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 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
8.61K+ 168.68% |
$589K - $636K
|
13.7K
$970K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
BUY
|
- |
8.48KNew |
$579K - $626K
|
8.48K
$599K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8.4K+ 4.47% |
$574K - $621K
|
196K
$13.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
8.3K+ 2.92% |
$567K - $613K
|
292K
$20.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
8.27K+ 116.23% |
$565K - $611K
|
15.4K
$1.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.02K+ 6.47% |
$549K - $593K
|
132K
$9.33M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
7.9K+ 9.49% |
$540K - $584K
|
91.2K
$6.45M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.86KNew |
$538K - $581K
|
7.86K
$556K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.84K+ 7.11% |
$536K - $579K
|
118K
$8.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
7.81K+ 9.97% |
$534K - $577K
|
86.2K
$6.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
7.79K+ 5.06% |
$533K - $576K
|
162K
$11.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.68KNew |
$525K - $567K
|
7.68K
$543K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7.63K+ 6.85% |
$522K - $564K
|
119K
$8.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
7.6KNew |
$520K - $562K
|
7.6K
$537K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
7.51K+ 118.73% |
$514K - $555K
|
13.8K
$978K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
7.47K+ 4.12% |
$511K - $552K
|
189K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
7.45KNew |
$509K - $550K
|
7.45K
$527K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7.34K+ 34.86% |
$502K - $542K
|
28.4K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.27K+ 6.37% |
$497K - $537K
|
121K
$8.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7.13K+ 25.42% |
$488K - $527K
|
35.2K
$2.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.13K+ 7.31% |
$487K - $527K
|
105K
$7.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.09K+ 43.6% |
$485K - $524K
|
23.4K
$1.65M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7.09K+ 40.99% |
$485K - $524K
|
24.4K
$1.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.88KNew |
$471K - $509K
|
6.88K
$487K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.84KNew |
$467K - $505K
|
6.84K
$483K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.8K+ 2.8% |
$465K - $502K
|
250K
$17.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
6.8K+ 29.8% |
$465K - $502K
|
29.6K
$2.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.7K+ 54.33% |
$458K - $495K
|
19K
$1.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
6.69K+ 123.32% |
$457K - $494K
|
12.1K
$857K
|
|
|
Aug 13, 2025
Q2 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
6.67K+ 2.1% |
$456K - $493K
|
325K
$23M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
6.67K+ 19.63% |
$456K - $493K
|
40.6K
$2.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.65K+ 702.75% |
$455K - $491K
|
7.59K
$537K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
6.61K+ 2.15% |
$452K - $489K
|
315K
$22.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
6.57K+ 57.72% |
$449K - $486K
|
18K
$1.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
6.53KNew |
$447K - $483K
|
6.53K
$462K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
6.53KNew |
$447K - $483K
|
6.53K
$462K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6.52KNew |
$446K - $482K
|
6.52K
$461K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
6.49K+ 35.08% |
$444K - $479K
|
25K
$1.77M
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
6.49K+ 8.82% |
$444K - $479K
|
80.1K
$5.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
6.41K+ 1.65% |
$438K - $474K
|
394K
$27.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
6.38KNew |
$436K - $471K
|
6.38K
$451K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
6.24K+ 47.09% |
$427K - $461K
|
19.5K
$1.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
6.21K+ 1.05% |
$425K - $459K
|
600K
$42.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.2KNew |
$424K - $458K
|
6.2K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.18K+ 73.29% |
$422K - $457K
|
14.6K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.17K+ 4.13% |
$422K - $456K
|
156K
$11M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
6.13K+ 30.18% |
$419K - $453K
|
26.4K
$1.87M
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
6.09K+ 199.9% |
$416K - $450K
|
9.13K
$646K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
6.07K+ 23.81% |
$415K - $449K
|
31.6K
$2.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6.06K+ 24.74% |
$414K - $448K
|
30.5K
$2.16M
|