12.6K
$888K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.02K- 0.41% |
$69.4K - $75K
|
244K
$17.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.02K- 18.19% |
$69.7K - $75.4K
|
4.59K
$324K
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-1.04K- 19.83% |
$70.8K - $76.5K
|
4.18K
$296K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.04K- 0.58% |
$71K - $76.7K
|
177K
$12.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-1.04K- 1.49% |
$71.2K - $76.9K
|
68.9K
$4.87M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.05K- 1.48% |
$71.8K - $77.6K
|
70K
$4.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.06K- 22.64% |
$72.3K - $78.1K
|
3.61K
$255K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.06K- 16.85% |
$72.3K - $78.1K
|
5.22K
$369K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.06K- 3.85% |
$72.7K - $78.6K
|
26.5K
$1.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-1.07K- 15.03% |
$73.2K - $79.1K
|
6.06K
$428K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.07K- 5.55% |
$73.3K - $79.2K
|
18.2K
$1.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.07K- 2.18% |
$73.3K - $79.2K
|
48.1K
$3.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-1.08K- 11.31% |
$73.6K - $79.6K
|
8.45K
$597K
|