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 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.31K- 7.01% |
$89.6K - $96.8K
|
17.4K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1.31K- 15.82% |
$89.6K - $96.9K
|
6.98K
$493K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.33K- 0.74% |
$90.6K - $97.9K
|
178K
$12.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.33K- 3.51% |
$91.1K - $98.4K
|
36.6K
$2.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.34K- 1.19% |
$91.9K - $99.3K
|
112K
$7.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-1.35KClosed |
$92.3K - $99.8K
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.35K- 1.3% |
$92.4K - $99.9K
|
102K
$7.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.35K- 14.04% |
$92.5K - $100K
|
8.29K
$586K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.36K- 6.35% |
$93.2K - $101K
|
20.1K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1.37K- 31.06% |
$93.4K - $101K
|
3.03K
$214K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.37K- 26.07% |
$93.7K - $101K
|
3.89K
$275K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-1.38K- 11.93% |
$94.2K - $102K
|
10.2K
$719K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-1.38K- 32.08% |
$94.3K - $102K
|
2.92K
$206K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.38K- 6.23% |
$94.6K - $102K
|
20.8K
$1.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-1.39K- 1.35% |
$94.8K - $102K
|
101K
$7.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.39K- 0.98% |
$95.1K - $103K
|
141K
$9.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 3.55% |
$95.7K - $103K
|
38.1K
$2.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.42K- 22.07% |
$96.9K - $105K
|
5.01K
$354K
|
|
|
Aug 13, 2025
Q2 2025
|
Ycg, LLC
|
SELL
|
- |
-1.42K- 1.7% |
$96.9K - $105K
|
81.9K
$5.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 11.41% |
$97.5K - $105K
|
11.1K
$783K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.43K- 1.81% |
$97.8K - $106K
|
77.5K
$5.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.43K- 5.65% |
$97.9K - $106K
|
23.9K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.43K- 0.66% |
$97.9K - $106K
|
214K
$15.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.45K- 2.69% |
$98.8K - $107K
|
52.3K
$3.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-1.45K- 15.58% |
$99K - $107K
|
7.85K
$555K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.45K- 2.02% |
$99.1K - $107K
|
70.2K
$4.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.47K- 1.34% |
$100K - $108K
|
108K
$7.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-1.47K- 1.24% |
$101K - $109K
|
117K
$8.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.48K- 4.09% |
$101K - $109K
|
34.6K
$2.44M
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-1.48K- 2.07% |
$101K - $109K
|
69.9K
$4.94M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-1.49K- 8.11% |
$102K - $110K
|
16.9K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.5K- 8.32% |
$102K - $110K
|
16.5K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.5K- 1.2% |
$103K - $111K
|
124K
$8.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
SELL
|
- |
-1.5K- 1.04% |
$103K - $111K
|
143K
$10.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.5K- 3.37% |
$103K - $111K
|
43.1K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-1.55KClosed |
$106K - $114K
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.55K- 5.8% |
$106K - $115K
|
25.2K
$1.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.55K- 36.59% |
$106K - $115K
|
2.69K
$190K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.56K- 2.78% |
$106K - $115K
|
54.3K
$3.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.56K- 17.08% |
$106K - $115K
|
7.55K
$534K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.56K- 2.93% |
$107K - $115K
|
51.7K
$3.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.57K- 2.45% |
$108K - $116K
|
62.7K
$4.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.58K- 1.6% |
$108K - $116K
|
96.6K
$6.83M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.6K- 9.39% |
$109K - $118K
|
15.4K
$1.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-1.6K- 8.78% |
$109K - $118K
|
16.6K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.6K- 4.13% |
$109K - $118K
|
37.1K
$2.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.62K- 24.3% |
$111K - $120K
|
5.04K
$357K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.63K- 5.76% |
$111K - $120K
|
26.6K
$1.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.66K- 7.39% |
$113K - $122K
|
20.8K
$1.47M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.67K- 7.48% |
$114K - $123K
|
20.6K
$1.46M
|