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 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
485+ 7.18% |
$28.9K - $31.2K
|
7.24K
$452K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
482+ 2.76% |
$28.8K - $31K
|
18K
$1.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
482+ 8.07% |
$28.8K - $31K
|
6.45K
$403K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
476+ 0.48% |
$28.4K - $30.6K
|
98.9K
$6.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
476+ 1.26% |
$28.4K - $30.6K
|
38.4K
$2.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
473+ 5.32% |
$28.2K - $30.4K
|
9.36K
$585K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
472+ 4.15% |
$28.2K - $30.3K
|
11.8K
$739K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
469New |
$28K - $30.2K
|
469
$29.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
469+ 9.71% |
$28K - $30.2K
|
5.3K
$331K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
462+ 6.85% |
$27.6K - $29.7K
|
7.2K
$450K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
456+ 8.92% |
$27.2K - $29.3K
|
5.57K
$348K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
453+ 2.58% |
$27K - $29.1K
|
18K
$1.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
452+ 0.97% |
$27K - $29.1K
|
47.3K
$2.95M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
452+ 0.97% |
$27K - $29.1K
|
47.3K
$2.95M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
448+ 1.47% |
$26.7K - $28.8K
|
30.9K
$1.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
446+ 1.75% |
$26.6K - $28.7K
|
25.9K
$1.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
446+ 254.86% |
$26.6K - $28.7K
|
621
$38.8K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
443+ 43.47% |
$26.4K - $28.5K
|
1.46K
$91.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
441+ 4.47% |
$26.3K - $28.4K
|
10.3K
$643K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
440+ 11.82% |
$26.3K - $28.3K
|
4.16K
$260K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
439+ 3.5% |
$26.2K - $28.2K
|
13K
$811K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
438+ 4.8% |
$26.1K - $28.2K
|
9.57K
$598K
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
436+ 3.28% |
$26K - $28K
|
13.7K
$858K
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
434+ 2.07% |
$25.9K - $27.9K
|
21.4K
$1.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
432+ 0.5% |
$25.8K - $27.8K
|
87.5K
$5.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
431+ 0.66% |
$25.7K - $27.7K
|
66.1K
$4.13M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
431+ 0.66% |
$25.7K - $27.7K
|
66.1K
$4.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
429+ 0.35% |
$25.6K - $27.6K
|
123K
$7.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
428+ 5.39% |
$25.5K - $27.5K
|
8.37K
$523K
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
425+ 2.8% |
$25.4K - $27.3K
|
15.6K
$974K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
425+ 3.23% |
$25.4K - $27.3K
|
13.6K
$848K
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
420+ 0.55% |
$25.1K - $27K
|
76.2K
$4.76M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
418+ 3.67% |
$24.9K - $26.9K
|
11.8K
$736K
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
415+ 3.1% |
$24.8K - $26.7K
|
13.8K
$861K
|
|
|
Aug 11, 2023
Q2 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
415+ 0.31% |
$24.8K - $26.7K
|
135K
$8.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
411+ 8.84% |
$24.5K - $26.4K
|
5.06K
$316K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
411+ 1.68% |
$24.5K - $26.4K
|
24.8K
$1.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
409+ 5.86% |
$24.4K - $26.3K
|
7.39K
$462K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
405+ 7.89% |
$24.2K - $26K
|
5.54K
$346K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
403+ 6.77% |
$24K - $25.9K
|
6.35K
$397K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
401+ 0.94% |
$23.9K - $25.8K
|
43K
$2.68M
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
400+ 6.15% |
$23.9K - $25.7K
|
6.91K
$431K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
397+ 5.88% |
$23.7K - $25.5K
|
7.15K
$446K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
394+ 2.64% |
$23.5K - $25.3K
|
15.3K
$956K
|
|
|
Aug 11, 2023
Q2 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
390+ 1.97% |
$23.3K - $25.1K
|
20.2K
$1.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
387+ 3.58% |
$23.1K - $24.9K
|
11.2K
$698K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
387+ 2.31% |
$23.1K - $24.9K
|
17.1K
$1.07M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
380+ 0.43% |
$22.7K - $24.4K
|
87.9K
$5.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
372+ 3.1% |
$22.2K - $23.9K
|
12.4K
$773K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
371+ 10.29% |
$22.1K - $23.9K
|
3.98K
$248K
|