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 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.7K+ 7.42% |
$280K - $302K
|
68K
$4.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
4.69K+ 5.78% |
$280K - $302K
|
85.9K
$5.63M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.65K+ 5.36% |
$278K - $299K
|
91.5K
$6M
|
|
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
BUY
|
- |
4.65K+ 15.63% |
$277K - $299K
|
34.4K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.64KNew |
$277K - $299K
|
4.64K
$304K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.63K+ 7.95% |
$276K - $298K
|
62.9K
$4.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
4.62KNew |
$275K - $297K
|
4.62K
$303K
|
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
4.6KNew |
$274K - $296K
|
4.6K
$302K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.54K+ 39.46% |
$271K - $292K
|
16K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.51K+ 19.04% |
$269K - $290K
|
28.2K
$1.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
4.48KNew |
$267K - $288K
|
4.48K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.46K+ 17.34% |
$266K - $287K
|
30.2K
$1.98M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
4.44K+ 16.16% |
$265K - $285K
|
31.9K
$2.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
4.39K+ 7.14% |
$262K - $282K
|
65.8K
$4.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.35K+ 8.2% |
$260K - $280K
|
57.4K
$3.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
4.34KNew |
$259K - $279K
|
4.34K
$284K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.33K+ 0.24% |
$258K - $279K
|
1.83M
$120M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.31K+ 6.95% |
$257K - $277K
|
66.3K
$4.35M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
4.29K+ 4.14% |
$256K - $276K
|
108K
$7.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.25K+ 30.02% |
$253K - $273K
|
18.4K
$1.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
BUY
|
- |
4.23KNew |
$253K - $272K
|
4.23K
$278K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.23KNew |
$252K - $272K
|
4.23K
$277K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
4.22K+ 16.49% |
$252K - $271K
|
29.8K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.21K+ 30.79% |
$251K - $271K
|
17.9K
$1.17M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.2K+ 13.77% |
$251K - $270K
|
34.7K
$2.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
4.2K+ 24.89% |
$251K - $270K
|
21.1K
$1.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
4.18K+ 10.48% |
$250K - $269K
|
44.1K
$2.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
4.17KNew |
$249K - $268K
|
4.17K
$273K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
4.17K+ 7.41% |
$248K - $268K
|
60.4K
$3.96M
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
4.16K+ 13.37% |
$248K - $267K
|
35.3K
$2.31M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
4.01K+ 1.09% |
$239K - $258K
|
371K
$24.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
4.01K+ 13.7% |
$239K - $258K
|
33.3K
$2.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
4K+ 111.61% |
$239K - $257K
|
7.58K
$497K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
4K+ 23.24% |
$239K - $257K
|
21.2K
$1.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.97K+ 509.5% |
$237K - $255K
|
4.75K
$311K
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.96K+ 4.89% |
$236K - $255K
|
85K
$5.57M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
3.9K+ 1.21% |
$233K - $251K
|
326K
$21.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.9KNew |
$233K - $251K
|
3.9K
$256K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.83K+ 159.83% |
$228K - $246K
|
6.22K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.82K+ 89.6% |
$228K - $246K
|
8.09K
$531K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
3.79KNew |
$226K - $244K
|
3.79K
$249K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.79K+ 0.82% |
$226K - $243K
|
464K
$30.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.78K+ 0.21% |
$226K - $243K
|
1.77M
$116M
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
3.71KNew |
$221K - $238K
|
3.71K
$243K
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
3.63KNew |
$217K - $234K
|
3.63K
$238K
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.62KNew |
$216K - $233K
|
3.62K
$237K
|
|
|
Jul 31, 2023
Q2 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
3.6KNew |
$215K - $231K
|
3.6K
$236K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.6K+ 16.89% |
$215K - $231K
|
24.9K
$1.63M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
3.59KNew |
$214K - $231K
|
3.59K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.59KNew |
$214K - $231K
|
3.59K
$235K
|