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 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
127+ 0.05% |
$7.58K - $8.17K
|
272K
$17M
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
126+ 1.84% |
$7.52K - $8.1K
|
6.96K
$435K
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
BUY
|
- |
125+ 1.43% |
$7.46K - $8.04K
|
8.84K
$552K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
125+ 1.67% |
$7.46K - $8.04K
|
7.62K
$476K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
124+ 0.22% |
$7.4K - $7.97K
|
55.4K
$3.46M
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
124New |
$7.4K - $7.97K
|
124
$7.74K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
BUY
|
- |
124+ 2.58% |
$7.4K - $7.97K
|
4.93K
$308K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
124+ 0.8% |
$7.4K - $7.97K
|
15.6K
$974K
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
123+ 1.21% |
$7.34K - $7.91K
|
10.3K
$645K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
121+ 1.11% |
$7.22K - $7.78K
|
11K
$686K
|
|
|
Jul 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
120+ 2.53% |
$7.16K - $7.72K
|
4.86K
$303K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
117+ 0.74% |
$6.98K - $7.52K
|
16K
$998K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
116+ 1.67% |
$6.92K - $7.46K
|
7.05K
$440K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
114New |
$6.8K - $7.33K
|
114
$7.12K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
114+ 2.62% |
$6.8K - $7.33K
|
4.47K
$279K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
111+ 2.45% |
$6.62K - $7.14K
|
4.63K
$289K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
108+ 1.02% |
$6.44K - $6.94K
|
10.7K
$669K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
108+ 1.43% |
$6.44K - $6.94K
|
7.67K
$479K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
108+ 0.61% |
$6.44K - $6.94K
|
17.7K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
107+ 0.79% |
$6.38K - $6.88K
|
13.7K
$854K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
106+ 0.74% |
$6.32K - $6.82K
|
14.5K
$904K
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
105+ 2.32% |
$6.26K - $6.75K
|
4.64K
$289K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
102+ 0.01% |
$6.09K - $6.56K
|
1.04M
$64.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
102+ 0.76% |
$6.09K - $6.56K
|
13.5K
$841K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
101+ 0.56% |
$6.03K - $6.49K
|
18K
$1.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
100+ 0.12% |
$5.97K - $6.43K
|
81.2K
$5.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
100+ 0.12% |
$5.97K - $6.43K
|
85.1K
$5.32M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
100+ 103.09% |
$5.97K - $6.43K
|
197
$12.3K
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
100+ 1.95% |
$5.97K - $6.43K
|
5.23K
$326K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
99+ 1.99% |
$5.91K - $6.37K
|
5.06K
$316K
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
99+ 0.51% |
$5.91K - $6.37K
|
19.7K
$1.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
99New |
$5.91K - $6.37K
|
99
$6.18K
|
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
98+ 2.99% |
$5.85K - $6.3K
|
3.38K
$211K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
98+ 0.54% |
$5.85K - $6.3K
|
18.2K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
98+ 0.45% |
$5.85K - $6.3K
|
21.7K
$1.36M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
97+ 0.88% |
$5.79K - $6.24K
|
11.2K
$698K
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
97+ 1.57% |
$5.79K - $6.24K
|
6.29K
$393K
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
96+ 2.55% |
$5.73K - $6.17K
|
3.87K
$241K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
95+ 23.17% |
$5.67K - $6.11K
|
505
$31.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
94+ 0.29% |
$5.61K - $6.04K
|
32.5K
$2.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
92+ 0.78% |
$5.49K - $5.92K
|
12K
$747K
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
92+ 1.07% |
$5.49K - $5.92K
|
8.7K
$543K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
88+ 0.36% |
$5.25K - $5.66K
|
24.7K
$1.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
88+ 151.72% |
$5.25K - $5.66K
|
146
$9.12K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
88+ 63.77% |
$5.25K - $5.66K
|
226
$14.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
85+ 2.4% |
$5.07K - $5.47K
|
3.63K
$226K
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
84+ 0.21% |
$5.01K - $5.4K
|
39.8K
$2.48M
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
83+ 0.33% |
$4.95K - $5.34K
|
25.2K
$1.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
81+ 13.48% |
$4.83K - $5.21K
|
682
$42.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
80+ 14.79% |
$4.77K - $5.14K
|
621
$38.8K
|