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 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
4.09KNew |
$280K - $303K
|
4.09K
$284K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.05K+ 4.72% |
$277K - $299K
|
89.8K
$6.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.74K+ 24.52% |
$256K - $276K
|
19K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.58K+ 11.46% |
$244K - $264K
|
34.8K
$2.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
3.46KNew |
$237K - $256K
|
3.46K
$240K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
3.34K+ 5.92% |
$229K - $247K
|
59.8K
$4.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.3K+ 27.01% |
$226K - $244K
|
15.5K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.29K+ 2.91% |
$225K - $243K
|
116K
$8.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
3.11K+ 19.3% |
$213K - $230K
|
19.2K
$1.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
3.1K+ 13.13% |
$212K - $229K
|
26.7K
$1.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
3.06KNew |
$209K - $226K
|
3.06K
$212K
|
|
|
Jul 14, 2025
Q2 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.92KNew |
$200K - $216K
|
2.92K
$203K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.9KNew |
$198K - $214K
|
2.9K
$201K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.87K+ 1.3% |
$196K - $212K
|
223K
$15.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.86K+ 190.33% |
$195K - $211K
|
4.36K
$303K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.85KNew |
$195K - $210K
|
2.85K
$198K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.65K+ 2.71% |
$181K - $196K
|
100K
$6.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.48K+ 14.02% |
$170K - $183K
|
20.2K
$1.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.38K+ 3.29% |
$163K - $176K
|
74.9K
$5.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.2K+ 11.68% |
$150K - $163K
|
21K
$1.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
2.1K+ 6.73% |
$143K - $155K
|
33.2K
$2.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.09K+ 2.24% |
$143K - $155K
|
95.6K
$6.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.98K+ 18.6% |
$136K - $146K
|
12.6K
$878K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.92K+ 3.91% |
$131K - $142K
|
50.9K
$3.54M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.67K+ 10.4% |
$114K - $123K
|
17.7K
$1.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
1.63K+ 7.88% |
$112K - $121K
|
22.3K
$1.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.59K+ 32.72% |
$109K - $118K
|
6.46K
$449K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.56K+ 26.69% |
$107K - $115K
|
7.41K
$514K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.54K+ 14.24% |
$105K - $114K
|
12.4K
$859K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.5K+ 40.27% |
$103K - $111K
|
5.23K
$363K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.47K+ 3.7% |
$100K - $109K
|
41.2K
$2.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.43K+ 14.9% |
$97.6K - $105K
|
11K
$764K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.39K+ 13.46% |
$95.1K - $103K
|
11.7K
$815K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.38K+ 11.17% |
$94.3K - $102K
|
13.7K
$953K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
1.32K+ 7.99% |
$89.9K - $97.2K
|
17.8K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 1.23% |
$88.4K - $95.6K
|
106K
$7.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.21K+ 12.27% |
$82.7K - $89.3K
|
11.1K
$768K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.18K+ 8.99% |
$80.3K - $86.8K
|
14.2K
$989K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.14K+ 24.35% |
$77.8K - $84.1K
|
5.81K
$404K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.14K+ 7.9% |
$77.7K - $84K
|
15.5K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.12K+ 26.72% |
$76.3K - $82.5K
|
5.29K
$368K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.03K+ 5.9% |
$70.6K - $76.3K
|
18.5K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
974+ 2.85% |
$66.6K - $72K
|
35.1K
$2.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
965+ 6.74% |
$66K - $71.3K
|
15.3K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
963+ 3.35% |
$65.8K - $71.2K
|
29.7K
$2.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
954+ 20.26% |
$65.2K - $70.5K
|
5.66K
$393K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
949+ 5.5% |
$64.9K - $70.1K
|
18.2K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
919+ 1.47% |
$62.8K - $67.9K
|
63.5K
$4.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
904+ 24.75% |
$61.8K - $66.8K
|
4.56K
$317K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
900+ 16.38% |
$61.5K - $66.5K
|
6.4K
$444K
|