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
|
Burney CO
Reston, VA |
BUY
|
- |
674+ 2.12% |
$40.2K - $43.3K
|
32.5K
$2.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
670+ 18.91% |
$40K - $43.1K
|
4.21K
$300K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
670+ 5.3% |
$40K - $43.1K
|
13.3K
$948K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
670+ 17.45% |
$40K - $43.1K
|
4.51K
$321K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
670+ 17.45% |
$40K - $43.1K
|
4.51K
$321K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
663+ 3.93% |
$39.6K - $42.6K
|
17.5K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
660+ 5.84% |
$39.4K - $42.4K
|
12K
$851K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
659+ 5.68% |
$39.3K - $42.4K
|
12.3K
$872K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
656+ 6.76% |
$39.1K - $42.2K
|
10.4K
$737K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
656+ 7.9% |
$39.1K - $42.2K
|
8.96K
$637K
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
653+ 3.87% |
$39K - $42K
|
17.5K
$1.25M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
651New |
$38.8K - $41.9K
|
651
$46.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
650+ 0.57% |
$38.8K - $41.8K
|
116K
$8.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
650+ 186.78% |
$38.8K - $41.8K
|
998
$71K
|
|
|
Aug 09, 2023
Q2 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
647+ 0.67% |
$38.6K - $41.6K
|
96.7K
$6.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
646+ 6.27% |
$38.5K - $41.5K
|
10.9K
$779K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
630+ 22.98% |
$37.6K - $40.5K
|
3.37K
$240K
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
626+ 6.46% |
$37.3K - $40.3K
|
10.3K
$734K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
622+ 14.98% |
$37.1K - $40K
|
4.77K
$340K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
620+ 1.44% |
$37K - $39.9K
|
43.6K
$3.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
618+ 8.01% |
$36.9K - $39.7K
|
8.34K
$593K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
614+ 6.88% |
$36.6K - $39.5K
|
9.53K
$678K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
610+ 5.72% |
$36.4K - $39.2K
|
11.3K
$802K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
605+ 3.0% |
$36.1K - $38.9K
|
20.8K
$1.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
600New |
$35.8K - $38.6K
|
600
$42.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
600+ 0.34% |
$35.8K - $38.6K
|
175K
$12.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
597+ 5.34% |
$35.6K - $38.4K
|
11.8K
$838K
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
589+ 10.75% |
$35.1K - $37.9K
|
6.07K
$432K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
585+ 1.29% |
$34.9K - $37.6K
|
46.1K
$3.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
584+ 2.64% |
$34.8K - $37.6K
|
22.7K
$1.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
575+ 8.62% |
$34.3K - $37K
|
7.25K
$516K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
572+ 12.7% |
$34.1K - $36.8K
|
5.08K
$361K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
569New |
$33.9K - $36.6K
|
569
$40.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
567+ 0.65% |
$33.8K - $36.5K
|
87.4K
$6.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
566+ 3.54% |
$33.8K - $36.4K
|
16.6K
$1.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
565+ 5.13% |
$33.7K - $36.3K
|
11.6K
$824K
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
562+ 1.56% |
$33.5K - $36.1K
|
36.5K
$2.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
560+ 6.03% |
$33.4K - $36K
|
9.84K
$700K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
553+ 1.38% |
$33K - $35.6K
|
40.5K
$2.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
551+ 6.65% |
$32.9K - $35.4K
|
8.84K
$629K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
547+ 6.99% |
$32.6K - $35.2K
|
8.37K
$596K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
545+ 0.1% |
$32.5K - $35K
|
571K
$40.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
541+ 2.32% |
$32.3K - $34.8K
|
23.9K
$1.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
538+ 2.28% |
$32.1K - $34.6K
|
24.2K
$1.72M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
538+ 8.55% |
$32.1K - $34.6K
|
6.83K
$486K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
532+ 1.76% |
$31.7K - $34.2K
|
30.7K
$2.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
BUY
|
- |
526+ 9.1% |
$31.4K - $33.8K
|
6.31K
$449K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
523+ 0.72% |
$31.2K - $33.6K
|
72.8K
$5.18M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
522+ 5.93% |
$31.1K - $33.6K
|
9.33K
$664K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
521+ 11.05% |
$31.1K - $33.5K
|
5.24K
$373K
|