Purchases and Sales Made in Q2 2023 in Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO) during Q2 2023. 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 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
2.21K+ 6.45% |
$132K - $142K
|
36.5K
$2.29M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.21KNew |
$132K - $142K
|
2.21K
$139K
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.21K+ 3.59% |
$132K - $142K
|
63.7K
$4M
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.2K+ 7.49% |
$131K - $141K
|
31.6K
$1.98M
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.2K+ 0.48% |
$131K - $141K
|
461K
$29M
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.16K+ 4.93% |
$129K - $139K
|
46.1K
$2.89M
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.16K+ 26.35% |
$129K - $139K
|
10.4K
$651K
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
2.13KNew |
$127K - $137K
|
2.13K
$134K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.11K+ 2.93% |
$126K - $136K
|
74.2K
$4.66M
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.11KNew |
$126K - $136K
|
2.11K
$133K
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.1K+ 13.99% |
$125K - $135K
|
17.1K
$1.07M
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.1K+ 0.86% |
$125K - $135K
|
245K
$15.4M
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.09K+ 2.5% |
$125K - $135K
|
85.7K
$5.39M
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
2.08K+ 5.06% |
$124K - $134K
|
43.2K
$2.72M
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.06K+ 4.06% |
$123K - $133K
|
52.9K
$3.32M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.06K+ 3.43% |
$123K - $133K
|
62.2K
$3.91M
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
2.04K+ 8.73% |
$122K - $131K
|
25.5K
$1.6M
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.02K+ 12.53% |
$121K - $130K
|
18.1K
$1.14M
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
2.01K+ 0.77% |
$120K - $129K
|
265K
$16.6M
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2K+ 52.07% |
$119K - $129K
|
5.85K
$367K
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2K+ 10.97% |
$119K - $129K
|
20.2K
$1.27M
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2K+ 27.64% |
$119K - $129K
|
9.24K
$580K
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.99K+ 4.33% |
$118K - $128K
|
47.9K
$3.01M
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.98K+ 2.56% |
$118K - $127K
|
79.4K
$4.99M
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.97K+ 9.46% |
$118K - $127K
|
22.8K
$1.43M
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.96K+ 11.99% |
$117K - $126K
|
18.3K
$1.15M
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.96K+ 5.5% |
$117K - $126K
|
37.5K
$2.36M
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.96K+ 6.59% |
$117K - $126K
|
31.6K
$1.99M
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
1.94K+ 23.3% |
$116K - $125K
|
10.3K
$646K
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
BUY
|
- |
1.94K+ 0.71% |
$116K - $125K
|
274K
$17.2M
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.94K+ 163.1% |
$116K - $124K
|
3.12K
$196K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.93K+ 8.88% |
$115K - $124K
|
23.7K
$1.49M
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.93K+ 54.7% |
$115K - $124K
|
5.45K
$342K
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.92K+ 21.24% |
$115K - $123K
|
11K
$689K
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.9K+ 49.69% |
$113K - $122K
|
5.72K
$360K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.9K+ 2.55% |
$113K - $122K
|
76.1K
$4.78M
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.88K+ 17.27% |
$112K - $121K
|
12.7K
$801K
|
|
Jul 28, 2023
Q2 2023
|
Baillie Gifford & CO
|
BUY
|
- |
1.88K+ 0.24% |
$112K - $121K
|
799K
$50.2M
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.87K+ 16.29% |
$112K - $120K
|
13.4K
$841K
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.84K+ 15.76% |
$110K - $118K
|
13.5K
$850K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.84K+ 14.59% |
$110K - $118K
|
14.4K
$907K
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.82K+ 5.72% |
$109K - $117K
|
33.7K
$2.12M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.82KNew |
$109K - $117K
|
1.82K
$114K
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
1.81K+ 6.36% |
$108K - $116K
|
30.3K
$1.9M
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.81K+ 54.77% |
$108K - $116K
|
5.12K
$321K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.76K+ 10.3% |
$105K - $113K
|
18.9K
$1.18M
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.76K+ 35.11% |
$105K - $113K
|
6.77K
$426K
|
|
Aug 14, 2023
Q2 2023
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
1.76K+ 1.99% |
$105K - $113K
|
89.9K
$5.65M
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.75K+ 1.78% |
$105K - $113K
|
100K
$6.31M
|
|
Jul 17, 2023
Q2 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.75K+ 29.31% |
$105K - $113K
|
7.73K
$486K
|