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 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.08K+ 2.78% |
$64.6K - $69.6K
|
40K
$2.5M
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.08K+ 2.14% |
$64.1K - $69.1K
|
51.2K
$3.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.07K+ 8.42% |
$64.1K - $69.1K
|
13.8K
$863K
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.07K+ 28.02% |
$63.7K - $68.6K
|
4.88K
$304K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.06K+ 4.98% |
$63K - $67.9K
|
22.3K
$1.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
1.05K+ 6.09% |
$62.6K - $67.5K
|
18.3K
$1.14M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.05K+ 27.18% |
$62.3K - $67.2K
|
4.89K
$305K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.04K+ 3.51% |
$62.2K - $67.1K
|
30.7K
$1.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
1.04K+ 6.28% |
$62K - $66.9K
|
17.6K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
1.04K+ 17.05% |
$61.7K - $66.6K
|
7.11K
$444K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.03K+ 1.61% |
$61.6K - $66.4K
|
65.2K
$4.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
1.02K+ 0.29% |
$61K - $65.7K
|
352K
$22M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.02K+ 11.23% |
$60.6K - $65.3K
|
10.1K
$628K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.01K+ 1.74% |
$60.2K - $64.9K
|
58.9K
$3.68M
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1KNew |
$59.7K - $64.3K
|
1K
$62.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
994New |
$59.3K - $63.9K
|
994
$62.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
993+ 6.07% |
$59.2K - $63.8K
|
17.4K
$1.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
971+ 21.97% |
$57.9K - $62.4K
|
5.39K
$337K
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
BUY
|
- |
966+ 17.27% |
$57.6K - $62.1K
|
6.56K
$410K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
957+ 5.05% |
$57.1K - $61.5K
|
19.9K
$1.24M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
955+ 12.2% |
$57K - $61.4K
|
8.78K
$549K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
945+ 6.93% |
$56.4K - $60.8K
|
14.6K
$910K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
BUY
|
- |
944+ 116.11% |
$56.3K - $60.7K
|
1.76K
$110K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
941+ 3.08% |
$56.1K - $60.5K
|
31.5K
$1.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
940+ 11.63% |
$56.1K - $60.4K
|
9.02K
$563K
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
936+ 27.47% |
$55.8K - $60.2K
|
4.34K
$271K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
930+ 3.75% |
$55.5K - $59.8K
|
25.7K
$1.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
929+ 1.74% |
$55.4K - $59.7K
|
54.2K
$3.38M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
927+ 10.57% |
$55.3K - $59.6K
|
9.7K
$606K
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
922+ 5.45% |
$55K - $59.3K
|
17.8K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
920+ 12.64% |
$54.9K - $59.2K
|
8.2K
$512K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
917+ 11.92% |
$54.7K - $59K
|
8.61K
$538K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
916+ 0.68% |
$54.6K - $58.9K
|
136K
$8.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
912+ 16.32% |
$54.4K - $58.6K
|
6.5K
$406K
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
900+ 15.0% |
$53.7K - $57.9K
|
6.9K
$431K
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
900+ 16.65% |
$53.7K - $57.9K
|
6.31K
$394K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
889+ 1.93% |
$53K - $57.2K
|
46.9K
$2.93M
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
889+ 8.68% |
$53K - $57.2K
|
11.1K
$695K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
888+ 3.83% |
$53K - $57.1K
|
24.1K
$1.51M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
888+ 6.55% |
$53K - $57.1K
|
14.4K
$902K
|
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
887+ 3.31% |
$52.9K - $57K
|
27.7K
$1.73M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
886+ 0.98% |
$52.9K - $57K
|
91.6K
$5.72M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
885+ 2.25% |
$52.8K - $56.9K
|
40.2K
$2.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
880+ 1.46% |
$52.5K - $56.6K
|
61K
$3.81M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
879+ 19.59% |
$52.4K - $56.5K
|
5.37K
$335K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
873+ 9.64% |
$52.1K - $56.1K
|
9.93K
$620K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
871+ 4.15% |
$52K - $56K
|
21.9K
$1.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
864+ 0.97% |
$51.5K - $55.6K
|
90.3K
$5.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
856+ 22.41% |
$51.1K - $55K
|
4.68K
$292K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
854+ 8.67% |
$50.9K - $54.9K
|
10.7K
$668K
|