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 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
350+ 8.79% |
$20.9K - $22.5K
|
4.33K
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
350+ 1.48% |
$20.9K - $22.5K
|
23.9K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
350+ 0.56% |
$20.9K - $22.5K
|
62.6K
$4.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
349+ 2.43% |
$20.8K - $22.4K
|
14.7K
$966K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
346+ 3.84% |
$20.6K - $22.2K
|
9.36K
$614K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
345+ 3.06% |
$20.6K - $22.2K
|
11.6K
$763K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
345+ 0.34% |
$20.6K - $22.2K
|
102K
$6.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
344+ 0.5% |
$20.5K - $22.1K
|
68.6K
$4.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
336+ 4.3% |
$20K - $21.6K
|
8.15K
$534K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
336+ 2.18% |
$20K - $21.6K
|
15.7K
$1.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
335+ 2.72% |
$20K - $21.5K
|
12.6K
$828K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
332+ 73.94% |
$19.8K - $21.3K
|
781
$51.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
332+ 32.11% |
$19.8K - $21.3K
|
1.37K
$89.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
329+ 0.08% |
$19.6K - $21.2K
|
434K
$28.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
327+ 0.84% |
$19.5K - $21K
|
39.1K
$2.56M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
327+ 1.67% |
$19.5K - $21K
|
19.9K
$1.31M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
324+ 1.23% |
$19.3K - $20.8K
|
26.6K
$1.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
324+ 1.44% |
$19.3K - $20.8K
|
22.8K
$1.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
323+ 2.71% |
$19.3K - $20.8K
|
12.3K
$804K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
322+ 2.33% |
$19.2K - $20.7K
|
14.1K
$926K
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
321+ 0.84% |
$19.2K - $20.6K
|
38.4K
$2.52M
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
319+ 6.98% |
$19K - $20.5K
|
4.89K
$320K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
317+ 1.05% |
$18.9K - $20.4K
|
30.4K
$1.99M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
311New |
$18.6K - $20K
|
311
$20.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
309+ 5.03% |
$18.4K - $19.9K
|
6.45K
$423K
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
308+ 6.34% |
$18.4K - $19.8K
|
5.17K
$339K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
306+ 9.15% |
$18.3K - $19.7K
|
3.65K
$239K
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
306+ 3.47% |
$18.3K - $19.7K
|
9.13K
$599K
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
304+ 2.72% |
$18.1K - $19.5K
|
11.5K
$751K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
302+ 5.39% |
$18K - $19.4K
|
5.91K
$387K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
301+ 0.44% |
$18K - $19.4K
|
68.4K
$4.49M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
300+ 0.21% |
$17.9K - $19.3K
|
144K
$9.42M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
300+ 13.0% |
$17.9K - $19.3K
|
2.61K
$171K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
300+ 29.53% |
$17.9K - $19.3K
|
1.32K
$86.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
300+ 6.91% |
$17.9K - $19.3K
|
4.64K
$304K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
299+ 2.63% |
$17.8K - $19.2K
|
11.7K
$765K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
297+ 3.54% |
$17.7K - $19.1K
|
8.7K
$570K
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
290+ 4.9% |
$17.3K - $18.6K
|
6.21K
$407K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
288+ 2.21% |
$17.2K - $18.5K
|
13.3K
$873K
|
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
286+ 1.06% |
$17.1K - $18.4K
|
27.3K
$1.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
286+ 2.26% |
$17.1K - $18.4K
|
13K
$849K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
284+ 3.57% |
$16.9K - $18.3K
|
8.25K
$541K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
283+ 4.54% |
$16.9K - $18.2K
|
6.52K
$427K
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
280+ 1.22% |
$16.7K - $18K
|
23.3K
$1.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
278+ 6.0% |
$16.6K - $17.9K
|
4.91K
$322K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
275+ 1.34% |
$16.4K - $17.7K
|
20.8K
$1.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
275+ 0.5% |
$16.4K - $17.7K
|
55.5K
$3.64M
|
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
275+ 1.74% |
$16.4K - $17.7K
|
16.1K
$1.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
274+ 1.1% |
$16.3K - $17.6K
|
25.2K
$1.65M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
274+ 3.62% |
$16.3K - $17.6K
|
7.85K
$515K
|