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 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
190+ 2.22% |
$11.3K - $12.2K
|
8.77K
$549K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
183+ 7.58% |
$10.9K - $11.8K
|
2.6K
$163K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
182+ 0.76% |
$10.9K - $11.7K
|
24.1K
$1.51M
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
181+ 16.81% |
$10.8K - $11.6K
|
1.26K
$78.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
181+ 4.56% |
$10.8K - $11.6K
|
4.15K
$260K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
181+ 0.24% |
$10.8K - $11.6K
|
76.4K
$4.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
180+ 3.17% |
$10.7K - $11.6K
|
5.86K
$366K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
180+ 2.49% |
$10.7K - $11.6K
|
7.41K
$464K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
177+ 0.95% |
$10.6K - $11.4K
|
18.9K
$1.18M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
173+ 46.51% |
$10.3K - $11.1K
|
545
$34.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
172+ 0.46% |
$10.3K - $11.1K
|
37.8K
$2.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
171+ 0.25% |
$10.2K - $11K
|
68.2K
$4.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
170+ 2.64% |
$10.1K - $10.9K
|
6.61K
$413K
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
170+ 3.26% |
$10.1K - $10.9K
|
5.38K
$337K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
167+ 0.22% |
$9.96K - $10.7K
|
76.5K
$4.78M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
167+ 1.98% |
$9.96K - $10.7K
|
8.6K
$538K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
164+ 1.11% |
$9.78K - $10.5K
|
14.9K
$932K
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
164+ 0.93% |
$9.78K - $10.5K
|
17.8K
$1.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
162+ 7.5% |
$9.66K - $10.4K
|
2.32K
$145K
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
162+ 3.41% |
$9.66K - $10.4K
|
4.91K
$307K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
162+ 4.42% |
$9.66K - $10.4K
|
3.83K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
162+ 1.09% |
$9.66K - $10.4K
|
15.1K
$943K
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
158+ 1.16% |
$9.43K - $10.2K
|
13.8K
$862K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
158+ 3.4% |
$9.43K - $10.2K
|
4.81K
$301K
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
158+ 1.55% |
$9.43K - $10.2K
|
10.4K
$649K
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
157+ 1.99% |
$9.37K - $10.1K
|
8.04K
$503K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
156+ 0.49% |
$9.31K - $10K
|
31.7K
$1.98M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
154+ 1.01% |
$9.19K - $9.9K
|
15.4K
$962K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
152+ 3.39% |
$9.07K - $9.77K
|
4.63K
$290K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
152+ 3.06% |
$9.07K - $9.77K
|
5.12K
$320K
|
|
|
Jul 12, 2023
Q2 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
150+ 3.4% |
$8.95K - $9.65K
|
4.56K
$285K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
150+ 0.06% |
$8.95K - $9.65K
|
254K
$15.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
148+ 1.96% |
$8.83K - $9.52K
|
7.7K
$482K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
145+ 1.89% |
$8.65K - $9.32K
|
7.83K
$490K
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
142+ 2.23% |
$8.47K - $9.13K
|
6.5K
$407K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
140+ 45.75% |
$8.35K - $9K
|
446
$27.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
140+ 2.7% |
$8.35K - $9K
|
5.32K
$333K
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
139+ 2.25% |
$8.29K - $8.94K
|
6.33K
$396K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
139+ 3.78% |
$8.29K - $8.94K
|
3.81K
$239K
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
139+ 1.41% |
$8.29K - $8.94K
|
9.99K
$625K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
137+ 1.1% |
$8.17K - $8.81K
|
12.6K
$791K
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
137+ 3.89% |
$8.17K - $8.81K
|
3.66K
$229K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
136+ 3.06% |
$8.11K - $8.74K
|
4.58K
$287K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
136+ 50.0% |
$8.11K - $8.74K
|
408
$25.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
BUY
|
- |
136+ 3.6% |
$8.11K - $8.74K
|
3.92K
$245K
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
135+ 0.83% |
$8.05K - $8.68K
|
16.4K
$1.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
135+ 0.65% |
$8.05K - $8.68K
|
21K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
BUY
|
- |
134+ 0.47% |
$7.99K - $8.62K
|
28.4K
$1.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
128+ 0.95% |
$7.64K - $8.23K
|
13.6K
$848K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
128+ 0.65% |
$7.64K - $8.23K
|
19.7K
$1.24M
|