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 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
130+ 13.66% |
$8.89K - $9.61K
|
1.08K
$76.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
122+ 0.54% |
$8.34K - $9.02K
|
22.7K
$1.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
120+ 3.55% |
$8.2K - $8.87K
|
3.5K
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
117+ 0.13% |
$8K - $8.65K
|
87.7K
$6.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
116+ 1.24% |
$7.93K - $8.57K
|
9.46K
$668K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
114+ 0.48% |
$7.79K - $8.42K
|
23.9K
$1.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
113+ 2.34% |
$7.73K - $8.35K
|
4.95K
$349K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
110+ 1.12% |
$7.52K - $8.13K
|
9.94K
$701K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
109+ 2.25% |
$7.45K - $8.06K
|
4.96K
$350K
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
100+ 0.77% |
$6.84K - $7.39K
|
13.1K
$921K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
100New |
$6.84K - $7.39K
|
100
$7.06K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
100+ 5.77% |
$6.84K - $7.39K
|
1.83K
$129K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
100+ 3.89% |
$6.84K - $7.39K
|
2.67K
$188K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
98+ 0.29% |
$6.7K - $7.24K
|
33.5K
$2.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
98+ 1.3% |
$6.7K - $7.24K
|
7.66K
$541K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
95+ 0.21% |
$6.5K - $7.02K
|
45.1K
$3.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
90+ 8.7% |
$6.15K - $6.65K
|
1.13K
$79.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
88+ 0.09% |
$6.02K - $6.5K
|
100K
$7.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
80+ 0.52% |
$5.47K - $5.91K
|
15.4K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
78+ 1.43% |
$5.33K - $5.76K
|
5.55K
$392K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
71+ 0.3% |
$4.85K - $5.25K
|
23.9K
$1.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
70+ 1.8% |
$4.79K - $5.17K
|
3.96K
$280K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
68+ 0.64% |
$4.65K - $5.03K
|
10.6K
$751K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
67+ 0.5% |
$4.58K - $4.95K
|
13.6K
$958K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
64+ 0.8% |
$4.38K - $4.73K
|
8.07K
$570K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
62+ 0.56% |
$4.24K - $4.58K
|
11K
$779K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
60+ 0.27% |
$4.1K - $4.43K
|
22.1K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
57+ 1.77% |
$3.9K - $4.21K
|
3.27K
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
57+ 0.55% |
$3.9K - $4.21K
|
10.4K
$737K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
53+ 26.24% |
$3.62K - $3.92K
|
255
$18K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
49+ 0.14% |
$3.35K - $3.62K
|
34.4K
$2.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
48+ 1.11% |
$3.28K - $3.55K
|
4.36K
$307K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
47+ 0.87% |
$3.21K - $3.47K
|
5.45K
$385K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
47New |
$3.21K - $3.47K
|
47
$3.32K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
45+ 1.66% |
$3.08K - $3.33K
|
2.75K
$194K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
45+ 0.21% |
$3.08K - $3.33K
|
22K
$1.55M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
43+ 0.48% |
$2.94K - $3.18K
|
8.97K
$633K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
40+ 0.72% |
$2.73K - $2.96K
|
5.61K
$396K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
38+ 0.29% |
$2.6K - $2.81K
|
13.1K
$924K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
38+ 0.51% |
$2.6K - $2.81K
|
7.43K
$524K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
37+ 0.26% |
$2.53K - $2.73K
|
14.4K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
36+ 0.39% |
$2.46K - $2.66K
|
9.28K
$655K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
34+ 1.05% |
$2.32K - $2.51K
|
3.27K
$231K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
34+ 0.01% |
$2.32K - $2.51K
|
232K
$16.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
33+ 0.6% |
$2.26K - $2.44K
|
5.52K
$389K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
31+ 0.34% |
$2.12K - $2.29K
|
9.23K
$652K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
30+ 0.03% |
$2.05K - $2.22K
|
85.8K
$6.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
28+ 0.4% |
$1.91K - $2.07K
|
6.98K
$493K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
26+ 0.78% |
$1.78K - $1.92K
|
3.37K
$238K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
25+ 0.63% |
$1.71K - $1.85K
|
3.98K
$281K
|