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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
5.98KNew |
$409K - $442K
|
5.98K
$423K
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
5.98K+ 4.71% |
$409K - $442K
|
133K
$9.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.96K+ 91.23% |
$408K - $441K
|
12.5K
$884K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.85K+ 5.79% |
$400K - $432K
|
107K
$7.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.84K+ 4.78% |
$399K - $432K
|
128K
$9.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.83K+ 4.81% |
$399K - $431K
|
127K
$8.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.77K+ 121.44% |
$394K - $426K
|
10.5K
$743K
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.72K+ 20.03% |
$391K - $423K
|
34.3K
$2.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
5.7KNew |
$390K - $422K
|
5.7K
$403K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.69K+ 5.68% |
$389K - $421K
|
106K
$7.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
5.69K+ 17.14% |
$389K - $421K
|
38.9K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.67K+ 33.85% |
$388K - $419K
|
22.4K
$1.58M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
5.66K+ 5.83% |
$387K - $419K
|
103K
$7.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Sciencast Management LP
|
BUY
|
- |
5.63K+ 10.98% |
$385K - $416K
|
56.9K
$4.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
5.61K+ 110.69% |
$384K - $415K
|
10.7K
$755K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.59K+ 9.03% |
$382K - $413K
|
67.5K
$4.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
5.46K+ 13.56% |
$373K - $404K
|
45.7K
$3.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.41K+ 5.28% |
$370K - $400K
|
108K
$7.62M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.4K+ 0.33% |
$369K - $399K
|
1.64M
$116M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.34K+ 3.54% |
$365K - $395K
|
156K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.29K+ 10.46% |
$361K - $391K
|
55.8K
$3.95M
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
5.28KNew |
$361K - $390K
|
5.28K
$373K
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.26K+ 4.26% |
$359K - $389K
|
129K
$9.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
5.21K+ 0.71% |
$356K - $385K
|
739K
$52.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.18K+ 7.05% |
$354K - $383K
|
78.8K
$5.57M
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
5.13K+ 7.6% |
$351K - $379K
|
72.6K
$5.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
5.12K+ 64.64% |
$350K - $378K
|
13K
$921K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.02K+ 7.84% |
$343K - $371K
|
69.1K
$4.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.01K+ 12.8% |
$342K - $370K
|
44.1K
$3.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
4.92K+ 74.89% |
$336K - $364K
|
11.5K
$812K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.9K+ 13.6% |
$335K - $362K
|
40.9K
$2.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.88KNew |
$333K - $360K
|
4.88K
$345K
|
|
|
Aug 05, 2025
Q2 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
4.87KNew |
$333K - $360K
|
4.87K
$345K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.81K+ 103.37% |
$329K - $356K
|
9.47K
$670K
|
|
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
4.78K+ 24.16% |
$327K - $353K
|
24.6K
$1.74M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4.77K+ 42.72% |
$326K - $353K
|
15.9K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
4.76KNew |
$325K - $352K
|
4.76K
$337K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.76K+ 7.95% |
$325K - $352K
|
64.6K
$4.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.74K+ 31.22% |
$324K - $351K
|
19.9K
$1.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4.74K+ 73.1% |
$324K - $350K
|
11.2K
$794K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
4.72K+ 78.18% |
$323K - $349K
|
10.8K
$760K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.7K+ 12.71% |
$322K - $348K
|
41.7K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
4.67KNew |
$320K - $345K
|
4.67K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.66K+ 9.98% |
$318K - $344K
|
51.3K
$3.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
4.64K+ 1.55% |
$317K - $343K
|
304K
$21.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4.61KNew |
$315K - $341K
|
4.61K
$326K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
4.6K+ 5.11% |
$315K - $340K
|
94.7K
$6.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.57K+ 11.51% |
$312K - $338K
|
44.2K
$3.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.55K+ 61.43% |
$311K - $336K
|
12K
$845K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.53K+ 8.9% |
$309K - $334K
|
55.4K
$3.92M
|