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 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
39+ 0.16% |
$2.33K - $2.51K
|
23.9K
$1.57M
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
38+ 0.15% |
$2.27K - $2.44K
|
25.6K
$1.68M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
36+ 0.05% |
$2.15K - $2.31K
|
66.9K
$4.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
36+ 0.35% |
$2.15K - $2.31K
|
10.4K
$681K
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
35+ 0.08% |
$2.09K - $2.25K
|
41.9K
$2.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
35+ 0.28% |
$2.09K - $2.25K
|
12.6K
$824K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
34+ 0.06% |
$2.03K - $2.19K
|
52.6K
$3.45M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
32+ 0.75% |
$1.91K - $2.06K
|
4.31K
$282K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
32+ 13.91% |
$1.91K - $2.06K
|
262
$17.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
31+ 0.52% |
$1.85K - $1.99K
|
5.95K
$390K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
31+ 0.16% |
$1.85K - $1.99K
|
20K
$1.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
31+ 0.62% |
$1.85K - $1.99K
|
5.04K
$330K
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
31+ 0.2% |
$1.85K - $1.99K
|
15.8K
$1.03M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
30+ 0.93% |
$1.79K - $1.93K
|
3.26K
$214K
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
30+ 0.41% |
$1.79K - $1.93K
|
7.43K
$487K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
30+ 0.26% |
$1.79K - $1.93K
|
11.5K
$754K
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
28+ 0.14% |
$1.67K - $1.8K
|
20.5K
$1.35M
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
28+ 0.29% |
$1.67K - $1.8K
|
9.79K
$642K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
28+ 0.23% |
$1.67K - $1.8K
|
12K
$784K
|
|
|
Aug 10, 2023
Q2 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
28+ 0.47% |
$1.67K - $1.8K
|
5.94K
$389K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
27+ 1.0% |
$1.61K - $1.74K
|
2.73K
$179K
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
27+ 0.38% |
$1.61K - $1.74K
|
7.07K
$463K
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
27+ 0.66% |
$1.61K - $1.74K
|
4.09K
$268K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
27+ 0.16% |
$1.61K - $1.74K
|
17.1K
$1.12M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
26+ 0.02% |
$1.55K - $1.67K
|
118K
$7.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
26+ 0.2% |
$1.55K - $1.67K
|
12.8K
$837K
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
24+ 0.04% |
$1.43K - $1.54K
|
59.5K
$3.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
24+ 0.11% |
$1.43K - $1.54K
|
21.6K
$1.42M
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
BUY
|
- |
23+ 0.42% |
$1.37K - $1.48K
|
5.49K
$360K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
23+ 0.17% |
$1.37K - $1.48K
|
13.8K
$902K
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
23+ 0.33% |
$1.37K - $1.48K
|
6.95K
$455K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
22+ 0.15% |
$1.31K - $1.41K
|
14.8K
$972K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
22+ 0.5% |
$1.31K - $1.41K
|
4.42K
$290K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
22+ 0.2% |
$1.31K - $1.41K
|
11.1K
$728K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
22+ 0.47% |
$1.31K - $1.41K
|
4.7K
$308K
|
|
|
Jul 11, 2023
Q2 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
21+ 0.5% |
$1.25K - $1.35K
|
4.25K
$278K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
21+ 0.05% |
$1.25K - $1.35K
|
40.2K
$2.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
21+ 0.28% |
$1.25K - $1.35K
|
7.45K
$488K
|
|
|
Jul 05, 2023
Q2 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
20+ 0.43% |
$1.19K - $1.29K
|
4.67K
$306K
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
20+ 0.41% |
$1.19K - $1.29K
|
4.9K
$321K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
19+ 0.1% |
$1.13K - $1.22K
|
18.4K
$1.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
19+ 0.12% |
$1.13K - $1.22K
|
16.2K
$1.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
19+ 0.52% |
$1.13K - $1.22K
|
3.7K
$243K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
18New |
$1.07K - $1.16K
|
18
$1.18K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
18+ 0.17% |
$1.07K - $1.16K
|
10.5K
$689K
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
17+ 1.48% |
$1.01K - $1.09K
|
1.17K
$76.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
17+ 0.06% |
$1.01K - $1.09K
|
26.7K
$1.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
17+ 0.16% |
$1.01K - $1.09K
|
10.5K
$687K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
16+ 0.22% |
$955 - $1.03K
|
7.33K
$481K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
16+ 0.42% |
$955 - $1.03K
|
3.87K
$254K
|