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 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.81K+ 54.77% |
$108K - $116K
|
5.12K
$369K
|
|
|
Feb 13, 2025
Q2 2023
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
1.78KNew |
$106K - $115K
|
1.78K
$129K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.76K+ 10.3% |
$105K - $113K
|
18.9K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.76K+ 35.11% |
$105K - $113K
|
6.77K
$488K
|
|
|
Aug 14, 2023
Q2 2023
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
1.76K+ 1.99% |
$105K - $113K
|
89.9K
$6.48M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.75K+ 1.78% |
$105K - $113K
|
100K
$7.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.75K+ 29.31% |
$105K - $113K
|
7.73K
$558K
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.75K+ 0.85% |
$104K - $112K
|
207K
$14.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
1.75K+ 5.16% |
$104K - $112K
|
35.6K
$2.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 1.06% |
$104K - $112K
|
166K
$11.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.74K+ 27.9% |
$104K - $112K
|
7.98K
$575K
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.74K+ 0.61% |
$104K - $112K
|
286K
$20.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Nat West Group PLC
|
BUY
|
- |
1.73K+ 5.18% |
$103K - $111K
|
35.1K
$2.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.72K+ 3.16% |
$103K - $111K
|
56.3K
$4.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.71K+ 9.36% |
$102K - $110K
|
20K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
1.7K+ 32.59% |
$101K - $109K
|
6.9K
$498K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.7K+ 4.33% |
$101K - $109K
|
40.8K
$2.94M
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.68K+ 2.39% |
$100K - $108K
|
72.1K
$5.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.67K+ 12.21% |
$99.8K - $108K
|
15.4K
$1.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.67K+ 2.55% |
$99.6K - $107K
|
67.1K
$4.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.63K+ 6.31% |
$97.4K - $105K
|
27.5K
$1.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.62K+ 3.26% |
$96.8K - $104K
|
51.4K
$3.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.62K+ 118.77% |
$96.6K - $104K
|
2.98K
$215K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.62K+ 24.77% |
$96.5K - $104K
|
8.15K
$588K
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.6K+ 25.76% |
$95.6K - $103K
|
7.82K
$564K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.6K+ 3.51% |
$95.6K - $103K
|
47.3K
$3.41M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.59K+ 6.96% |
$94.8K - $102K
|
24.4K
$1.76M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
1.59K+ 3.79% |
$94.7K - $102K
|
43.5K
$3.14M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.57KNew |
$93.4K - $101K
|
1.57K
$113K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.56K+ 1.75% |
$93K - $100K
|
90.5K
$6.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.56K+ 1.97% |
$92.9K - $100K
|
80.5K
$5.81M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.56K+ 1.97% |
$92.9K - $100K
|
80.5K
$5.81M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.56K+ 1.85% |
$92.9K - $100K
|
85.5K
$6.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.55K+ 2.67% |
$92.4K - $99.5K
|
59.4K
$4.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.55K+ 2.53% |
$92.2K - $99.3K
|
62.7K
$4.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.54K+ 0.47% |
$92K - $99.2K
|
331K
$23.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.53K+ 8.08% |
$91K - $98.1K
|
20.4K
$1.47M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.52K+ 43.29% |
$90.8K - $97.9K
|
5.04K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.51K+ 13.67% |
$90.3K - $97.3K
|
12.6K
$907K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.51K+ 4.35% |
$90K - $97K
|
36.2K
$2.61M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.51K+ 29.25% |
$90K - $97K
|
6.66K
$480K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.5K+ 2.36% |
$89.7K - $96.7K
|
65.3K
$4.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.49K+ 6.95% |
$88.9K - $95.8K
|
22.9K
$1.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.47K+ 13.19% |
$87.8K - $94.6K
|
12.6K
$911K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.47K+ 6.09% |
$87.7K - $94.5K
|
25.6K
$1.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
BUY
|
- |
1.46K+ 3.08% |
$87.3K - $94.1K
|
49.1K
$3.54M
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.46K+ 21.66% |
$87.3K - $94.1K
|
8.22K
$592K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.46K+ 11.79% |
$87K - $93.7K
|
13.8K
$997K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.45K+ 2.29% |
$86.7K - $93.4K
|
65K
$4.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.45K+ 7.45% |
$86.4K - $93.1K
|
20.9K
$1.51M
|