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
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
280+ 1.22% |
$16.7K - $18K
|
23.3K
$1.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
278+ 6.0% |
$16.6K - $17.9K
|
4.91K
$307K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
275+ 1.34% |
$16.4K - $17.7K
|
20.8K
$1.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
275+ 0.5% |
$16.4K - $17.7K
|
55.5K
$3.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
275+ 1.74% |
$16.4K - $17.7K
|
16.1K
$1M
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
274+ 1.1% |
$16.3K - $17.6K
|
25.2K
$1.57M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
274+ 3.62% |
$16.3K - $17.6K
|
7.85K
$490K
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
272+ 7.5% |
$16.2K - $17.5K
|
3.9K
$244K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
271+ 4.7% |
$16.2K - $17.4K
|
6.04K
$377K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
268+ 1.03% |
$16K - $17.2K
|
26.3K
$1.64M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
262+ 23.27% |
$15.6K - $16.8K
|
1.39K
$86.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
255+ 0.6% |
$15.2K - $16.4K
|
42.6K
$2.66M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
249+ 3.19% |
$14.9K - $16K
|
8.05K
$502K
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
241+ 2.18% |
$14.4K - $15.5K
|
11.3K
$706K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
241+ 0.41% |
$14.4K - $15.5K
|
58.5K
$3.65M
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
240+ 0.15% |
$14.3K - $15.4K
|
158K
$9.86M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
239+ 3.95% |
$14.3K - $15.4K
|
6.29K
$393K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
239+ 0.52% |
$14.3K - $15.4K
|
46.6K
$2.91M
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
BUY
|
- |
233+ 0.48% |
$13.9K - $15K
|
49.2K
$3.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
230+ 1.09% |
$13.7K - $14.8K
|
21.3K
$1.33M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
226+ 0.45% |
$13.5K - $14.5K
|
50.3K
$3.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
225+ 3.98% |
$13.4K - $14.5K
|
5.88K
$367K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
224+ 1.01% |
$13.4K - $14.4K
|
22.5K
$1.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
222+ 1.03% |
$13.2K - $14.3K
|
21.8K
$1.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
219+ 2.9% |
$13.1K - $14.1K
|
7.76K
$484K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
219+ 2.31% |
$13.1K - $14.1K
|
9.71K
$606K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
216+ 0.55% |
$12.9K - $13.9K
|
39.6K
$2.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
214+ 0.11% |
$12.8K - $13.8K
|
203K
$12.7M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
214+ 5.16% |
$12.8K - $13.8K
|
4.36K
$272K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
213+ 1.39% |
$12.7K - $13.7K
|
15.6K
$972K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
213+ 1.39% |
$12.7K - $13.7K
|
15.6K
$972K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
211+ 6.11% |
$12.6K - $13.6K
|
3.67K
$229K
|
|
|
Aug 14, 2023
Q2 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
210+ 14.95% |
$12.5K - $13.5K
|
1.62K
$101K
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
208+ 2.61% |
$12.4K - $13.4K
|
8.17K
$510K
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
208+ 2.86% |
$12.4K - $13.4K
|
7.49K
$467K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
204+ 2.37% |
$12.2K - $13.1K
|
8.81K
$550K
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
203+ 0.51% |
$12.1K - $13.1K
|
39.9K
$2.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
203+ 4.15% |
$12.1K - $13.1K
|
5.09K
$318K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
BUY
|
- |
200+ 2.27% |
$11.9K - $12.9K
|
9K
$562K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
200+ 1.07% |
$11.9K - $12.9K
|
18.9K
$1.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
BUY
|
- |
200+ 0.02% |
$11.9K - $12.9K
|
1.13M
$70.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
200+ 0.75% |
$11.9K - $12.9K
|
26.7K
$1.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
200+ 0.65% |
$11.9K - $12.9K
|
31.1K
$1.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
200+ 39.92% |
$11.9K - $12.9K
|
701
$43.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
200+ 1.25% |
$11.9K - $12.9K
|
16.2K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
200+ 1.05% |
$11.9K - $12.9K
|
19.2K
$1.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
195+ 0.08% |
$11.6K - $12.5K
|
245K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
193+ 1.25% |
$11.5K - $12.4K
|
15.6K
$977K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
192+ 10.15% |
$11.5K - $12.3K
|
2.08K
$130K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
191+ 0.37% |
$11.4K - $12.3K
|
51.3K
$3.2M
|