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 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.62KNew |
$216K - $233K
|
3.62K
$226K
|
|
|
Jul 31, 2023
Q2 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
3.6KNew |
$215K - $231K
|
3.6K
$225K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.6K+ 16.89% |
$215K - $231K
|
24.9K
$1.56M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
3.59KNew |
$214K - $231K
|
3.59K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.59KNew |
$214K - $231K
|
3.59K
$224K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.55K+ 4.48% |
$212K - $228K
|
82.8K
$5.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.53KNew |
$211K - $227K
|
3.53K
$221K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
3.52KNew |
$210K - $227K
|
3.52K
$220K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.52KNew |
$210K - $226K
|
3.52K
$220K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
3.52K+ 0.12% |
$210K - $226K
|
3.04M
$190M
|
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.5K+ 0.84% |
$209K - $225K
|
418K
$26.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.49KNew |
$208K - $225K
|
3.49K
$218K
|
|
|
Aug 11, 2023
Q2 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
3.49K+ 1.67% |
$208K - $225K
|
213K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.47K+ 3.81% |
$207K - $223K
|
94.4K
$5.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
3.46K+ 7.33% |
$206K - $223K
|
50.7K
$3.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.46KNew |
$206K - $222K
|
3.46K
$216K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.44K+ 36.07% |
$205K - $221K
|
13K
$811K
|
|
|
Jul 19, 2023
Q2 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
3.43KNew |
$205K - $221K
|
3.43K
$215K
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
BUY
|
- |
3.41KNew |
$203K - $219K
|
3.41K
$213K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.4K+ 1.25% |
$203K - $219K
|
276K
$17.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
3.4K+ 16.14% |
$203K - $219K
|
24.5K
$1.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.4K+ 8.77% |
$203K - $218K
|
42.1K
$2.63M
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
3.37K+ 2.67% |
$201K - $217K
|
130K
$8.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.37K+ 4.53% |
$201K - $217K
|
77.8K
$4.87M
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.37KNew |
$201K - $217K
|
3.37K
$211K
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
3.37K+ 21.58% |
$201K - $216K
|
19K
$1.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
3.34KNew |
$199K - $215K
|
3.34K
$209K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.34K+ 13.45% |
$199K - $215K
|
28.2K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3.32K+ 21.67% |
$198K - $214K
|
18.6K
$1.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
3.25K+ 23.3% |
$194K - $209K
|
17.2K
$1.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.25K+ 34.48% |
$194K - $209K
|
12.7K
$793K
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3.24K+ 1.78% |
$193K - $209K
|
185K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
3.23K+ 3.32% |
$193K - $208K
|
101K
$6.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
3.2KNew |
$191K - $206K
|
3.2K
$200K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.18K+ 6.12% |
$189K - $204K
|
55K
$3.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.16K+ 2.35% |
$189K - $203K
|
138K
$8.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.15K+ 11.54% |
$188K - $202K
|
30.4K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.13K+ 40.92% |
$187K - $201K
|
10.8K
$675K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
3.13K+ 0.51% |
$187K - $201K
|
618K
$38.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
3.1K+ 2.29% |
$185K - $199K
|
138K
$8.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
3.07K+ 31.87% |
$183K - $198K
|
12.7K
$796K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.07K+ 8.07% |
$183K - $197K
|
41.1K
$2.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
3.07K+ 2.19% |
$183K - $197K
|
143K
$8.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.06K+ 11.92% |
$183K - $197K
|
28.8K
$1.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
2.96K+ 0.24% |
$177K - $190K
|
1.24M
$77.5M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
2.95K+ 23.85% |
$176K - $190K
|
15.3K
$959K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.95K+ 14.98% |
$176K - $190K
|
22.7K
$1.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
2.95K+ 4.5% |
$176K - $190K
|
68.6K
$4.29M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.94KNew |
$175K - $189K
|
2.94K
$184K
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
2.93K+ 39.7% |
$175K - $189K
|
10.3K
$646K
|