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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 6.72% |
$80.8K - $87.1K
|
21.5K
$1.35M
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
1.35K+ 6.92% |
$80.4K - $86.7K
|
20.8K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.34K+ 2.35% |
$79.8K - $86K
|
58.3K
$3.67M
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
BUY
|
- |
1.32K+ 21.0% |
$79K - $85.1K
|
7.63K
$479K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.31K+ 4.42% |
$78.2K - $84.3K
|
31K
$1.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.31K+ 7.02% |
$78.2K - $84.2K
|
20K
$1.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.3K+ 29.72% |
$77.6K - $83.7K
|
5.68K
$357K
|
|
|
Jul 26, 2023
Q2 2023
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
1.3K+ 1.99% |
$77.6K - $83.6K
|
66.8K
$4.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
1.29K+ 23.9% |
$77.1K - $83.1K
|
6.7K
$421K
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.28K+ 25.78% |
$76.5K - $82.4K
|
6.25K
$393K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.27K+ 0.84% |
$75.5K - $81.3K
|
153K
$9.59M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.26K+ 0.13% |
$75K - $80.8K
|
1M
$63M
|
|
|
Jul 11, 2023
Q2 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
1.25K+ 12.86% |
$74.6K - $80.4K
|
11K
$689K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 1.57% |
$74.5K - $80.2K
|
80.9K
$5.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.25K+ 3.56% |
$74.5K - $80.2K
|
36.3K
$2.28M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.24K+ 3.5% |
$74.1K - $79.9K
|
36.8K
$2.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.24K+ 1.53% |
$73.8K - $79.5K
|
82.1K
$5.16M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.24K+ 29.8% |
$73.7K - $79.5K
|
5.38K
$338K
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
1.23K+ 3.62% |
$73.6K - $79.3K
|
35.3K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.23K+ 3.58% |
$73.4K - $79.1K
|
35.6K
$2.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.23K+ 0.89% |
$73.3K - $79K
|
140K
$8.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.22K+ 2.05% |
$73K - $78.7K
|
61K
$3.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.21K+ 0.91% |
$72.2K - $77.9K
|
134K
$8.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.2K+ 4.47% |
$71.7K - $77.2K
|
28.1K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
1.2K+ 3.94% |
$71.6K - $77.2K
|
31.7K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.2K+ 2.2% |
$71.6K - $77.2K
|
55.8K
$3.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.2K+ 13.86% |
$71.4K - $77K
|
9.84K
$618K
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.19K+ 16.2% |
$71.2K - $76.7K
|
8.56K
$538K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.18K+ 14.07% |
$70.6K - $76.1K
|
9.6K
$603K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.18K+ 3.18% |
$70.4K - $75.9K
|
38.3K
$2.41M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.18K+ 3.19% |
$70.3K - $75.7K
|
38.1K
$2.39M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.17K+ 14.19% |
$70K - $75.5K
|
9.45K
$594K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.17K+ 14.19% |
$70K - $75.5K
|
9.45K
$594K
|
|
|
Jul 06, 2023
Q2 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
1.17K+ 2.66% |
$70K - $75.4K
|
45.3K
$2.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.17K+ 7.56% |
$69.7K - $75.2K
|
16.6K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.16K+ 3.65% |
$69K - $74.4K
|
32.8K
$2.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.16K+ 10.05% |
$68.9K - $74.3K
|
12.6K
$795K
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.15K+ 1.65% |
$68.8K - $74.2K
|
71K
$4.46M
|
|
|
Jul 11, 2023
Q2 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
1.15K+ 5.58% |
$68.4K - $73.8K
|
21.7K
$1.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.15K+ 2.61% |
$68.4K - $73.8K
|
45.2K
$2.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.14K+ 2.28% |
$68K - $73.3K
|
51.2K
$3.22M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.13K+ 7.74% |
$67.2K - $72.5K
|
15.7K
$985K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
1.13K+ 4.85% |
$67.2K - $72.5K
|
24.4K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.12K+ 16.59% |
$67.1K - $72.3K
|
7.9K
$496K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
BUY
|
- |
1.12K+ 19.37% |
$66.9K - $72.1K
|
6.92K
$435K
|
|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
1.12K+ 9.97% |
$66.8K - $72K
|
12.4K
$777K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.11K+ 3.4% |
$66.3K - $71.4K
|
33.7K
$2.12M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
1.09K+ 2.39% |
$65.1K - $70.2K
|
46.8K
$2.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.09K+ 2.09% |
$65.1K - $70.2K
|
53.4K
$3.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.09K+ 29.85% |
$64.7K - $69.8K
|
4.72K
$297K
|