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 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
50+ 0.54% |
$2.98K - $3.22K
|
9.27K
$660K
|
|
|
Feb 11, 2025
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
50+ 1.45% |
$2.98K - $3.22K
|
3.49K
$248K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
49+ 7.0% |
$2.92K - $3.15K
|
749
$53.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
49+ 1.23% |
$2.92K - $3.15K
|
4.04K
$288K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
48+ 0.37% |
$2.86K - $3.09K
|
12.9K
$921K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
48+ 48.0% |
$2.86K - $3.09K
|
148
$10.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
48+ 0.47% |
$2.86K - $3.09K
|
10.3K
$732K
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
48+ 0.33% |
$2.86K - $3.09K
|
14.5K
$1.03M
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
48+ 0.18% |
$2.86K - $3.09K
|
26.2K
$1.86M
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
47+ 0.5% |
$2.8K - $3.02K
|
9.43K
$671K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
47+ 1.04% |
$2.8K - $3.02K
|
4.58K
$326K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
47+ 0.69% |
$2.8K - $3.02K
|
6.87K
$489K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
46+ 0.55% |
$2.74K - $2.96K
|
8.47K
$603K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
44+ 0.33% |
$2.63K - $2.83K
|
13.5K
$959K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
43+ 1.02% |
$2.57K - $2.76K
|
4.25K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
43+ 0.44% |
$2.57K - $2.76K
|
9.83K
$700K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
42+ 1.23% |
$2.51K - $2.7K
|
3.46K
$246K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
41+ 0.19% |
$2.45K - $2.64K
|
21.4K
$1.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
40+ 1.08% |
$2.39K - $2.57K
|
3.73K
$265K
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
39+ 0.16% |
$2.33K - $2.51K
|
23.9K
$1.7M
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
38+ 0.15% |
$2.27K - $2.44K
|
25.6K
$1.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
36+ 0.05% |
$2.15K - $2.31K
|
66.9K
$4.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
36+ 0.35% |
$2.15K - $2.31K
|
10.4K
$739K
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
35+ 0.08% |
$2.09K - $2.25K
|
41.9K
$2.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
35+ 0.28% |
$2.09K - $2.25K
|
12.6K
$894K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
34+ 0.06% |
$2.03K - $2.19K
|
52.6K
$3.75M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
32+ 0.75% |
$1.91K - $2.06K
|
4.31K
$306K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
32+ 13.91% |
$1.91K - $2.06K
|
262
$18.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
31+ 0.52% |
$1.85K - $1.99K
|
5.95K
$423K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
31+ 0.16% |
$1.85K - $1.99K
|
20K
$1.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
31+ 0.62% |
$1.85K - $1.99K
|
5.04K
$358K
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
31+ 0.2% |
$1.85K - $1.99K
|
15.8K
$1.12M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
30+ 0.93% |
$1.79K - $1.93K
|
3.26K
$232K
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
30+ 0.41% |
$1.79K - $1.93K
|
7.43K
$529K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
30+ 0.26% |
$1.79K - $1.93K
|
11.5K
$818K
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
28+ 0.14% |
$1.67K - $1.8K
|
20.5K
$1.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
28+ 0.29% |
$1.67K - $1.8K
|
9.79K
$696K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
28+ 0.23% |
$1.67K - $1.8K
|
12K
$851K
|
|
|
Aug 10, 2023
Q2 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
28+ 0.47% |
$1.67K - $1.8K
|
5.94K
$422K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
27+ 1.0% |
$1.61K - $1.74K
|
2.73K
$195K
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
27+ 0.38% |
$1.61K - $1.74K
|
7.07K
$503K
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
27+ 0.66% |
$1.61K - $1.74K
|
4.09K
$291K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
27+ 0.16% |
$1.61K - $1.74K
|
17.1K
$1.22M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
26+ 0.02% |
$1.55K - $1.67K
|
118K
$8.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
26+ 0.2% |
$1.55K - $1.67K
|
12.8K
$909K
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
24+ 0.04% |
$1.43K - $1.54K
|
59.5K
$4.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
24+ 0.11% |
$1.43K - $1.54K
|
21.6K
$1.54M
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
BUY
|
- |
23+ 0.42% |
$1.37K - $1.48K
|
5.49K
$391K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
23+ 0.17% |
$1.37K - $1.48K
|
13.8K
$979K
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
23+ 0.33% |
$1.37K - $1.48K
|
6.95K
$494K
|