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 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.89K+ 1.4% |
$172K - $186K
|
208K
$13.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.88K+ 3.26% |
$172K - $185K
|
91.3K
$5.98M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.82K+ 40.05% |
$168K - $181K
|
9.85K
$646K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.8K+ 67.55% |
$167K - $180K
|
6.94K
$455K
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
BUY
|
- |
2.71K+ 13.8% |
$162K - $174K
|
22.4K
$1.47M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.7K+ 7.41% |
$161K - $173K
|
39.1K
$2.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.68K+ 12.96% |
$160K - $172K
|
23.3K
$1.53M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.66K+ 2.33% |
$159K - $171K
|
117K
$7.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.65K+ 11.78% |
$158K - $170K
|
25.1K
$1.65M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.65K+ 3.91% |
$158K - $170K
|
70.3K
$4.61M
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
2.63K+ 1.61% |
$157K - $169K
|
167K
$10.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.63K+ 3.14% |
$157K - $169K
|
86.3K
$5.66M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
BUY
|
- |
2.61K+ 5.16% |
$156K - $168K
|
53.3K
$3.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.61K+ 49.38% |
$156K - $168K
|
7.89K
$517K
|
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
2.55K+ 0.31% |
$152K - $164K
|
835K
$54.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.55K+ 9.44% |
$152K - $164K
|
29.6K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
2.55K+ 40.31% |
$152K - $164K
|
8.87K
$582K
|
|
|
Aug 03, 2023
Q2 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
2.55K+ 48.37% |
$152K - $164K
|
7.81K
$512K
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.54K+ 8.58% |
$152K - $163K
|
32.1K
$2.11M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2.53KNew |
$151K - $162K
|
2.53K
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.53K+ 3.23% |
$151K - $162K
|
80.8K
$5.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
2.5K+ 7.26% |
$149K - $161K
|
37K
$2.43M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.5K+ 19.11% |
$149K - $161K
|
15.6K
$1.02M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.48K+ 3.25% |
$148K - $160K
|
79K
$5.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
2.47K+ 22.84% |
$147K - $159K
|
13.3K
$871K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.45K+ 12.42% |
$146K - $158K
|
22.2K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.45K+ 67.98% |
$146K - $158K
|
6.06K
$397K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.45K+ 7.0% |
$146K - $158K
|
37.5K
$2.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.44KNew |
$146K - $157K
|
2.44K
$160K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2.43K+ 11.19% |
$145K - $156K
|
24.2K
$1.58M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.39K+ 2.24% |
$143K - $154K
|
109K
$7.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2.36K+ 0.84% |
$141K - $152K
|
284K
$18.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.34K+ 8.97% |
$140K - $151K
|
28.4K
$1.87M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.34K+ 51.85% |
$139K - $150K
|
6.85K
$449K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.33K+ 16.79% |
$139K - $150K
|
16.2K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
2.33K+ 11.6% |
$139K - $150K
|
22.4K
$1.47M
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.32KNew |
$138K - $149K
|
2.32K
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.31K+ 5.05% |
$138K - $148K
|
47.9K
$3.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Investments LP
|
BUY
|
- |
2.29K+ 41.65% |
$137K - $147K
|
7.79K
$511K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.28K+ 13.94% |
$136K - $147K
|
18.6K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.27K+ 7.23% |
$136K - $146K
|
33.7K
$2.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.26K+ 10.15% |
$135K - $145K
|
24.5K
$1.61M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.26K+ 2.88% |
$135K - $145K
|
80.7K
$5.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
2.22K+ 2.81% |
$132K - $142K
|
81.1K
$5.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
2.21K+ 6.45% |
$132K - $142K
|
36.5K
$2.39M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.21KNew |
$132K - $142K
|
2.21K
$145K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.21K+ 3.59% |
$132K - $142K
|
63.7K
$4.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.2K+ 7.49% |
$131K - $141K
|
31.6K
$2.07M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.2K+ 0.48% |
$131K - $141K
|
461K
$30.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.16K+ 4.93% |
$129K - $139K
|
46.1K
$3.02M
|