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 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
92+ 0.78% |
$5.49K - $5.92K
|
12K
$851K
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
92+ 1.07% |
$5.49K - $5.92K
|
8.7K
$619K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
88+ 0.36% |
$5.25K - $5.66K
|
24.7K
$1.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
88+ 151.72% |
$5.25K - $5.66K
|
146
$10.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
88+ 63.77% |
$5.25K - $5.66K
|
226
$16.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
85+ 2.4% |
$5.07K - $5.47K
|
3.63K
$258K
|
|
|
Feb 04, 2025
Q2 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
85+ 0.73% |
$5.07K - $5.47K
|
11.7K
$836K
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
84+ 0.21% |
$5.01K - $5.4K
|
39.8K
$2.83M
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
83+ 0.33% |
$4.95K - $5.34K
|
25.2K
$1.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
81+ 13.48% |
$4.83K - $5.21K
|
682
$48.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
80+ 14.79% |
$4.77K - $5.14K
|
621
$44.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
79+ 0.63% |
$4.71K - $5.08K
|
12.7K
$901K
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
78+ 2.04% |
$4.65K - $5.02K
|
3.9K
$277K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
77+ 0.32% |
$4.59K - $4.95K
|
24.2K
$1.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
77+ 0.04% |
$4.59K - $4.95K
|
184K
$13.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
77+ 1.1% |
$4.59K - $4.95K
|
7.1K
$505K
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
76+ 1.48% |
$4.53K - $4.89K
|
5.2K
$370K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
75+ 0.31% |
$4.47K - $4.82K
|
24.4K
$1.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
75+ 0.12% |
$4.47K - $4.82K
|
61.6K
$4.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
75+ 1.51% |
$4.47K - $4.82K
|
5.03K
$358K
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
75+ 12.08% |
$4.47K - $4.82K
|
696
$49.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
73+ 0.31% |
$4.36K - $4.69K
|
23.3K
$1.66M
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
71+ 0.92% |
$4.24K - $4.57K
|
7.78K
$553K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
69+ 1.98% |
$4.12K - $4.44K
|
3.55K
$253K
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
69+ 0.25% |
$4.12K - $4.44K
|
27.3K
$1.94M
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
68+ 0.26% |
$4.06K - $4.37K
|
26.2K
$1.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
68+ 2.13% |
$4.06K - $4.37K
|
3.26K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
68+ 0.77% |
$4.06K - $4.37K
|
8.91K
$634K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
67+ 0.92% |
$4K - $4.31K
|
7.34K
$522K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
65+ 0.73% |
$3.88K - $4.18K
|
8.93K
$635K
|
|
|
Jul 21, 2023
Q2 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
64+ 0.04% |
$3.82K - $4.12K
|
172K
$12.2M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
63+ 0.59% |
$3.76K - $4.05K
|
10.7K
$764K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
62+ 0.18% |
$3.7K - $3.99K
|
35.2K
$2.5M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
61+ 0.25% |
$3.64K - $3.92K
|
24.9K
$1.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
60+ 0.6% |
$3.58K - $3.86K
|
10.1K
$720K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
60+ 0.39% |
$3.58K - $3.86K
|
15.6K
$1.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
58+ 0.13% |
$3.46K - $3.73K
|
43.2K
$3.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
57+ 1.25% |
$3.4K - $3.67K
|
4.64K
$330K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
56+ 1.03% |
$3.34K - $3.6K
|
5.47K
$389K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
55+ 0.19% |
$3.28K - $3.54K
|
28.9K
$2.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
53+ 0.2% |
$3.16K - $3.41K
|
26.4K
$1.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
53+ 0.3% |
$3.16K - $3.41K
|
17.7K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
53+ 1.08% |
$3.16K - $3.41K
|
4.98K
$355K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
52+ 1.12% |
$3.1K - $3.34K
|
4.71K
$335K
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
52+ 0.22% |
$3.1K - $3.34K
|
23.4K
$1.67M
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
50+ 0.06% |
$2.98K - $3.22K
|
90.1K
$6.41M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 1.14% |
$2.98K - $3.22K
|
4.43K
$315K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
50+ 0.7% |
$2.98K - $3.22K
|
7.23K
$514K
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
50+ 1.45% |
$2.98K - $3.22K
|
3.49K
$248K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
50+ 0.34% |
$2.98K - $3.22K
|
14.9K
$1.06M
|