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 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
24+ 0.51% |
$1.64K - $1.77K
|
4.77K
$337K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
24+ 0.17% |
$1.64K - $1.77K
|
14.1K
$994K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
22+ 0.63% |
$1.5K - $1.63K
|
3.52K
$249K
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
21+ 0.58% |
$1.44K - $1.55K
|
3.62K
$256K
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
18+ 0.58% |
$1.23K - $1.33K
|
3.12K
$220K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
16+ 0.15% |
$1.09K - $1.18K
|
10.5K
$744K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
16+ 0.28% |
$1.09K - $1.18K
|
5.66K
$399K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
15+ 0.12% |
$1.03K - $1.11K
|
12.5K
$883K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
14+ 0.01% |
$957 - $1.03K
|
108K
$7.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
14+ 0.69% |
$957 - $1.03K
|
2.04K
$144K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
13+ 0.37% |
$889 - $961
|
3.54K
$250K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
13+ 0.32% |
$889 - $961
|
4.02K
$284K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
13+ 0.42% |
$889 - $961
|
3.08K
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
13+ 0.35% |
$889 - $961
|
3.71K
$262K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
12+ 0.7% |
$820 - $887
|
1.73K
$122K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
7+ 0.05% |
$479 - $517
|
14.3K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
4+ 0.13% |
$273 - $296
|
3.16K
$223K
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
4+ 0.52% |
$273 - $296
|
773
$54.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3+ 0.06% |
$205 - $222
|
4.71K
$332K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.03% |
$68.4 - $73.9
|
3.63K
$256K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.21% |
$68.4 - $73.9
|
488
$34.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.01% |
$68.4 - $73.9
|
9.65K
$681K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.0% |
$68.4 - $73.9
|
331K
$23.3M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$68.4 - $73.9
|
5.24K
$370K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$68.4 - $73.9
|
3.06K
$216K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1+ 0.01% |
$68.4 - $73.9
|
7.35K
$519K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1+ 0.03% |
$68.4 - $73.9
|
3.77K
$266K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$68.4 - $73.9
|
4.01K
$283K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.02% |
$68.4 - $73.9
|
4.39K
$310K
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$68.4 - $73.9
|
3.21K
$226K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.75% |
$68.4 - $73.9
|
134
$9.46K
|
|
|
Jul 09, 2025
Q2 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-2- 0.02% |
$137 - $148
|
8.27K
$583K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-4- 0.02% |
$273 - $296
|
17.1K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-5- 0.1% |
$342 - $370
|
5.04K
$355K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-5- 0.03% |
$342 - $370
|
17.3K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-6- 2.58% |
$410 - $443
|
227
$16K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-7- 0.08% |
$479 - $517
|
8.69K
$613K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-8- 1.39% |
$547 - $591
|
569
$40.2K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-9- 0.04% |
$615 - $665
|
21.7K
$1.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-10- 0.13% |
$684 - $739
|
7.65K
$540K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-10- 0.25% |
$684 - $739
|
4.04K
$285K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-10- 0.66% |
$684 - $739
|
1.51K
$107K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-14- 0.47% |
$957 - $1.03K
|
2.98K
$211K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-15- 0.47% |
$1.03K - $1.11K
|
3.14K
$222K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-18- 0.19% |
$1.23K - $1.33K
|
9.5K
$670K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-19- 0.13% |
$1.3K - $1.4K
|
14.6K
$1.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-19- 0.1% |
$1.3K - $1.4K
|
18.7K
$1.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-20- 0.48% |
$1.37K - $1.48K
|
4.19K
$296K
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-23- 0.62% |
$1.57K - $1.7K
|
3.7K
$261K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-24- 0.63% |
$1.64K - $1.77K
|
3.76K
$265K
|